Posts categorized as CRM Essentials

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In my recent blog posts, I’ve been writing about how simple loan status updates have evolved into powerful marketing tools that lenders are using to increase borrower satisfaction and to keep borrowers in the pipeline until they close to increase pull-through. In my last post, I wrote about how the...

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Lenders who provide more (and more accurate) information to borrowers during the loan origination process achieve higher levels of borrower satisfaction, which leads directly to more repeat and referral business. But only if the borrower stays with the lender until the loan closes. That only happ...

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Consumers need to know what’s going on with their mortgage loan or they will abandon the lender and go with someone else. For each loan they take out, borrowers are completing loan applications with a number of lenders. They close with the one that best meets their expectations. What do they expect...

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Work smarter not harder As the pendulum swings, LO's need to be ready for the upcoming purchase market. Dusting off or honing selling skills won't be enough. Loan Officers should turn to systems and processes that make their life easier, keep them organized, and help keep their name in front of t...

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How to become a well-equipped sales professionalProjections indicate that the end of the golden age of refi is finally at hand, and many Loan Officers are going to have to work their selling muscles--which may have atrophied or never existed in the long refi boom. But now is not the time to wing it ...

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