We at Top of Mind have been at the mortgage crm game for about 6 1/2 years, and while we’ve never conducted any formal research I’d like to talk candidly about when CRM doesn’t work: If you mistreat your clients in any way, shape or form. Yes, believe it or not, we’ve seen clients who gouge their clients on the front end and hire us to try and salvage the relationship once they’ve trashed it.  It doesn’t work folks.  When you add water to dirt all you get is mud.  Personally, I’ve become more selective of who we’re targeting for clients over the years because these types of clients never stick with us. If you don’t commit philosophically and stay the course. Did you know that a 5% increase in client loyalty can double your bottom-line profitability? But it doesn’t happen overnight.  If Top of Mind mails a birthday card to your client, are you willing to follow up with a phone call?  If we notify you that a past client has put their home for sale , how do you tackle the opportunity?

When Mortgage CRM Doesn’t Work