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Unlock Unlimited Realtor Leads with This Free CRM Upgrade

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Manage episode 483158760 series 3661429
Content provided by Carl White. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carl White or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In today’s Loan Officer Breakfast Club, Chris Johnstone unveiled a game-changing update to the Loan Officer CRM: free access to unlimited qualified real estate agent data through a new integration with Model Match. This powerful upgrade allows loan officers to instantly build agent lists by location and production volume, import them into the CRM, and trigger pre-written follow-up campaigns—all at no additional cost.

Plus, we heard practical wins from the field: how one LO picked up 3 easy refis just by working his database, and how another LO closed a tough USDA deal with full transparency and relationship-building. If you're looking to build stronger referral pipelines and scale your prospecting with less work, this episode is packed with actionable takeaways.

LIVE Zoom Meeting Access: https://www.BreakfastClubZoom.com

Free Strategy Call for Loan Officers: https://www.MortgageTrainingCall.com

Learn More About Us: https://www.MortgageMarketingAnimals.com

  continue reading

26 episodes

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iconShare
 
Manage episode 483158760 series 3661429
Content provided by Carl White. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carl White or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In today’s Loan Officer Breakfast Club, Chris Johnstone unveiled a game-changing update to the Loan Officer CRM: free access to unlimited qualified real estate agent data through a new integration with Model Match. This powerful upgrade allows loan officers to instantly build agent lists by location and production volume, import them into the CRM, and trigger pre-written follow-up campaigns—all at no additional cost.

Plus, we heard practical wins from the field: how one LO picked up 3 easy refis just by working his database, and how another LO closed a tough USDA deal with full transparency and relationship-building. If you're looking to build stronger referral pipelines and scale your prospecting with less work, this episode is packed with actionable takeaways.

LIVE Zoom Meeting Access: https://www.BreakfastClubZoom.com

Free Strategy Call for Loan Officers: https://www.MortgageTrainingCall.com

Learn More About Us: https://www.MortgageMarketingAnimals.com

  continue reading

26 episodes

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