Marketing Team

Articles

Turning Leads Into Lifelong Customers

Capturing promising mortgage leads is the first step to growing your business. However, learning how to stay connected with mortgage leads before, during, and after closing is the…

Articles

Ideal Mortgage Leads

Summary This article focuses on ideal mortgage leads and effective strategies for managing and converting mortgage leads into closed deals. It discusses the importance of timely follow-ups, lead…

Articles

Mortgage Business Team: 12 Metrics to Review

Quick Answer What metrics should a mortgage team review? Mortgage teams should review pull-through rate, lock-to-close ratio, lead-to-pre-approval rate, average cycle time, dollar volume per LO, units per…

Articles

Here’s The Future of Mortgage Marketing

Summary In this article, you’ll learn about the future trends and advancements in mortgage marketing. Discover the role of artificial intelligence, automation, and personalization in creating more effective…

Articles

Must Have Features for Your Mortgage CRM Software

Summary This article outlines essential features to look for in mortgage CRM software. Learn about lead management, automation, analytics, and integrations that boost team productivity and customer satisfaction.…

Articles

Mortgage CRM Data Analysis: Marketing Ideas

Summary The blog post explores how mortgage CRM data analysis can help brokers and loan officers streamline operations, enhance customer engagement, and make data-driven decisions. It emphasizes using…

Articles

How to Close Mortgage Refinance Opportunities

Falling interest rates mean more refinancing deals.  According to data from the Mortgage Bankers Association (MBA), we typically see a spike of 20% to 40% in mortgage refinance…

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