In this week’s episode, John, Bryan, and Steve discuss their top Do’s and Don’ts for effectively utilizing a CRM program for your mortgage business.

The men begin the discussion by sharing some common mistakes that many mortgage industry professionals make when it comes to managing their database – one being the idea that we can simply ‘set it and forget it.’ When it comes to maintaining your database, you must continue to put the energy into managing your CRM tool. In other words, you get what you give. So, give where you can.

Another common mistake that many mortgage professionals often make is failing to build effective, valuable, and engaging campaigns necessary to stay in front of their target audience. We often become so paralyzed by the enormity of something, that we don’t even bother to get started. Taking each piece bit by bi ...