Within the business lending industry managing relationships might be the most important part of running a business. A lot can happen between the time someone first hears about your business and when they eventually become a customer. Customer relationship management (CRM) software helps make this crucial process possible.
Without CRM software, there are too many shifting pieces to remember without something or someone falling through the cracks. But because CRMs can perform so many different functions, finding the right one can feel overwhelming. Here are a few of the most used CRM software programs in the loan broker industry. You will notice several offer other services or all in one marketing systems.
This is not an endorsement for these companies so please perform your own due diligence before working with them.