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.

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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