Having a clear plan is essential for successfully setting up a CRM, as most mortgage professionals abandon their systems due to a lack of defined goals.
Establishing your goals with your CRM is crucial; these goals often include delivering consistent client experiences, effective marketing, and efficient workflow management.
It's important to prioritize your CRM goals and set up distinct pipelines based on these goals, which may include managing leads, loans in process, and referral partners.
When using a CRM system with limitations, being creative with status fields or custom fields can help in managing different pipeline stages effectively.
#crm-implementation #mortgage-industry #business-strategies #workflow-optimization #customer-relationship-management
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