---
title: Webinar – Optimizing your Mortgage Process
description: Join this webinar to discuss optimal workflows through the marketing funnel, and hear from Tristan Kirk on how he manages his marketing and CRM workflows.
---

[![lendesk_logo-1](https://info.lendesk.com/hubfs/lendesk_logo-1.png) ](https://lendesk.com)

#### MORTGAGE INSIGHTS WEBINAR

## Optimizing your Mortgage Process: Marketing and CRM Best Practices

![](https://info.lendesk.com/hubfs/Post-Image-Apr-10-2021-04-39-11-63-PM.png)

## **About this webinar**

Marketing to potential clients, executing mortgage applications and managing client relationships after closing are three very different processes. Join this webinar to hear from Tristan Kirk, Managing Partner at Citadel on optimal marketing and CRM workflows.

**Webinar: Optimizing your Mortgage Process: Marketing and CRM Best Practices **  
**When: **On Demand (watch when it suits you)  
**Duration: **45min + Q&A

 

## **Why you should watch**

This webinar will share how the processes of marketing, executing and client relationships should work together. Attendees will also receive a step by step tutorial on how to set up a CRM properly, to connect to your Finmo application process.

 

## **This Webinar Covers:**

- **Industry best practices:** covering marketing and CRM systems
- **Step by step tutorial:** how to set up your CRM properly

## Watch the Webinar

## Featured Speakers

[![Tristan-headshot](https://info.lendesk.com/hubfs/Tristan-headshot.png)

#### TRISTAN KIRK 

Managing Partner and Mortgage Broker

Citadel Mortgages

](https://citadelmortgages.ca/) [![Greg](https://info.lendesk.com/hubfs/Greg.png)

#### GREG WILLIAMSON

 Chief Revenue Officer

Lendesk

](https://www.lendesk.com/) [![Joe-Headshot](https://info.lendesk.com/hubfs/Joe-Headshot.png)

#### JOE TOMKINS

Sales, Support & Integration Specialist

Lendesk

](https://www.lendesk.com/)

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