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CRM Training featuing Jeremy Forcier 3
from mikegulitz on 10/7/09
An informative and fun training session with one of the country's premier loan professionals, Jeremy Forcier, of Benchmark Mortgage. Jeremy shares his secrets using the Mortgage Planner CRM.
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CRM Training featuring Jeremy Forcier
from mikegulitz on 10/7/09
An informative and fun training session with one of the country's premier loan professionals, Jeremy Forcier, of Benchmark Mortgage. Jeremy shares his secrets using the Mortgage Planner CRM.
492 views
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MortgagePlannerCRM Product Demo
from mikegulitz on 3/19/09
This is a video product demonstration of MortgagePlannerCRM. About MortgagePlannerCRM: The Mortgage Industry’s premier web-based CRM built on Salesforce.com Today’s competitive landscape and unpredictable business climate, successful mortgage companies understand the importance of leveraging information, customer relationships and maximizing the ROI from all business activities. - - - For more info and Get a Free Trial: http://www.MortgagePlannerCRM.com
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Nurse transforms himself into a $300M LO
from mikegulitz on 3/23/09
Nurse transforms himself into a $300M LO
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CRM Training Featuring Jeremy Forcier 2
from mikegulitz on 10/15/09
Part 2 of the Best Practices trainng.
67 views
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Mortgages, Mentors, & Mastermind - Mar 09
from mikegulitz on 3/19/09
What's your Mindset? Survive or Thrive in 2009? Featured Mentor: Brian McRae Former “Best Buy” Manager becomes a Certified Mortgage Planning Specialist generating over $36M in Loan Volume in 2008! Brian has an incredible story to share as he is enters his 8th year in the mortgage business. We discuss the power of mentorship and how this originator has emerged as the top producer for First National Bank of St. Louis. Brian shares his insights about profitable database management, developing partner relationships that drive referrals, along with his approach to client retention and referral generation. Brian will also give us some of the strategies that he is using in the current market that generated 152 loans and $36,000,000 during 2008 in his hometown of St. Louis, MO.
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Tip: Add a client photo to MortgagePlannerCRM
from mikegulitz on 4/16/09
Helpful video tip by CMPS, Steve Carrigan, about how to add a client photo to the MortgagePlannerCRM. This will help you put a face to a name when you have a large database.
33 views
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Social Media's impact on your business p1
from mikegulitz on 4/23/09
MPC presents Mentors and Masterminds. Host Stephanie York interviews BrandSEO.com CEO, Andrew Zirkin. Part 1 of 2 parts.