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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software implementation

What I’ve Learned from 100+ Software Implementation Projects

The key to successful software implementation is user adoption. We’re living in the most connected era in human history. A time when self-driving cars, 3D printing, and augmented reality are no longer merely a product of science fiction. New technologi …

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5 CRM Best Practices to Drive Adoption

With so many internal stakeholders spanning across several organizations—from sales to marketing to product and more—the value a CRM delivers depends on the apps you build on it. Here are five CRM best practices to help you drive adoption within your o …

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