Tag Archives: CRM

Thursdays Thoughts – SAAS – Use Software as a Solution!

#ThursdaysThoughts – SAAS – Use Software as a Solution to gain a competitive edge.  In today’s day and age of mortgage origination it’s all about “client experience”.  From the end user, to the Broker’s easy of use with the system (and Lender) they use to get deals done.  Software as a Solution allows you to level the playing field with other tech giants like Quicken Loans.

There are a ton of solutions out there, some I endorse and have on my JUICY list.  (Join Us In Creating Yes’s) – I’m all about helping the Broker and LO community grow their business, that’s why I do what I do.  If you haven’t seen it feel free to join Sales Talk with Mortgage Pro’s on Facebook.  A group I’ve grown for over 4 years now.  There’s about 4500 people in there and a ton of companies that promote their SAAS for you to use.  From gaining trigger leads on your own past clients, to having a virtual app, CRM or marketing solution to gain leads.  These are all inside my group or on the banners on the side of the BLOG! Click one today, and get started using a SAAS!

Today, I am rounding up a BULK ORDER of Facebook advertising FUNNEL ORDERS that will generate Buyer/Seller leads galore for some LO’s.  If you don’t use SAAS to advertise your missing the boat.  Facebook is the best segmenting for ads hands down.  And I networked with pro’s that run a done for you solution to help you gain 100’s of leads monthly.  With the bulk order, I have put together a way to eliminate the high cost to start (Barrier to entry for many) – And this deal is this week only.  If you ever wanted to run FB ads to generate leads, NOW’s the time to start.  And a three to six month campaign will transform your business this summer.  #LetsDoBusiness

If interested to know more, fill in below, I’ll call you next.  (this special ends Friday)

As always – #SellWell

Two for Tuesday – JUICY List Week

#TwoforTuesday – CRM’s and Title companies both in the mortgage industry you can’t live without! Plus a third bonus for you in commercial sales today!  Today I am looking for more input, suggestions and recommendations from you -My readers! Please message me or make a comment – Thanks to those that did yesterday!

CRM conversations inside the group, Sales Talk with Mortgage Pro’s on Facebook seem to get a ton of comments and interaction.  There’s always a new one it seems coming out.  Functionality that changes, programs that can be embedded etc.  We do have a list of CRM’s, and one that has been a go to for a year.  LoanTek is a great CRM for those in the mortgage industry, and have been on the JUICY List for a year.  Definitely check them out!

Title companies are also a must have in your back pocket as a LO.  There are so many great title companies Nationwide, do you have a favorite?  Let’s hear about it! We have a great Title company that has been on the JUICY List for a year as well, CLA Title and Escrow.  Great group of people that get the job done.  Highly suggested for use!

As always #SellWell