The CRM Checklist

Episode 86

Welcome to another epic episode of The Mortgage Loan Officer Podcast, with your host, Frank Garay.

On today’s episode, I speak with my dear friend Tammy Schneider about CRM’s.

We don’t go over anyone in particular, but rather a CRM Checklist that you can make use of to evaluate if a CRM you’re looking at, or even currently using, is right for you and your team. 

CRM is an important aspect of the mortgage business. There is NO successful team, branch, or company that doesn’t use one, so making sure you get the right one from the start is critical.

Here’s the free download.

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