The mortgage brokerage space is changing, Simon
But is your CRM data an asset or a liability in finding clients like Harpenden Building Society and Bath Building Society?
But is your CRM data an asset or a liability in finding clients like Harpenden Building Society and Bath Building Society?
Most CRMs are a mess — full of outdated, messy, and duplicated data.
We clean it up.
Using Clay, AI, and custom rules, we enrich your records with precision.
The result?
Smarter segmentation, faster lead routing, and a CRM your team can finally trust.
No more guesswork. Just clean, accurate data.
Only a handful of sales leaders are using automated CRM enrichment. But those who do are getting a serious edge.
To help you explore how it might support your workflow, here are a few questions:
1️⃣ How are you currently identifying which independent mortgage advisers are ready to engage with your network effectively? 2️⃣ What challenges do you face in understanding the unique buying signals of different advisers within your network? 3️⃣ How do you prioritize which potential members to reach out to, especially when dealing with incomplete or inconsistent information?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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