Become a Leader with LEADer: Free CRM for Mortgage Brokers to Manage Leads & Loans | Webinar
AD Mortgage, LLC
0:00 / 0:00
Become a Leader with LEADer: Free CRM for Mortgage Brokers to Manage Leads & Loans | Webinar
2 368 просмотров · 1 год назад
AD Mortgage, LLC
2,69 тыс. подписчиков
2 368 просмотров · 1 год назад
Free CRM for mortgage brokers – Leader by A&D Mortgage – is here to help you manage leads, loans, and client relationships. Automate routine tasks, send personalized email campaigns, track loan statuses, and manage leads from submission to closing – all in one place. Apply and Get LEADer for FREE: https://admortgage.com/become-a-partn...
Learn how to boost productivity and improve client retention, including automated emails for birthdays and loan anniversaries, a task planner to keep you on schedule, and even real-time loan updates. Grow your business by converting prospects into loyal clients! Plus, it’s completely free for A&D Mortgage partners, so you can maximize efficiency without additional costs.
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A&D Mortgage (NMLS # 958660) is a top wholesale and correspondent lender, bringing first class service. We are a nationwide lender able to conduct business in 40+ states.
Join the more than 6,000 companies who’ve already chosen A&D Mortgage as their long-term partner to expand their pipeline!
Learn About Programs: https://admortgage.com/our-programs/?...
Calculate Your Loan: https://pricer.admortgage.com/?utm_so...
Submit Scenario: https://admortgage.com/scenario-reque...
Become a Partner: https://admortgage.com/become-a-partn...
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00:00 Introduction and Agenda
06:13 What is LEADer CRM?
08:45 How A&D Mortgage Helps You Grow?
12:21 What Can LEADer Do? LEADer Functionality
18:03 Mortgage Lead Management in LEADer: increase lead conversion!
22:59 Manage Mortgage Loans in LEADer: from submission to closing!
29:10 Use Tasks and Calendar to Manage Leads
30:30 Send Personalized Emails – Mass Campaigns, Individual Emails, Templates
34:50 Auto-Emails: Important Dates, Thank for Business, and more!
36:32 Keep Contact Information in One Place
37:05 Personal Broker Profile – Marketing Tools, Disclaimers, Signatures
39:46 LEADer Benefits – Get More Business with FREE CRM
41:44 How to Get LEADer
43:44 Q&A
01:02:56 Wrap-up & Final Thoughts
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