Founder Questions Hub

Answers to the questions founders ask when they're trying to improve operations, automate manual work, or figure out what to do next.

founderquestion-1-mortgage

Mortgage Industry

How Do I Stop Manually Sorting Lender Emails Into the CRM?

Your team is spending two to three hours every evening reading lender emails, deciding which deal each one belongs to, and manually updating the CRM; that process can usually be automated. We've seen mortgage teams spend hours every week on this kind of work when software can handle most of it automatically.