A Lender’s Playbook for Maximizing the ROI of your CRM

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MBA Member Price $0.00
Non-Member Price $399.00


Many organizations have a CRM, but too often it isn’t being used with maximum effectiveness to manage early-stage pipeline and to obtain 100% adoption by all MLOs.

Join industry experts to gain valuable insights on the importance of identifying your sales process and aligning it to your CRM. Also, see first-hand how one mortgage team leveraged their sales process and CRM to build a culture of accountability.


  • Tuesday, March 1 (1:00 PM - 2:00 PM ET)


  • Develop a true sales process for your organization that can be followed by all MLOs and aligned to your CRM
  • Build an early-stage pipeline that focuses on tracking & managing pre-application deals which will provide new visibility into overall deal flow
  • Implement simple accountability and sustainability measures that will increase visibility into MLO production while driving 100% adoption of your technology/CRM

Who Should Attend?

  • C-Suite executives
  • Senior leaders
  • Directors
  • Managers


  • Adam Pickett, Founder & President, Accelergy Consulting
  • William McNeil, Founder & CEO, Accelergy Consulting
  • Kellie Landwer, SVP, Director of Residential Lending, Seacoast Bank