mortgage professionals

What We Learned from 500+ Mortgage Professionals: 4 Key Insights

In 2016, we surveyed more than 500 mortgage professionals to get a pulse on the current state of technology. With the purchase market projected to grow significantly this year, retail lenders are preparing to leverage technology so they can meet the gr …

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Velocify Named Sales CRM FrontRunners Master

Velocify recognized as powerful sales CRM platform by Software Advice. According to Software Advice, 75 percent of buyers leverage online reviews as a part of their decision-making process, and those who do report greater levels of satisfaction with th …

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Lead management best practices for sales CRM Users

The problem with using a Customer Relationship Management (CRM) solution alone to manage leads, is that leads and customers are not the same thing and should be treated as different entities with different needs. CRM may offer some tools for managing l …

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The New Customer and the Existing Customer

Lead Management Software has some common elements with Customer Relationship Management software. So companies that are looking at SaaS solutions for the first time sometimes ask, “Which one do I need? Which one will work for me?” It is a question that …

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