Tag Archives: customer relationship management

Aidium launches 24/7 customer support for mortgage lenders

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Business intelligence and mortgage CRM platform’s expanded services follow $19 million Series A funding round led by PeakSpan Capital in April. Continue reading →

Dominate documentation this summer with these 4 hot tips

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Want to cover yourself and your clients while preventing miscommunication? Careful organization and documentation, Rachael Hite writes, can save your summer. Continue reading →

Aidium Mortgage CRM lands $19M in Series A led by PeakSpan Capital

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Founded as Daily AI, Aidium rebranded last year to better align brands it had acquired — Whiteboard CRM and Recruitable.ai — under a single umbrella. Continue reading →

Jungo and Homebot team up to cultivate mortgage prospects

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Integration of Jungo’s CRM solution with Homebot lets mortgage loan officers share real-time data and insights into market trends, interest rates and property values with prospective clients. Continue reading →

Here’s how to find the perfect fit when shopping for a CRM

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Gone are the days of collecting business cards and cramming them into an overstuffed Rolodex. These days, customer relationship management (CRM) software is the tool that makes keeping client information safe and accessible. Continue reading →

Mining for diamonds? You’ll find them in your database

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You already hold the key to your professional and financial success, Jay Papasan writes. It’s hidden in your email database and it’s time to dig it out. Continue reading →

Combine social listening with your CRM to upgrade your marketing

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Tech tools, such as social listening and customer relationship management software, allow agents to use data in real time to make informed decisions about both marketing and sales of properties. Continue reading →

The savvy agent’s must-have tech tools for 2022

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Sifting through the never ending sea of real estate tech offerings can be exhausting, not to mention overwhelming. Consider this your go-to guide for cutting through the noise and choosing the platforms and tools that will serve you best in 2022 and be… Continue reading →

‘Profit is in the details’: How to make your CRM pay off

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Although CRMs are incredibly useful to productivity and profitability, few agents use these workhorse platforms to their max potential. Find out how to choose the right CRM, the features you’ll need and how to manage your workflow here. Continue reading →

Unify now drumming up business for mortgage lenders

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Customer relationship management tools are no longer just about managing existing clients — they’re also becoming integral to generating and qualifying new leads. Continue reading →