Interview with a Mortgage CRM Architect Building a Lead to Application CRM with Brad Brondt

Second Opinion Loan Officer Podcast

Mortgage CRM questions are the topic of much debate between newer loan officers and old veteran originators that remember the good old days!

In this video, I talk to a mortgage originator and tech geek friend, Brad Brondt, about a CRM he built on Go High Level over the past 2+ years. He's got a brilliant, methodical mind that I think you'll appreciate.

Brad's thought process is a great insight into how you need to think when mapping out your customer journey and determining what gets automated and when you have to pick up the phone and make a call.

The secret is building a machine that fits your workflow, technical acumen, and workday, then sticking to the system. Work the system.

We spend most of this hour talking about the problems he encountered in his mortgage origination business and how he solved those problems with his CRM. It's a fascinating look into the mind of a CRM architect!

We also talk a lot about the CRM platform, Go High Level, a popular CRM framework that many CRMs are built on. If you've ever considered GHL as a CRM option, you'll find that part of the conversation useful as well.

If you want to talk to Brad about the CRM he built, you can book a time on his calendar at https://bradbrondt.com. (which is a digital business card included in his CRM!)

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Learn how to become Mortgage lead Rainmaker and Content Creator on the FindMyWayHome Expert Network - https://www.MLO.Expert THANK YOU FeedSpot, for naming the Second Opinion Loan Officer Podcast as a Top 10 Mortgage Podcast for 2023 - https://blog.feedspot.com/loan_officer_podcasts/

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