The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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Content provided by Frazier. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Frazier or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Why Your CRM Sucks | Ep. 4
Manage episode 466120997 series 3077458
Content provided by Frazier. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Frazier or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
The #1 question in the mortgage world: What’s the best CRM? The real answer? Most loan officers are using them WRONG.
In this episode of The MLO Project, Frazier and Michael break down why CRMs always seem to disappoint—and it’s not the software’s fault. Too many LOs expect a CRM to fix their business when it should be the other way around.
Here’s the truth: Your CRM won’t save you. Your plan will. They’ll show you how to stop overcomplicating things, set clear non-negotiables, and make your CRM work FOR you.
Automation won’t build your business—but learning your CRM will. Tune in and level up!
00:00 Introduction to the Hottest Mortgage Podcast
00:39 Why Your CRM Sucks
01:24 Common Misconceptions About CRMs
03:27 Choosing the Right CRM for Your Needs
06:09 The Importance of Learning Your CRM
10:32 Simplifying Your CRM Usage
13:33 The Role of Automation in CRMs
15:49 Scalability and Community Support
22:06 Conclusion and Final Thoughts
Connect with us at [email protected]
Schedule a demo at empowerlo.com
Chapters
1. Tempo: 120.0 (00:00:00)
15 episodes
Share
Manage episode 466120997 series 3077458
Content provided by Frazier. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Frazier or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
The #1 question in the mortgage world: What’s the best CRM? The real answer? Most loan officers are using them WRONG.
In this episode of The MLO Project, Frazier and Michael break down why CRMs always seem to disappoint—and it’s not the software’s fault. Too many LOs expect a CRM to fix their business when it should be the other way around.
Here’s the truth: Your CRM won’t save you. Your plan will. They’ll show you how to stop overcomplicating things, set clear non-negotiables, and make your CRM work FOR you.
Automation won’t build your business—but learning your CRM will. Tune in and level up!
00:00 Introduction to the Hottest Mortgage Podcast
00:39 Why Your CRM Sucks
01:24 Common Misconceptions About CRMs
03:27 Choosing the Right CRM for Your Needs
06:09 The Importance of Learning Your CRM
10:32 Simplifying Your CRM Usage
13:33 The Role of Automation in CRMs
15:49 Scalability and Community Support
22:06 Conclusion and Final Thoughts
Connect with us at [email protected]
Schedule a demo at empowerlo.com
Chapters
1. Tempo: 120.0 (00:00:00)
15 episodes
All episodes
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Similar to The MLO Project
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Zapier’s CMO), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
…
continue reading
Some Goodness is hosted by Richard Ellis, a seasoned sales leader passionate about inviting top business minds to share their wisdom. Each episode is only 15-20 minutes, perfect for your commute or workout.
…
continue reading
Insightful interviews with authors, experts, entrepreneurs, and thought leaders who share valuable marketing tips, growth strategies, and resources. Hosted by John Jantsch, one of America's top small business marketing experts, this show is dedicated to helping you craft effective marketing strategies that will grow your business. Whether you're a small business owner, marketing professional, or marketing agency owner, you'll gain valuable insights and actionable advice on topics such as mar ...
…
continue reading
Publishing weekly since 2012, this show helps marketers navigate the ever changing marketing jungle with expert interviews from leading marketing pros. Join Social Media Examiner’s founder Michael Stelzner as he helps you discover new strategies and actionable tips to improve your marketing. Show notes at Socialmediaexaminer.com/podcast/
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
Positive Leadership has the power to change the world. By focusing on trust, empathy, authenticity and deep collaboration, leaders can energize their teams to achieve success for individuals, their organizations, and society as a whole. Yet, it remains relatively unknown outside positive psychology and neuroscience circles. Join Jean-Philippe Courtois, former member of the Microsoft senior leadership team alongside Satya Nadella and co-founder of Live for Good, as he brings Positive Leadersh ...
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No BS Allowed - Are you sick of empty suits telling you to work harder? - Learn about The Maverick Selling Method, which models the world's best salespeople and what they do differently. If you are in sales and are passionate about selling, you will like this podcast. The focus is on b2b sales and selling. If you are selling or in sales, this podcast is for you. I cover cold calling, spin selling, challenger sale, solution selling, and advanced selling skills. Strategic selling, LinkedIn, sa ...
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continue reading
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