The benefits of CRM & your LOS ‘talking’ to each other
Integrating your loan origination software (LOS) and your CRM may be the most effective sales investment your bank can make. Need more time to sell? Forrester Research (along with other…
Integrating your loan origination software (LOS) and your CRM may be the most effective sales investment your bank can make. Need more time to sell? Forrester Research (along with other…
In a recent poll conducted by Moody’s Analytics, the question was asked, ‘What is your biggest challenge in initiating the loan process?’, to which 66% of bankers surveyed answered the manual collection…
In 2021 financial advisors grew assets by 12% (7.5% was new clients and 4.5% was existing clients) but lost approximately 6% of assets in outflows (half from losing clients, half…
Did you know that the estimated number of small businesses in the US is 31.7 million? Additionally, they make up 99.9% of all the firms in the US. Considering how…
The world of real estate is arguably one of the most competitive industries. With such a high earning potential, it's no secret why this field is so competitive and cutthroat.…
As every insurance agency knows, gaining consumer trust is one of the biggest challenges in the insurance industry. In fact, one study found that only 20% of customers think that…
The insurance industry is fiercely competitive — but of course, as an insurance professional, you already know that. If you’re struggling to grow your business and capture more of the…
Integrating new software solutions into your team's operations can be costly and time-consuming for any size business. The dedicated team at Softech Solutions alleviates these burdens by working with businesses…
It can be tempting to think an email marketing strategy is outdated and irrelevant. Some may say that nonprofits should focus more on upping their social media game to reach…
No matter the size or scope of your business, having a helping hand to get new software up and running can make an onboarding process much easier. The dedicated professionals…
Every real estate professional knows that the current housing market is hotter than ever. In fact, some analysts say the market has already hit growth levels not seen since 2008.…
All nonprofits — no matter what size or area they serve — face many of the same challenges. They have to manage both paid employees and volunteers. Attract new donors…
Aside from being a legal requirement, the unsubscribe links in your marketing emails are more than just a way to lose subscribers, and you can actually put them to good…
Email address validation services are a popular option for cleaning a marketing list, but how do they work, how are they different from traditional list cleaning methods, and how do…
When you send email to major inbox providers like Gmail, Microsoft, or Yahoo/AOL, your recipients have the option to click the “Spam” or “Junk” button to file a spam complaint…