Use Consistent Follow-Up to Build Relationships
Even though your days and pipeline may be full, it’s still important to nurture […]
How to Add Value with Data-Driven Marketing
It’s a simple fact: better data leads to better decisions. Recent trends in business […]
CardTapp Solutions to Help You Manage the Refinance Sprint
The data analytics firm Black Knight recently released their Mortgage Monitor report for August 2020, […]
4 Ways To Enhance Virtual Engagement
Whether you are looking for new ideas to implement or are just in the […]
Connect CRM Data and Engagement Insights for More Production
Data drives successful sales strategies. When used effectively, data creates impressive sales results. There […]
Three Ways to Make More Time for Selling
Time is pretty precious. While some may wish for an extra day of the […]
How a Bi-Directional Integration Helps Streamline the Sales Process
Mortgage rates are hovering around historic lows, and many mortgage lenders have been under […]
Create a Referral Process that Encourages Repeat Referrals
Even though your pipeline may be bursting at the seams, it’s still important to […]
The Best Tips For A Killer Virtual Sales Presentation
Virtual Sales presentations have become commonplace during the COVID-19 pandemic. Since this type of […]
Creating Consistency to Drive Referrals
We live in a busy, demanding, and uncertain world. Today, people are looking for […]
Use Engagement Metrics to Inform Follow Up
If you’re a salesperson, especially a mortgage lender, you probably already feel like there’s […]
Hidden CRM Costs and How to Improve CRM Return
There’s no question that it’s important to have some kind of client relationship management […]