How many times have you invested in a CRM, only to abandon it a few months later? You’re not alone. Most mortgage pros give up because they skip one crucial step: having a clear plan. Here’s how to finally set up your CRM the right way.

First off, we need to establish your goals with your CRM. For most mortgage producers, your goals are likely a combination of the following:

• Deliver a consistent client experience.
• Market to prospective borrowers more effectively.
• Market to prospective referral partners more effectively.
• Market to prospective recruits more effectively.
• Streamline workflows by consolidating tech tools and communication.
• Engage with a details ⇒

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