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MortgageNewsDaily: IMBs, retained servicing, & taxes; CRM advice; co-issue & bifurcation: orange alert? “joke” about perspective

CRM “Rob, I own a medium-sized broker shop, and we are investigating CRMs (Customer Relationship Management software). Any advice?” Knowing that STRATMOR regularly advises a large number of lenders on CRM and other software, I turned to Garth Graham, Senior Partner. Garth replied, “Our CRM knowledge is focused more on Enterprise level solutions, but there are some things to keep in mind in determining the solution set for brokers and for all lenders. Whether you’re a mortgage broker or a mortgage banker, one needs to be clear WHAT you want it to do.

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