The Tech in Mortgages Virtual Roadshow tackles client retention, social media - and the rise of Zoom

Financial Reporter’s second Virtual Roadshow, which took place yesterday, revealed that while broker firms are comfortable with sales CRMs and sourcing systems, there is still room for improvement when it comes to technology.

The Tech in Mortgages Virtual Roadshow tackles client retention, social media - and the rise of Zoom

Financial Reporter’s second Virtual Roadshow, which took place yesterday, revealed that while broker firms are comfortable with sales CRMs and sourcing systems, there is still room for improvement when it comes to technology.