CRM Essentials for Title Agents
February 27, 2025
Title agents need a Customer Relationship Management (CRM) system to effectively manage their complex network of clients to track crucial details leading up to and after the closing. A CRM can help title professionals optimize processes, improve relationships and increase sales. Listen to this Stavvy-sponsored ALTA Insights webinar to learn what capabilities and features a CRM should have to help your company achieve its goals.
The webinar discusses:
- What is a CRM
- Why you should care
- How a CRM can level up your business
- Tips to overcome top challenges
- Things to consider when evaluating options (i.e.. pricing, integrations, etc.)
- A demo of what is possible
Speaker
- Dean Collura | General Manager and EVP | ProfitSolv
- Matthew Defrain | Senior Account Executive | ProfitSolv
Contact ALTA at 202-296-3671 or [email protected].