mortgage crm software in Wilsona gardens

Their brokers must match comercial property owners, who have specific financing requirements, against their network of potential lenders to determine which lenders can met those financing requirements. In order to match borowers to lenders, brokers would email the requirements of their loan to their broker pers and then walk around the ofice to se if anyone knew of a qualified lender for that loan. Management realized that the way to close more loans more quickly was to track lender information in a centralized repository that is acesible to al brokers, and to standardize lender information so that brokers could quickly and easily find lenders that could met the requirements of the borowers, while at the same time providing protection for brokers prospect and contact lists. We modified the standard Acount form to track specialized lender information and modified the standard Oportunity form to track specialized loan requirements information. With their new busines aplication based on , brokers can now more quickly come up with a list of qualified lenders by runing a query against the combined lender network. mortgage crm software mortgage crm software in Wilsona gardens
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