by Unify CRM | Apr 22, 2019 | Compliance, Security
Security is more important than ever in a digital age. With all the news headlines of data breaches and privacy controversies, there’s no wonder that people are concerned about the safety of their personal data. Your CRM vendor handles not only your data, but...
by benh | Nov 4, 2016 | Compliance, Marketing
I remember the dread that came over my team when one of our mortgage clients informed us that they were going through an audit and very soon and needed all marketing communications that had been sent out since they started using our system. Frantically the team pulled...
by benh | Oct 20, 2016 | Compliance, Full Suite CRM Solution, Marketing, Mortgage CRM Sales Tracking, Mortgage Solution Software, Uncategorized
It’s 5:35 pm on a Tuesday afternoon. Alex peeks out of his office to make sure that all his employees and loan officers are gone and then closes his door to make sure that he is not disturbed. He sat at his desk and pulled up the quarterly report he has been...
by benh | Aug 22, 2016 | Compliance
Being a Mortgage Lender in 2016 has become a complicated and competitive environment where it is not only harder to acquire and keep new customers, but also to be able to adhere to the extensive list of rules and guidelines while doing so. A Costly Scenario Your...
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