There can be many steps to becoming a mortgage broker, and if you also want to be the best, each step is progressively more important.
Is your chosen method for managing your pipeline increasing your ROI every year or is it falling flat? No matter the system you use, at its core it should ensure that you are closing loans no matter the market cycle.
Managing the mortgage pipeline can be daunting as a loan officer. With so many prospects in different stages, it can be hard to perform the necessary steps and simultaneously educate the borrower to keep them on track. To make matters worse, loan officers are often looking for mortgage pipeline management software but instead settle for a mortgage pipeline spreadsheet! This can be understandable as the format is familiar and can be easily sorted.
This Article Covers:
- Spreadsheets vs CRM
- Educate and Engage Your Clients.