What CRM Should I Use?

Loan Officer Freedom

Carl White

Mortgagemarketinganimals, Business, Loanofficer, Getmoreloans, Freedom, Mortgage, Loanofficercoaching, Carlwhite, Education, How To

5 • 743 Ratings

🗓️ 10 April 2024

⏱️ 32 minutes

🔗️ Recording | iTunes | RSS

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Summary

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White.

In this episode, your hosts, Carl White and Chris Johnstone discuss the importance of choosing the right CRM for loan officers.

They delve into the benefits of using a CRM, the features of their own CRM, and how it can revolutionize your mortgage business.

They also share their insights on database marketing, the effectiveness of past database campaigns, and the impact of AI technology on streamlining communication with clients.

Additionally, they provide a step-by-step guide on how to get started with their CRM, emphasizing the 30-day money-back guarantee for users.

Tune in to learn how implementing a CRM can significantly boost your loan production and streamline your marketing efforts.

Don't miss out on this valuable discussion on Loan Officer Freedom!

Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Transcript

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0:00.0	Hey, gang, Carl White here, broadcasting from the old communication room here at the secret
0:13.9	headquarters of the mortgage marketing animals.
0:16.3	And you are listening to Loan Officer Freedom, number one podcast in the world today for loan officers.
0:22.2	And I'm here with a dear friend of mine, a Sherpa for us all, Mr. Chris Johnstone.
0:29.9	How you doing, Chris?
0:30.8	I'm good, Carl.
0:31.5	How are you doing?
0:32.3	I'm doing well.
0:33.1	So what CRM should I use?
0:37.6	So I'm going to come out of the gate.
0:43.6	I think they're all good.
0:45.4	Yep.
0:46.1	I mean, I've used most of them with our coaching clients.
0:52.4	I've been exposed, I think, literally, I think all of them.
0:57.7	A lot of the owners of these CRMs are personal friends of mine.
1:01.7	Yep.
1:02.2	Right?
1:02.7	And so I think they're all good.
1:05.7	I really do.
1:06.2	I'm not just saying that.
1:07.0	I think they're all good.
1:08.5	I think some are easier than others.
	...

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