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Surefire CRM Case Study: Presidential Bank Mortgage

Presidential Bank Mortgage Supercharges 30 Years of Customer Contacts with Surefire CRM

Aug 07, 2020

Presidential Bank Mortgage (Presidential) is an operating division of Presidential Bank, a privately held, federally chartered savings bank with $500 million in assets. Serving local communities from 16 branch locations across Virginia, Maryland and Pennsylvania since 1987, Presidential is a full-service, residential mortgage lender.

MORTGAGE MARKETING ESSENTIALS: Stay Connected with a Mortgage CRM System
Apr 26, 2023

A mortgage CRM is much more than a storage tank for borrower data. With the right maintenance, omnichannel automation and performance tracking, mortgage professionals can maximize profitability by developing closer, long-lasting relationships with the consumers and referral partners that sustain their pipelines.

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