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the CRM

If you’re not familiar, CRM stands for CUSTOMER RELATIONSHIP MANAGEMENT.


Here at Homestead Mortgage, we believe this a huge driving force between the Loan Originator and their prospective and past clients, as well as realtor partners. Customer Relationship Management tools help to better analyze customer interactions and data throughout the customer life-cycle with the goal of improving your relationships with customers, assisting in customer retention, and driving sales growth. Our systems have marketing automation capabilities that streamline many important touches to keep clients and realtors updated throughout their transactions, as well as stay in touch for years to come. Using these systems to their fullest helps drive customer satisfaction, as well as long-term growth of your business. We provide all of our Loan Originators with the opportunity to use a Customer Relationship Management system as part of their day to day operations and are always looking for additional tools to provide value to our Originators, business partners, and clients.

NOTICE: This is not a commitment to lend or extend credit. We arrange loans, we do not lend. Information and/or data is subject to change without notice. All loans are subject to credit approval. Homestead Mortgage, LLC MA & CT  Broker License #: MB153492 | Licensed by the NH Banking Department #:14996-MBR  | FL Broker Lic. #MBR1549. Homestead Mortgage, LLC NMLS ID# 153492

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