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We just received the data from a 4-year study performed by one of our enterprise mortgage clients. With 275 loan officers in the company, management allows loan officers to use whatever marketing automation technology they want, or none at all. Does it make a difference? You bet it does. Just take ...

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The technology loan officers have today is light years away from the tools I had when I was originating loans. In those days, a rolodex was a physical tool that sat on our desks. Today, we have Artificial Intelligence (AI), automated workflows, Big Data, and machine learning that all reside within t...

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Utilize technology and prove your value to these business partners  It’s a busy time to be a mortgage originator, to say the least. Amid this massive spike in origination volume, strategic loan officers and brokers are continuing to keep their sights on the long game.  Market trends ebb ...

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Closed loan data from the CRM now flows seamlessly into Homebot, helping Loan Officers Engage and Retain clients.DENVER, September 8, 2021 -- Usherpa, developers of the real estate and mortgage industry’s original enterprise CRM technology, announced today an integration with Homebot, the award-winn...

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The customer is the main character of your story. If you want to engage people in every aspect of your business, you need to find ways to show that you understand them, know them, and are willing to remember the small details over long periods of time. Because the truth is, relationships are built ...

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