The biggest advantage for your lender/agent relationship in the system is via leads notes. You can always see each others' notes. Implement a system where they use hashtags to categorize leads. On the leads they categorize, check their notes and interactions with the agent. No notes or interactions means nothing is being done.
[K+] How can I work with my Lender to track followups/due diligence?
Updated over 5 years ago