Tag Archives: Salesforce

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 →

Mortgage lenders use tech and local ties to grow national footprints

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Atlanta-based direct mortgage lender Silverton Mortgage, a Snapdocs client, has added new branches in the Carolinas, Arkansas and Missouri over the past year. Continue reading →

5 tactics to convert referral leads like a Realogy ‘Masters Cup’ winner

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The brokers from this year’s winning Realogy teams, Dr. Susan Jenkins of Better Homes and Gardens Real Estate Native American Group and Nick Pasquini of Century 21 Redwood Realty, spoke with Inman about some of their secrets to success with converting … Continue reading →

Ocrolus will help Blend automate mortgage doc processing

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Cloud banking software provider Blend is turning to automation platform Ocrolus to help it classify documents and capture data submitted with mortgage applications. Continue reading →

Email offers biggest returns for real estate marketing: Report

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As the coronavirus disrupts face-to-face interactions, more agents may turn to online ads. A new report breaks down where they should spend their money. Continue reading →

Will voice-powered CRMs for real estate take off in 2020?

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Voice search in real estate has been largely targeted at home search and agent branding, but tech innovators need to look inward to really power the industry. Continue reading →

Want to be a whiz at managing your time? Try these tools

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Learning new technology is sometimes daunting, but once you learn it, it can open up a whole new world where you can work smarter not harder.  Continue reading →

Salesforce nixes gun stores: Should real estate care?

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Salesforce is a large business technology company, and its CRM is very popular among real estate agents. The company has decided to stop selling its e-commerce software to retail gun stores. How will real estate respond? Continue reading →

This new software will link your clients’ texts to Salesforce accounts

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Uplink by Lunar allows agents to sync and track text conversations so you never miss a beat. Continue reading →