A mortgage CRM is much more than a storage tank for borrower data. With the right maintenance, omnichannel automation and…
Connecting Surefire CRM and the SimpleNexus point-of-sale (POS) platform offers lenders a measurable return on their tech stack investment by…
A contact database, when managed through a mortgage CRM, is a mortgage lead generation engine that continually feeds a loan…
Today’s mortgage pipeline software is far more advanced than ever and easily trumps even tried and true manual systems of…
A CRM program is different and more versatile than loan origination software. Done right, one gets and keeps you positioned…
There can be many steps to becoming a mortgage broker, and if you also want to be the best, each…
Surefire CRM is the best CRM for small mortgage brokers to cast a long shadow and set themselves apart in…
Becoming a mortgage broker can be a big step up for established mortgage loan originators or a first step into…
Learn how mortgage brokers can overcome challenges in 2023, including rising interest rates and competition from digital lenders, with effective…
Improve your mortgage brokerage's document management with inbound handling strategies. Learn how to streamline loan application processing and secure data.