Over the past seven years in the mortgage CRM space, we have often heard the adage that the best mortgage CRM “is the one you use.”
But let’s be realistic, mortgage originators don’t want another piece of software that they have to manage each day. What they want is smart marketing done by industry experts that is automated, personal, and brings in business.
Mortgage CRMs, and there are a lot of them, are great for certain things, but we much prefer being in the Customer Data Platform (CDP) model. Intent provides data intelligence, segments your audiences, learns your objectives, and builds smart campaigns via email, SMS, and social media channels designed to initiate, engage, close, retain, and create new business.
Your mortgage CRM certainly does not do that for you. These critical pieces need to be built in by experts. Contact us at Intent so we can show you how we use our CDP to move the needle for our customers. Mortgage marketing is an art – let artists paint while you close the leads.