Wholesale mortgage software should enable wholesale lenders to grow their business, handle B2B communication, and support brokers’ B2C marketing efforts.
A mortgage CRM creates a powerful competitive advantage for a loan officer by automating key marketing tasks and scaling up LO follow-up with everyone from prospects and clients to referral partners. A mortgage CRM is the engine of productivity that allows you to market to borrowers, deliver engaging content, meet compliance regulations and connect to all of the technology needed to recruit the top talent in the mortgage industry.
As a mortgage professional, one of your biggest challenges is maintaining a steady pipeline of repeat customers. Loan officers are often too busy to keep up with the daily management of their client list. As a result, they lose countless clients almost routinely. Surefire CRM, which is widely regarded as the best CRM software for mortgage professionals (according to Capterra), was created to avoid this needless loss of business for mortgage lenders.
This article covers:
- What a mortgage CRM is and why it is essential for your business
- Mortgage CRM components
- How to determine the right CRM for you
- The best CRM software and how picking the right one can impact your business