Tag Archive for: CRM

Lead Follow Ups & Conversions = Way More Than Being “Hungry”

Back during my loan officer deals, agents used to tell me they loved sending me referrals b/c I was “hungry.” They all assumed my relentless follow ups and high conversion rates were a result of me being “hungry” for more business. But, my follow up skills were less a result of me being hungry and much more a result of me just being highly organized and disciplined. I used my notebook, CRM and calendar to make sure I followed up relentlessly.Read More

“Sticky Notes” Vs. CRMs; CRMs a MUST; CRMs for Realtors

Heejin met with a very successful loan officer last week whose Customer Relations Management (CRM) is sticky notes :). B/c he does not use CRM software (1) he loses leads; […]Read More