5 tools your mortgage business needs in 2024

2024 growth opportunities are here but you need tools to support your next 12 months

Presented by Emily Miszk
Mortgage Broker
CEO Port Credit Mortgages Inc
Broker BRX MORTGAGE

5 tools that will take your mortgage business from starving to thriving. As a top performer in one of the most competitive mortgage environments and as a busy mom of two being effective and efficient is paramount to my success. I'd love to share with you what has worked for me.

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CRM to connect

If you are in the business and not using a follow-up system you are missing opportunities to serve your clients and partners faster, smarter and more effectly.

Organizational tools

Ways to have your tasks and appointments move as your day moves. Making you more agile and ensuring nothing falls off your plate so you can focus on maintaining your exceptional client experience.

Bonus tool

I said 5 tools. There is a big bonus tool on page 2 that will flip your business into success farther.. even if you don't fund more volume in 2024 than you did in 2023.