There’s a dirty little secret in the CRM business. Most Loan Officers don’t like CRMs. They don’t like logging in, keying in data, setting reminders, and pouring over dashboards. It’s more work and complexity that they don’t need.
However, mortgage executives love CRMs and the promise of having all producers market like top producers.
How do we reconcile these opposing views on Customer Relationship Management? Automation is the answer. Velma automates marketing using the existing data you are already collecting in your LOS and other solutions.
Don’t waste money on solutions that don’t get used. Schedule a demo with Velma today.