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I finally stopped using that fancy CRM for tracking refi leads
Used to log every single mortgage refi inquiry into this high-end CRM that cost me $150 a month. Then last Tuesday I switched to a plain whiteboard and some colored markers in my home office - now I close rates faster because I actually look at it every morning. Anyone else find that simpler tools just work better for refi tracking?
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aaronroberts1mo ago
Whiteboards don't have software update notifications popping up.
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dakota_miller931mo ago
I closed 12 refi leads last month using a $200 CRM and a strict daily review routine.
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