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Staying Competitive: Tools Every Mortgage Broker Needs in Their Arsenal

CSM Magazine

Customer Relationship Management (CRM) Software Managing client relationships is vital for any mortgage broker. CRM software allows brokers to keep track of their interactions with clients, manage contacts, and automate tasks like follow-ups and document generation.

Tools 52
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Exploring Cutting-Edge Features of Modern Mortgage CRM

CSM Magazine

Mortgage customer relationship management (CRM) software is essential for any mortgage company looking to manage its leads and clients effectively. This is especially true when helping with tasks such as collecting necessary documents before applying or checking the status of applications after submission.

CRM 52
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JWH Tanks Boosts Growth by 35% with BigChange Digital Transformation

CSM Magazine

“Using BigChange we have slashed the time taken to produce vital documentation for each job. “Once a job is completed, clients are no longer waiting 24 or 48 hours for paper documents to be returned to the office. .

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Quora Group Grows with BigChange

CSM Magazine

In these environments there is a high level of compliance and documentation required. We have just won a big contract for a local authority, and that includes specific documentation that they want us to use. I can create a worksheet in BigChange and provide them with a document that is exactly what they want.”.

Groups 52
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EB Gas Boosts Engineer Productivity by 20 Percent with BigChange

CSM Magazine

.” EB Gas has now armed all field staff with a mix of mobile phones and tablets in order to access the BigChange job management system, which incorporates a mobile workforce app , customer relationship management (CRM), job scheduling , live tracking , financial management and business intelligence tools, in one system.

CRM 52
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The Customer Care Difference for Healthcare Products

CSM Magazine

Outreach must be conducted in a compliant way: only after permission is obtained through writing or via a recording, with the ability to opt-out of being contacted at any time, and the right to have all personal information removed from the Customer Relationship Management (CRM) database upon request. Documentation of contacts.

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Chicago Glass Boosts Glass Polishing and Restoration Business with BigChange

CSM Magazine

The BigChange job management platform, which incorporates customer relationship management (CRM), job scheduling , live tracking , resource management, job finance and business intelligence , has become the core system used by Chicago Glass.

CRM 52