Forget a CRM. You need a CDP.

customer data platform

You can’t have a conversation in the mortgage space without someone asking for advice on which CRM is the right mortgage CRM. While we answered this question in another article, we would certainly say that CRMs are a thing of the past. CRM stands for Customer Relationship Manager, which was great when all business was referral-based, but in this current … Read More

The Best Mortgage CRM Is the One You Use

mortgage crm

Ask any mortgage professional about CRMs and you likely will hear feedback that goes something like, “We have one, but I just don’t use it.”  Whether you love or hate technology, a CRM for your database creates opportunity. In the mortgage industry where trusted relationships are formed, offering a concierge level of service means looking out for that home buyer … Read More