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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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The Complete Guide to Channel Sales

Salesforce Marketing Cloud

Channel sales types Benefits of a channel sales model Drawbacks of a channel sales model — and how to counteract them How to develop and execute a channel sales strategy Empower your partners and grow From personalized portals to AI-powered lead routing, see how Partner Relationship Management can help you. Independent brokers or agents.

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Antitrust trial over Google search set to open

Martech

In January, the DOJ filed an antitrust case against it concerning Google’s role as an advertising broker, publisher and auctioneer. The case is widely seen as one of the biggest challenges to tech industry power since the DOJ sued Microsoft in 1998 over its market dominance for personal computers.

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FMG Named “Best Overall Fintech Software” in the 2024 Fintech Breakthrough Awards

FMG Suite

FMG has relationships with the leading independent broker-dealer networks and integrations with several widely used wealthtech platforms. Last year, FMG customer websites received more than 70 million views, FMG customers sent over 308 million emails, 59% of which were automated, and customers shared a total of 2.2 million social media posts.

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See How Predictive Analytics Can Give Your Insurance Agency an Edge

Salesforce Marketing Cloud

In a nutshell — predictive analytics enables brokers to grow faster by helping them to: Do more with less by simplifying your workflows Spend time where it counts and help clients fill coverage gaps Recruit new talent and customers Not just a 360-degree view — a 360-degree action plan. Do more with less by simplifying your workflows.

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Data overload: Marketoon of the Week

Martech

But they’re also re-evaluating their data sources, shifting from third party data brokers to the data consumers willingly share about themselves directly to a brand. It can include preference center data, purchase intentions, personal context, and how the individual wants the brand to recognize her.”.

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How to Sell Your E-Commerce Business for 3-10x the Profit

SmartBug Media

Get a Broker. Working with a broker can help speed up and facilitate the sale of your business. A lot of brokers have valuation tools baked into their processes, as well. With an existing roster of potential buyers, a broker can significantly cut down on the work you personally have to do. Transfer Ownership.