Jeff Irving is the CEO and founder of I call him the best-kept secret in the mortgage industry when it comes to CRM and marketing automation platforms.  I'm pretty savvy when it comes to CRM's and marketing automation. I've been around that digital space for quite a long time and I'm very impressed with what Jeff has built.  What I love about Jeff is that he's made his CRM easier to use, get out of the gate and get started with a lot of the built-in turnkey functionality templates and modules that you can easily turn on and get started. Jeff Irving is the CEO and founder of I call him the best-kept secret in the mortgage industry when it comes to CRM and marketing automation platforms.  Biggest takeaways and links: Choosing the Right CRM for Your Needs Automating Tasks vs Relationships The Future of Loan Officer Marketing Learn More About MLO Shift  Ready to grow your business in the new year? Check out the all new  which helps you get more Agent referrals, convert more clients and build your online presence.