Top 5 Things Every Mortgage Lender Should Know About Automated CRMs

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Your mortgage CRM can be a powerful tool to help you grow your business while freeing up valuable time. However, even the best tool in the world is ineffective if you don’t know how to use it. To get the most out of your CRM, check out these 5 essential tips below!

You want to automate as much as possible…

Think about all the tedious tasks that take up your time but don’t necessarily require your expertise as a mortgage professional. For instance, reaching out to new leads, scheduling and rescheduling appointments, following up on documents, reaching out to past clients to ask for online reviews, even keeping in touch with prospective clients over a longer period of time, the list goes on and on! 

All of these tasks (and more) can be incredibly time-consuming if you do them all on your own. That’s why it’s best to automate as much as possible, so you can free up more time to focus on higher-level activities like consulting with clients and originating loans.

…but you cannot automate everything.

At the end of the day, we’re all human. No automated system can replace the personal touches and the value you provide as a mortgage professional. Even though you want to automate as much as possible, your CRM should also leave room for those personal touches, so you can have a real conversation with your leads, advise them on how to get the best value possible out of their home purchase, and build long lasting relationships with the people you help. The right automated CRM will do all the work in bringing each opportunity up to bat, so you can step up to the plate and hit it out of the park.

When getting started, take time to learn how your CRM works

We’ve all made the mistake of setting up a new gadget before reading the instruction manual. But skipping that first crucial step often ends up costing us a lot more time in the end

A well-built CRM will have a lot of features that you might not even notice on your own. When getting started, take time in the beginning to see how it works. Learn about all the features and tools available to you, read the instructions or go through any training available. It might be a bit tedious at first, but just investing an hour or two in the beginning will save you a lot of time and headache in the long run.

Stay in touch with your CRM support team

Whether you’re just getting started, or have been using your CRM a long time, you’re bound to have plenty of questions along the way. Don’t hesitate to reach out to support for help! Trying to figure things out on your own might end up causing you more stress and frustration. Besides, it’s your support team’s job to make sure all your questions get answered. Your CRM support should be easily accessible, and there to help you get the best results possible.

Share your feedback!

A powerful CRM wasn’t built in a day. For instance, Loan More CRM culminated from years of constant upgrades and enhancements, with many of those improvements resulting directly from client feedback. That’s why it’s so important to stay in touch with your CRM support team and share your feedback, because your input may help them to improve their service and make your life easier and easier well into the future!

Want to see how Loan More CRM can help transform your mortgage business? Click here to learn more.

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