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6 Awesome Time-Saving Apps for Busy Mortgage Brokers

Outbound Engine

For mortgage brokers, meeting with clients, prequalifying prospective buyers, reviewing financing options and more take up a lot of time. We’ve narrowed down the field to a handful of time-saving apps to help busy mortgage brokers be more productive both on the job and in your time away from the office. Improve Work/Life Balance.

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Transform your B2B brand: 7 strategic insights

Martech

Additionally, they can help you acquire a new domain for your website, including negotiating with a broker if necessary and checking availability for social media handles. In addition to planning an external splash at a user conference, industry trade show or other relevant event, involve your employees.

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Interview with Mark Schaefer

Onalytica B2B

He is among the world’s most recognized social media authorities and has been a keynote speaker at conferences such as Social Media Week London, SXSW, National Economic Development Association, Word of Mouth Marketing Conference Tokyo, PR News, and the Institute for International and European Affairs.

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Appointment Setting for Financial Advisors Made Easy

Salesforce Marketing Cloud

It can also book resources like a conference room to keep sensitive conversations private. If you’ve invited a mortgage broker to a meeting with a client who is ready to purchase new property, you can send a reminder to confirm or change the meeting time. It can include third-party participants, like a notary or lawyer.

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It takes a village to launch a new online publication

Biznology

Origin Story. I hope you’ve noticed that I’ve cut my hours down here at Biznology to once-a-month. Like this post? Sign up for our emails here. The post It takes a village to launch a new online publication appeared first on Biznology.

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Video for Financial Services: Banking and Beyond

Vidyard

Edward Jones has enabled clients to video conference with their financial advisors, making meetings more convenient. million insurance agents, brokers, and service employees in the U.S. Bank of America has started launching robo-branches, with only an ATM and a video conference meeting room.

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How to Leverage Intent Data to Drive More Business

NetLine

Buyer-level intent data, specifically, is sourced from dozens of intent signals that are gathered from multiple touch points throughout the customer journey, from the content prospects consume to the conferences they attend. This data enables sales teams to focus marketing spend on prospects who are actively ready to buy.