Mortgage Marketing Radio

Hey listeners, Geoff Zimpfer, welcome to another episode of Mortgage Marketing Radio. So glad you are here and we are doing another quick session on CRM. What is CRM you ask? Customer Relationship Management. There's three key areas that if you're gonna be a highly effective and productive loan officer, you gotta master these three areas.  We've got to be good at not only task management and getting stuff done. We've got to be great at communication and tracking our communication so that we're informed, so that we're making sure the conversation is moving forward in a very intentional way. Task management, communication tracking and then the other key piece to ... a pillar of your business is marketing and marketing both for consumer based marketing, past client database marketing, staying in top of mind, staying in touch, being aware, being ready and able to know where people are in their journey of you managing their mortgage. God forbid, how many stories can we tell about loan officers missing out on a ref