Launch & Learn 2.0
Why Your Mortgage Department Needs a Mortgage CRM?
Hosted By Dr. Bruce Lund
Learn how to drive performance, productivity, and profits in your mortgage department.
Wednesday, August 6
1pm EST
Countdown to the Workshop: Don’t Miss Out!
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About the Workshop
In this live session, we’ll uncover how a purpose - built Mortgage CRM can transform your team’s performance. Learn how to streamline operations, improve client follow-ups, and close more deals - with less effort.
Key Takeaways
Streamline Your Workflow
Automate daily tasks and reduce manual work to focus on what matters most - your clients.
Increase Team Productivity
Enhance collaboration and accountability with a centralized, easy-to-use CRM built for mortgage teams.
Convert More Leads into Closings
Improve lead conversion with smart follow-ups, timely communication, and data-driven insights.
Discover how the right CRM can streamline your workflow, boost productivity, and help you close more deals.
Customer Testimonials
Dr Bruce and 90-Day Sales Manager is the foremost in Credit Union MLO training. Don't wait to get started. It is 💯 worth it!
Whether you are new into a sales role, or needing a sales boost then Accountable CRM is your answer.
Before 90-Day Sales I didn't have a system to manage my database. What I like about Accountable CRM is waking up to daily follow-up suggestions. I'm doing more activities than ever.
As challenges arose and we expanded into new markets in 2023, I saw the need to equip our team with a proven system and CRM. Accountable CRM offers a comprehensive approach that experienced loan officers can seamlessly integrate into their business to boost sales.
90-Day Sales and Accountable CRM is tailor-made for myself and our sales and operations team. Its modern features address the unique needs within credit unions that frankly most CRMs we’ve looked into do not.
In this market, we are having to work 4x to achieve the same results, it is paramount that you have a coach to train a verified system to measure activity and results. Accountable CRM powered by 90-Day Sales Manager is an investment in your sales team that will help retrain, refocus and retain your sales force.
The integration of a 90-Day Sales and the CRM system has transformed how we manage member relationships. It's a must-have for any credit union looking to enhance member satisfaction and drive referral growth.
We have seen a significant increase in engagement, inquiries and most importantly home loan applications. I would recommend this program to any loan officer whether they are just coming into the business or a 20-year veteran.
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