Written By: Donna Quisenberry, is a Certified Consultant with Q2 Database Consulting Service. Q2 is a full-service company providing complete solutions for your database and marketing management needs. You can reach her at [email protected], or (760) 434-3431.
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Across the mortgage industry, there is a fundamental truth that you may have heard on more than one occasion. This truth is, build your business by design, not by accident.
This is true for any business and is especially potent in the mortgage industry, because providing mortgages for people is almost more relationship driven than it is transactional. As a mortgage professional you are privy to some of the most private information a person has, their financial status, their financial dreams, and since personal and financial are so closely interwoven, you usually end up knowing a lot about their family, personal relationships, etc.
In order to provide the highest service levels, you must be able to keep track of not only the data on their loan transaction, but also all the related information about their life, their dreams etc., pertaining to their financial needs. You also need to stay in touch with them between loan transactions. The only way to do this effectively is with a database tool.
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