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firskan
Matrosen-Obergefreiter
Joined: 23 March 2022
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| Posted: 21 July 2025 at 10:16 | IP Logged
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For mortgage professionals dealing with dozens of leads daily and complex workflows, what features should they look for in a CRM system that can help streamline communication, improve follow-ups, and maintain a consistent sales process?
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prosska
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Joined: 22 August 2021
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| Posted: 21 July 2025 at 10:23 | IP Logged
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As a mortgage broker juggling dozens of leads a day, I was wasting time switching between apps, spreadsheets, and email threads. I needed something better. A search for the best CRM for mortgage https://www.customerization.ca/crm-for-mortgage-brokers/ professionals led me to Customerization. They didn’t just drop in a generic CRM—they listened, built, and refined a Zoho system that fits how I actually work. Everything is in one place, my follow-ups are consistent, and my pipeline is finally clear.
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firskan
Matrosen-Obergefreiter
Joined: 23 March 2022
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| Posted: 21 July 2025 at 11:15 | IP Logged
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Just glanced through the Customerization site — thank you for recommending them! I'm planning to look deeper into their automation services. Did they help you streamline any specific processes?
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U47.org Forum :: The Cadet School
Topic: CRM sustems for mortage brokers
