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Email marketing is one of your strongest marketing channels. Right now, the pressure is on for financial institutions to improve their communications strategies to stay competitive and ward off the competition.
We've been scouring the internet for brokers to figure out what matters when it comes to a mortgage CRM software. We’ve pulled together a checklist of important factors to consider when choosing a CRM right for your business. Whether you already have a CRM or not, this checklist will help you think about key features that are important to your broker business.
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