Find the best CRM for Canadian mortgage brokers to streamline client management and boost efficiency. Explore top platforms tailored for your brokerage needs.

Learn effective mortgage broker client retention strategies to build lasting relationships, increase referrals, and ensure long-term business success.

Strengthen client relationships with personalized home equity analysis for clients, offering tailored insights that enhance their financial journey.

Understand loan officer A.I. CRM pricing, features, and value to choose the best platform for your needs. Learn how to maximize efficiency and client relationships.

Learn how to build a mortgage renewal pipeline that strengthens client relationships and boosts referrals, ensuring long-term success for your brokerage.

Explore essential tools for a client for life mortgage business to build lasting relationships and secure repeat clients with ease.

Find the top mortgage renewal alert software in Canada to stay ahead of your renewal dates and secure the best terms for your mortgage.

After spending eight years as Head of Product at Lendesk, I decided it was time to build something of my own. I left Lendesk and explored a couple of paths - joining a startup accelerator, partnering with a venture studio - but none of the ideas I tried really clicked. Then, inspiration struck one day while cleaning out my email inbox.