The best CRM for mortgage brokers will include features that will make brokers more competitive by helping you to improve lead distribution rates, manage your loan pipelines, capitalize on client referrals, and focus on client retention. You need a CRM solution that provides a comprehensive view of your client’s loan history, making it easier for you to capitalize on cross–sell opportunities through client–targeted offers. To be competitive, manage risk, boost profitability, and deliver tailored services, make sure your CRM has this sort of credit history function.
“Prior to implementing Prophet CRM, I struggled with keeping client data organized and accessible. I had years worth of information in several different places, and it was hard to track. However, since implementing Prophet, I am enjoying streamlined databases from which I can generate accurate lead generation reports. In fact, just within the last two weeks I’ve already completed two applications, one of which will close by the end of this month.”