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CRM Software for Mortgage Pros

(Customer Relationship Management)

If you have a CRM—fantastic, just make sure you’re using it consistently and taking advantage of all the most pertinent features.

I also recommend integrating your CRM into all of your marketing to reduce manual data entry and lost leads, while helping you stay on top of sales opportunities.

This includes sign-up forms on websites, landing pages, and anywhere else online that clients can enter their own contact information to get in touch with you.

If you don't have a CRM, you need to get one ASAP.

A CRM will help you manage leads, contacts, partners, vendors, and more.

You can see everything from background, email history, events, opportunities, etc. With a CRM, you are able to collect and organize data about contacts’ behaviors, score them based on interactions, prioritize leads that are hottest, get alerts for
follow-ups, automate communication with borrowers, Realtors® and other partners, and much more.

At leadPops, my team and I have worked with (and done integrations for) just about every mortgage CRM out there. I know the good, the bad, and the ugly when it comes to functionality and price points.

To make your life easier, here is a list of some of the top CRM companies in the mortgage industry:

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