In this training, mortgage pros learned how to take control of their CRM using tools for holiday greetings, review requests, lead follow-ups, and more. The team explored how to track leads at different stages, automate tasks using workflows, and avoid duplicates when merging contact data from different sources.
They also covered how to connect Google reviews, manage email campaigns, and view campaign stats. Admin controls, reply issues in the inbox, and a new rate trigger alert were also discussed. Finally, loan officers got hands-on guidance on restarting review requests and keeping realtor partners updated through summaries and tags.
Key Tools & Takeaways:
Google review integration and setup help
Workflow automation for loan and review follow-ups
Email campaign visibility by contact
Lead management without creating duplicates
New features like rate alerts and AVM tools
Tip: If a review email went out but wasn’t completed, you can restart the process by adding that client back into the workflow.
