Finding the right mix of retail, consumer direct or wholesale lending enables mortgage lenders to maximize their opportunities to originate loans. But most multi-channel lenders struggle to find CRM technology that can competently manage all of their teams, resorting to multiple CRMs from different vendors that create inefficiency and increase costs.

Read this free guide and learn how to evaluate CRM vendors that can support your multi-channel requirements. Find a CRM vendor with the right combination of flexibility, industry experience and client support that ensures you’re getting what you expect.