Birthday Groups and Campaigns

In this tutorial, we will be exploring how to create BIRTHDAY GROUPS AND CAMPAIGNS within Broker Plus’ CRM 2.0. Broker Plus, designed by a mortgage broker specifically for mortgage brokers and non-del lenders, is an All-in-One solution that combines a mortgage point of sale, LOS, CRM, document manager, product and pricing engine, and Esign capabilities. By learning how to manage contacts within this feature, you can streamline your communication efforts, enhance your marketing strategies, and improve customer satisfaction, ultimately helping you grow your business.