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Mortgage CRM Reviews 2017: How the Industry Has Evolved

The Rise of Cloud-Based Solutions Accessibility Anywhere, Anytime Let me start by saying that one of the most exciting developments in the Mortgage CRM space has been the shift to cloud-based solutions. This evolution has made it super convenient for mortgage professionals to access their data from anywhere—a game-changer for seeing clients in the field […]

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How To Choose Crm Software 2019 2018 2017

Evaluate Your Business Needs Understanding Your Requirements Before jumping into the world of CRM, it’s crucial to understand what your business actually needs. I remember when I first looked into CRM software, I was overwhelmed by the options! It helped me to sit down and list out my pain points and key functionalities I was

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