Home Uncategorized Putting the Relationship Back into the CRM w/Kevin Ducey | Next Level Loan Officers

Putting the Relationship Back into the CRM w/Kevin Ducey | Next Level Loan Officers

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Putting the Relationship Back into the CRM w/Kevin Ducey | Next Level Loan Officers

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On this episode Kevin Ducey, President of Whiteboard CRM, joins Kenneth and Sean to talk about the current state of the CRM market. Kevin discusses how MLOs are reinvesting their time to building out their CRM, why text capabilities is important, and why using the CRM to focus on the relationship is vital to long-term success.

2:00 Intro
3:45 The CRM market
6:05 CRM only works if you use it
9:25 Why the CRM is vital to your business
15:05 CRMs are going to take work
17:30 Being personal with your customers
19:05 Focus on features and ease of use

Quotes:

“There are a lot of MLOs reinvesting their time back into building out their CRM.”

“Sometimes you need that reminder to send a text, make that call, send a note so you can get that repeat business.”

“You need to let the CRM do what it is supposed to do so you can focus on the sale activities that you need to do.”

“The access we have to successful loan officers and their campaigns to build out Whiteboard is a big advantage.”

“We have put text at the front of any campaigns to take advantage of the high open rate.”

Links:

Mortgage Success Academy -onedollarmsa.com

Next Level Loan Officers – r

Loan Officer Events -loanofficerevents.com

Whiteboard CRM – whiteboardcrm.com

Social Media:

Facebook – /

YouTube – Q

LinkedIn – /

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Next Level Loan Officers brings you in-depth conversations with the top mortgage team leaders, executives and branch managers in the country. We also feature mastermind sessions with influential coaches, consultants, experts and speakers. All so you can build the right team, systems and technology to scale your mortgage team to a hundred million without losing your YOU.

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