Most loans officers have access to a CRM... but very few use it effectively. If you want more business in 2016, answer these questions. If you aren't satisfied with the answer - then get to work!
- How well do you know your CRM?
- Have you taken training or asked for help?
- Are all of your contacts inside your CRM?
- How much information do you have on each person?
- What tasks do you perform through your CRM?
- Do your contacts hear from you by email and mail at least once a month?