A mortgage CRM helps professionals in the industry unify customer data and improve interactions. It is essential for managing leads, scoring them, and running marketing campaigns. Advanced features include automated tasks, referral tracking, and ROI analysis. HubSpot serves as an example of an effective CRM, demonstrating significant lead generation capabilities. Accord Mortgages experienced a substantial increase in leads after utilizing HubSpot's tools, highlighting its effectiveness in personalizing customer journeys.
A CRM like HubSpot, for example, has advanced marketing tools built in, so you can generate leads through landing pages and targeted campaigns.
A mortgage CRM pulls relevant customer data from disparate sources, such as your POS and LOS, and creates a unified customer profile so you can see prior interactions and customer preferences.
HubSpot Smart CRM is automatically integrated with sales and marketing tools so you can use your customer data to power personalized campaigns.
Accord Mortgages generated 25,000 leads after using HubSpot to create valuable content and a more personalized customer journey.
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