Getting Your Database S**t Together – How to Get Started!

Written By: Donna Quisenberry, Q2 Database Consulting Services, can assist you with veritably all your Contact Management and Marketing needs. [email protected]


It is not uncommon to have data in multiple locations. This is especially true in the mortgage industry where your company may or not provide you with data/contact management tools beyond Loan Origination software. Regardless of the tools your company provides, if you wish to keep a record of your contacts over your career, and/or want to do all or some of your own data mining and marketing, your own central database is a must.

This article includes:

  • Concept and implementation strategies
  • Best Practices guidelines as well as instructional tips on how to implement them.

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