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The CRM Checklist

The CRM Checklist

FromMortgage Loan Officer Podcast


The CRM Checklist

FromMortgage Loan Officer Podcast

ratings:
Length:
32 minutes
Released:
Sep 28, 2023
Format:
Podcast episode

Description

Episode 86 Welcome to another epic episode of The Mortgage Loan Officer Podcast, with your host, Frank Garay. On today’s episode, I speak with my dear friend Tammy Schneider about CRM’s. We don’t go over anyone in particular, but rather a CRM Checklist that you can make use of to evaluate if a CRM you’re looking at, or even currently using, is right for you and your team.  CRM is an important aspect of the mortgage business. There is NO successful team, branch, or company that doesn’t use one, so making sure you get the right one from the start is critical. Schedule a one-on-one free coaching call, click here or visit DailySuccessPlan.com. http://AnimalsCRMChecklist.com
Released:
Sep 28, 2023
Format:
Podcast episode

Titles in the series (96)

Frank Garay, top mortgage industry leader and host of The Loan Officer Breakfast Club, powered by Mortgage Marketing Animals, brings you not only the latest and greatest gizmos and gadgets that top loan officers are using, but he also frequently shares proven strategies and ways to get more referrals for your mortgage business. Learn what has been successful for those that are at the top of their game and how they've implemented them - so you can do the same as a loan officer.