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Dec '25 •
📊Pipeline Management - where to start...🤷🏽♀️
NO Gate Keeping! Today I show you one of my first pipeline management tools - before I switched to Automated Tech Tools. Check it out & let me know what challenges you have when it comes to managing your pipelines!
1 like • Dec '25
can this be used by us ? Saved?
1 like • Dec '25
@Tressa Pope tis can only be saved on a drive? Can it be put in Docs?
Dec '24 •
Welcome!
I am happy you are here! Introduce yourself by sharing: - Where you're from - What role you have in the Mortgage Industry - What you hope to gain from the Community
2 likes • Sep '25
Im a new Mortgage Broker in NYS . I hope to gain info tips ideas etc.. from experienced people in the Industry.
1 like • Sep '25
A CRM to put in my info that i gather from potential Clients. What would you recomend to use?
1-2 of 2
@baruch-reiss-2168
Professional Mortgage Real Estate Broker, Residential, Commercial, etc. We deal with over 20 Lenders. All situations worked with the correct Funder.
Active 3d ago
Joined Sep 6, 2025
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