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Why the answer to Wholesale Mortgage Sales & Marketing success in 2023 is less, not more

The wholesale mortgage industry in the first quarter of 2023 is experiencing significant headwinds. Even with four weeks of decreasing mortgage rates, volume has been unstable. As a result, more...

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Wholesale Mortgage Lenders Need a “Whole-istic” CRM

As a wholesale mortgage lender, you need a CRM custom-tailored to the B2B industry that’s equipped with the functionality to meet your specific needs –– especially now that an increasing...

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Discover the Possibilities of Innovative Marketing

  We’ve all heard the phrase, “communication is key,” but what does that mean for mortgage lenders? What are the most effective ways to reach your audience? What’s the game...

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How a Custom CRM allows Mortgage Lenders to Rise Above Their Competition

There are as many ways to generate loan volume as there are mortgage lenders. A customized CRM platform is central to successfully executing this strategy. Mid-size and enterprise mortgage lenders...

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Build Brand Equity with Social Media Advertising

By Linn Cook, OptifiNow Vice President of Sales and Danielle Whetstone, C Squared Social Senior Strategy Analyst Competition within the mortgage industry is fierce, and the race to be first...

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The Who, What and Why of API Integration for the Mortgage Industry

We have too many acronyms in our language today, 2-3 characters representations of highly complex terms have become the norm. CRM, API, POS, LOS, HR, EHM, ABM, ERP, SDK –...

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