The Importance of an Integrated Product Pricing Engine
A Product Pricing Engine (PPE) falls into the “how did I ever live without this” category for those who use and rely on them. If you haven’t benefited from one, read on and you’ll quickly understand...
View ArticleHow to Create a Mortgage Marketing Newsletter that Converts Leads into Prospects
Mortgage marketing newsletters are commonly used by loan officers to stay in touch with their prospects, clients and referral partners. Commercially available mortgage newsletter or lead generation...
View ArticleHow Banks and Credit Unions Are Finding Success With Marketing Automation
In any industry, the marketing department’s path of least resistance is usually to continue doing things as they’ve always been done. This is especially the case for banks and credit unions that offer...
View Article6 Tips for Mortgage Closing Gifts That Earn Return Business
While loan officers disagree on whether to give mortgage closing gifts to borrowers, it’s unlikely that gifts for clients have ever lost anyone a return customer. On the other hand, unless...
View ArticleBoost Your Automation Through Integration
No system, no matter how great, can do everything. Although many software providers promise to be the ONE system that will automate every function of your business so that you can spend less time...
View ArticleEducate and Engage: Create a Seamless Borrower Journey
When teaching someone how to become a loan officer, marketers will often focus on the need for content like mortgage lead generation forms, mortgage calculators or social media ads. Mortgage brokers...
View Article3 Ways Loan Officers Can Fuel Agent Relationships
No matter the market, strong referral partnerships are a source of leads that keep on giving. Top-producing loan officers (LOs) and mortgage brokers know firsthand that relationships with real estate...
View Article5 Credit Union Marketing Strategies to Improve Customer Engagement
Marketers at credit unions share a struggle faced by those working at community banks: competition from large banks with deep pockets that may have sophisticated digital offerings. The good news for...
View ArticleHow to Improve Your Ad Conversion Rate with Surefire
Ad conversion rates are measurements many loan officers and mortgage companies track as they employ search engine marketing to elevate their online presence and compete in a digital mortgage world....
View ArticleHow to Use Your CRM to Host a Successful Networking Event
Event marketing campaigns help your company promote its products and services. Networking events have long been used by many professionals to establish and enhance relationships with others that can...
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