Connection Inc.

I wanted to find a more consistent way to keep in touch with my clients that was more personal and felt like an extension of me and my office. My database runs 25 year deep. I found this with Connection, specifically with Monika and Jennifer as my account manager and my concierge caller. In just under 2 months of being part of this program, I've gotten messages from my clients that range from, "great to hear from you; we're good for now, but we will be in touch and refer if we know of anyone," to "yes, let's connect, perfect timing." They have booked 17 appointments, of which 5 (so far) have turned into applications. They have an amazing system to help keep me organized with the leads so I can keep track of my scorecard. Monika has been patient as I learn the system but wow, I am feeling fantastic about helping more clients than I otherwise would have. The system, the scripts, the steps in how they help you manage, is spot on. If you've got room to increase your business, wake up your database and shake some trees for some new business, then this is a good option to consider. Definitely recommend.
May 13th, 2023

Fantastic support and training provided through the Executive Program. Lots of tools provided for you to succeed as a Mortgage Broker, to take good care of your clients and generate more applications. Well recommended, especially if you have a current client base that you are too busy to properly follow up with on your own.
Apr 12th, 2023

Having just started with Connect My Leads, Beth Wise from Connection Inc. has been a great help showing us how to run the platform and getting comfortable with the system. Highly recommend her services. Very friendly and always willing to help whenever!
Mar 27th, 2023

Samuel is a rockstar, highly recommend the team at Connection Inc
Mar 25th, 2023

Monika, our concierge, has been fantastic at answering my questions in a very timely manner and guiding me through setting up the CRM for optimal performance for our agents. She's always willing to dig deep to find the answers. Great customer support!
Mar 12th, 2023