Articles #Adrian Schulz

We all know the perfect mortgage broker technology stack doesn’t exist. But as Canadian financial technology (fintech) continues to evolve by leaps and bounds, if you’re like the majority of mortgage brokers, you’re looking for a tech stack that will let you smoothly and efficiently operate and grow your business.

If, like so many mortgage brokers, you’ve been searching for just the right CRM system and can’t seem to find anything that works exactly the way you need it to, I’ll let you in on a little secret: You’re likely holding a fully-functioning CRM in your hand right now.

Whomever removes the greatest number of hurdles in the client’s overall journey of obtaining a mortgage will ultimately be best positioned to secure the most business.