From the category archives:

Mortgage Lenders

Do you use software that makes you jump through hoops to import leads?
Don’t answer that yet.
One simply has to look at the many software products that are available ready to serve any purpose. Then the question becomes – do you use software that allows you to import your leads into [...]

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Very simply put, this is about leads. My guess is that you’re asking why. Why write a post devoted to leads?
Well, in this new world where transparency is king, whether you provide it or others provide it for you, I want to be upfront about what we’re trying to accomplish.
You see, we sell [...]

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If you’re a mortgage broker using Calyx Point as your loan origination system, you may be wondering if there’s a good way to retrieve and work with the client loan data you’ve accumulated over the years.
The good news is the answer is Yes.
REAFFINITY is pleased to announce the availability of our Leads Manager Calyx Point [...]

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How’s business?
You probably hear that a lot. I know I do. When asked where most business comes from, many mortgage brokers answer “referrals” – with what I sense is a relief that they’re not making calls anymore. Good for them. A steady stream of clients without working to get [...]

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People who know me from my days at Fortune 100 companies probably aren’t surprised by the shift to writing software for small businesses. After all, the companies themselves have been trying to find a way to sell their expensive software to the small to mid-size business market for years, usually with little success. Not [...]

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