Tired of trying to close deals via voicemail or eMail and getting nowhere? You are not alone. Instead of utilizing what are now considered to be archaic methods of communication, try to reach out to your clients via SMS (Short Messaging Se...
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Loan origination software (or LOS) may seem like a trendy piece of tech for your finance or lending business. After all, what does it offer that you can’t already do with something else? In reality, the main reason to consider adding LOS to...
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There are many tools available to help you get the most from the sales process in any industry, such as in finance, for instance. One of the most visual, and systematic, is the sales pipeline. The sales pipeline will show you exactly where ...
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