Resources

The Top 5 CRMs for Mortgage Brokers

The Top 5 CRMs for Mortgage Brokers Customer relationship management (CRM) is an indispensable type of technology for mortgage brokers. It allows companies to effectively manage relationships with their prospects and existing customers, thereby acting as the lifeline through which brokers conduct their business. The best solutions foster strong customer relations, enabling continuous sales growth […]

Top LOS Platforms for Canadian Brokers

Top LOS Platforms for Canadian Brokers A mortgage loan origination system (LOS) is one of the most important technological solutions lenders use. It supports a broad range of functions, with everyone from processors and loan officers to underwriters and closers leveraging it regularly.  Most LOS platforms support the loan process from lead through closing, and […]

Zoholics 2020 – What to Look Forward to This Year

  Zoholics 2020 – What to Look Forward to This Year Each spring, Zoho users from across the globe gather at the annual Zoholics conference to learn more about the company’s powerful suite of products that help businesses grow. This year’s user conference will be held at the Palmer Events Center in Austin from April […]

How to sell insurance online-BluInsurance webinar

In this webinar, the BluInsurance team walks through the necessary steps to increase your insurance sales from online sources. This includes marketing, webpage design and lead conversion.

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