Live Webinar • July 15, 2026
Why mortgage departments need a mortgage CRM — and how to get marketing's support
Many credit unions and community banks struggle with the disconnect between mortgage and marketing when implementing CRM technology, automations, and borrower communication. Learn how a mortgage-specific CRM helps both departments work together to improve adoption, consistency, and production growth.
- Why generic CRMs fall short for mortgage teams
- How automation gives marketing hours back
- A practical way to win marketing's buy-in
- Align both teams to grow production together
WEBINAR STARTS IN
Date & Time
July 15, 2026 · 1:00 PM ET
Duration
~45 minutes + live Q&A
Where
Live on Zoom · Replay sent
Free registration • No spam
What this webinar helps
your teams do
Practical outcomes for mortgage and marketing teams at credit unions and community banks.
Save Time with Automation
Reduce repetitive borrower communication tasks and free your team from manual follow-up.
Improve Marketing Collaboration
Bridge the gap between mortgage and marketing teams with shared tools and workflows.
Increase Adoption
Simplify workflows and encourage team-wide usage so the CRM actually gets used.
Support Production Growth
Build more consistent borrower experiences that drive long-term production growth.
Walk away with a clear plan
- Why mortgage departments need a mortgage-specific CRM.
- Building Better Mortgage & Marketing Partnerships
- Strategies to improve CRM adoption and consistency.
- How automation can save marketing teams time.
- Best practices for borrower communication.
- How better workflows support production growth.
What we'll cover
Understanding the Mortgage-Marketing Disconnect
Common challenges faced by credit unions and community banks when the two teams run on different tools and priorities.
Why Generic CRMs Fall Short
Why mortgage-specific solutions matter — and the gaps a general-purpose CRM leaves behind for lenders.
Automation and Workflow Strategies
How marketing teams benefit from better processes that remove repetitive, manual mortgage requests.
Improving Collaboration and Adoption
Aligning departments around shared goals and workflows for long-term success.
LIVE Q&A Session
Open discussion and audience questions with the speaker.
YOUR HOST
Meet Your Speaker
One cohesive system covers the full loan lifecycle — so every borrower gets a consistent, professional experience, automatically.
PRESENTER
Dr. Bruce Lund
– CEO, Accountable CRM
Dr. Bruce Lund is a recognized expert in mortgage automation and sales process optimization. He’s helped hundreds of loan officers and teams eliminate repetitive communication tasks, streamline their workflows, and build systems that scale without adding headcount.
In this session, he’ll walk you through the exact automation playbook that top producers use to stay consistent, efficient, and competitive — the same system he teaches inside his 90-Day Sales Coaching program.
Built for teams aligning around the
right CRM
Mortgage Departments
Credit Unions
Community Banks
Marketing Teams
Mortgage Operations Leaders
Lending Executives
FAQ
Frequently Asked Questions
Yes — registration is completely free.
Registration is completed through Zoom. Click any “Register on Zoom” button on this page to reserve your spot.
Yes — registrants will receive access to the recording after the live session.
Mortgage departments, marketing teams, credit unions, and community banks looking to improve collaboration and borrower communication.
Free Live Webinar · July 15, 2026
Ready to improve mortgage
and marketing alignment?
Join us and discover how the right mortgage CRM can help your teams work together more effectively while supporting long-term production growth.