Tips and Ideas
We all know that the mortgage business slows down during the summer. And if you’re like most brokers, you wait until your business is slow to invest in improvements. In fact, we know how difficult it can be to find the time and resources to make those investments when things are busy.
This is why we see so many mortgage brokers reach out to us when they realize they need a better CRM—and that’s not just because our product is great; it’s because they’ve realized there are steps they can take now to improve their businesses even when times are tough.
Here are some tips based on our industry experience:
Don’t wait until conditions are perfect—just do it! Find the time to work on your business versus in your business. This is especially important now that we’re entering a summer slowdown. You need to keep your momentum going no matter what kind of environment you find yourself in!
We have seen plenty of clients who say they don’t have time for anything else besides emailing clients back and forth all day long… but if this sounds like you, it means something needs to change! It might be time for a new CRM or sales system!
Build systems that allow you to scale up or down based on the market conditions. The more efficient you can make yourself, the more time you have left over for other activities or important things in life (like spending time with friends and family!).
But here’s the thing: even though your business is slowing down, don’t forget about investing in it! You’ll be glad you did when things pick back up again.
We also wanted to give you a heads-up: if you want to take advantage of this summer slowdown, now is the perfect time to start this practice! We’ve seen a lot of people switch to BluMortgage and see an immediate improvement in their productivity levels and revenue generation because we provide tools that help them spend more time working with clients and less time on administrative tasks.
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