26 min listen
The CRM Checklist
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)
Listing Booster 2.0 Now with Built-In VA Calls to Your Agents: Episode 25 On this episode of The Mortgage Loan Officer Podcast, Frank Garay is joined by Kevin Bilberry with Listing Booster 2.0. Many times, as loan officers, we pay for a product and begin to implement it for a certain amount of time and... by Mortgage Loan Officer Podcast