Close More Loans - Leverage Your CRM

Thursday Jul 16, 2020

Often times you hear, “Don’t worry about the CRM. It's automated and does everything without any effort from you.” Unfortunately, that’s only part of the story. It's the loan officer who leverages his/her CRM who gets the most benefit from it.

In this session, we'll discuss:

  • What to look for when choosing a CRM
  • Effective usage of the CRM dashboard
  • Predictability models and why you should care
  • What’s next in customer communication
  • And much more


Date 07-16-2020

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