Top 10 CRM Tips

CRM Customer Relationship Management Database Example
My team excels at follow-up. We are diligent about using our Customer Relationship Management (CRM) database to keep in touch with customers. Here are a few things we've learned along the way.

Real Estate Market Trends

Real estate prices are cooling in Washington and on the Olympic Peninsula. In Seattle, price reductions are becoming more common than multiple offers. Port Townsend and Jefferson County is sure to follow suit.

Separation of Mortgage and Real Estate

It's important to have processes and procedures in place to prevent fraud
It's important for the real estate agent and mortgage loan officer to have processes and procedures in place to discourage fraud. As such, a buyer's mortgage paperwork shouldn't pass through the hands of the REALTOR if it can be helped.

How to Buy a HUD Home

We have a new HUD foreclosure in Jefferson County, WA and there are a few things real estate agents and borrowers should know. Whether your home loan will be an FHA loan or a conventional loan, HUD homes are treated a little differently from other real estate listings.

Condo Cheat Sheet

Just like mortgage lenders and brokers have a list of guidelines for home loan borrowers, they also have a long list of requirements for condominiums. Find out if your condo project is eligible for standard home loan financing or is a non-warrantable condo. We have a little of both in Port Townsend and Jefferson County, WA!

Manufactured vs Modular

In the mortgage world, a modular home is treated just like a stick built home. But financing for manufactured homes requires special considerations.