
What CRM system works best for commercial loan brokers?
Setting up any business model needs a solid CRM that can also work with other software tools that automate the back office. In this new tech world AI has become a good tool that can help find this answers many entrepreneurs are looking for to maximize their time. So I recently asked and AI system the question on this post title and it came up with this:
Selecting the right Customer Relationship Management (CRM) system is crucial for commercial loan brokers to efficiently manage client relationships, streamline loan processes, and enhance overall productivity. Here are some CRM solutions tailored for commercial loan brokers:
• AscendixRE CRM for Capital Markets • BNTouch Mortgage CRM • LendingWise CRM • Salesforce Financial Services Cloud
I personally do not have experience with these, but I used NetSuite for many years for a different industry and it great but it is very expensive for a small business.
If you work in this space or have experience with CRMs, what works best yet affordable?
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