Close More Loans - Leverage Your CRM

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Often times you hear, “Don’t worry about the CRM. It's automated and does everything without any effort from you.” Unfortunately, that’s only part of the story. It's the loan officer who leverages his/her CRM who gets the most benefit from it.

In this session, we'll discuss:

  • What to look for when choosing a CRM
  • Effective usage of the CRM dashboard
  • Predictability models and why you should care
  • What’s next in customer communication
  • And much more

Learning Objectives: Learn to make the most of your CRM including finding new opportunities and staying in front of more leads.

Recommended Prerequisites: None

Recommended Audience: Mortgage Professional, Loan Officer

  • In-Person
  • Live Webinar
  • Recorded Webinar

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