Should you invest in a CRM/Mortgage Platform?

There is no doubt that technology is becoming a powerful force within the mortgage industry. In fact, in a survey carried out in June 2021 with Mortgage Club members, over 75% of advisers said they see technology as a key differentiator for their business. With this in mind, it is surprising to learn that just under half (46%) of respondents were not using software to manage leads and client data.

In this white paper, Legal & General Mortgage Club delves into whether you should use a CRM/mortgage platform and some of the common misconceptions to help you make a decision.