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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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A Mortgage Sales & Marketing Platform Designed to Accelerate Leads to Closed Loan Conversions

Definitions: CRM – Customer Relationship Management Marketing Automation – Automating all marketing functions from lead management, lead nurturing, email marketing, social media management and much more Why Should Mortgage Lenders...

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