Posts categorized as CRM Essentials

UBlog Home

Does it feel like you’re always hunting for fresh new leads? You’re certainly not alone. When you work in the mortgage and real estate business, you have to be constantly on the lookout for new opportunities. Luckily, you may not have to look as far as you thought for those potential future successe...

Read More


 You’ve heard it a million times, but you’re about to hear it again: Relationships are the key to success in the real estate and mortgage industry. Competition for customer loyalty is sky high in this field, and when it comes to their homes, people are picky about who to place their trust in. B...

Read More


Are you using a customer relationship management, or CRM, platform? Are you gathering customer intelligence, often called CI? Do you have a customer relationship strategy, sometimes known as a CRS? If you’re starting to get lost with all the abbreviations, don’t panic! Today, we’re going to break do...

Read More


Sales is a constant balancing act: You need a high volume of sales to be successful, but you only have so many hours in the day, and so much energy to spend generating, nurturing, and closing leads. Figuring out how to grow your business without increasing your time commitment and stress can seem im...

Read More


Never get forgotten with this CX ROADMAPBeing able to deliver an exceptional customer experience is the cornerstone of any successful business. If you’re good at your work, your customers should be walking away from their transaction with a smile on their face. But don’t worry — customers’ smiles do...

Read More