Managing Your Own CRM Database Can be Easier Than You Think


Mortgage Girlfriends welcomes Donna Quisenberry, owner of Q2 Database Consulting Services. Donna has provided CRM and marketing solutions specifically for mortgage professionals for over 20 years. Today’s topic is, managing your own CRM database is easier than you think. Donna explains the importance of loan officers having their own CRM database and the potential consequences of not having control over their contacts. She advised focusing on key areas such as contact information, referral information, id status, opt-in, loan information, notes, and tasks, and treating one’s database as an asset.