Brokeredge Webinars

Initial set up

Connect to your existing and new deals

Key starting point to get Brokeredge working for you right away

Areas to focus on that will help you get your CRM working for you right away

Recommended daily practices to stay on top of your data efficiently

Steps to build out your own customizations

Understanding Contact Stages

How to easily add new leads to the CRM

How to segregate leads

How to automate drip campaigns for contacts and mortgages

Sending emails and texts directly to clients

How to send mass emails, and add merge fields

Using email templates

Tips for creating your automated journeys

Google/Outlook contacts

Lead source integrations like Calendly

How to use Zapier

Text messaging

Create and automate your own custom journey

Automate emails and tasks based on your new stages