CRMs, data and marketing automation. Are you doing it right?
During today’s interview David Lykken interviews Brent Emler from Velma.com. Velma has been providing CRM and marketing to mortgage lenders since 2007.
- We know what CRM means, but what is it really?
- Why is it so hard to successfully implement CRM?
- Is the mortgage industry’s use of CRM unique?
- What is the future of CRM and marketing in the mortgage industry?
CRM, data, and marketing are the keys to success for lenders in the future.
As usual, the first half of the program will feature Les Parker’s Market-Logics Live, a macroeconomic perspective on the economy with a music parody and then Joe Farr providing you a rate & market update. Next is Alice Alvey of Union Home providing a regulatory & legislative update followed by Allen Pollack giving us a Tech Report of the latest technology impacting our industry. Then we wrap up the first half the program with Andy Schell, a/k/a “Profit Doctor” sharing ideas on how to improve your bottom line.
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Notes from the show:
As David mentions in this episode, there is a new scam targeting Home Buyers, Realtors and others… you can learn more about it here.
Excerpts from the show…
Listen – When People Talk CRM, They Refer to…
Listen – What CRMs do to Help With Engagement
Listen – Trends in CRM Engagement
Listen – Other Categories of a CRM
Listen – The Relationship with Consumers More Important Than Ever