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Mortgage broker software, CRM specifically, is used by professionals in the field to record, manage all customer interactions. It functions to keep track of all records, client dealings, and also to plan strategies and get in touch with leads. In essence, CRM is not new, because people used to do it with classic methods, such as pen and paper, and afterwards with spreadsheets. However, improvements have been made along the years, and all customer information is moved into a single software tool, so that all employees have access to it, on their computers, laptops, and even mobile phones.

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