Integrating Your App Into Your Existing Process: A White Paper Follow

The key to effectively introducing a new technology solution to your business is to keep it simple.  Make sure you're making the solution work for you and not the other way around. Check out the white paper attached at the bottom of this article to see how one of our members effectively integrates her CardTapp app with her tech stack.

A sneak peak:

Streamline CRM Input

CRM integrations are key to leveraging your CardTapp app to save time and streamline the loan process.

Leverage Other Automation Tools

Utilize existing tools like marketing automation systems to make sharing your CardTapp app with new leads or clients easy.

Make the Most Out of New Resources

Incorporate fresh, valuable content. If you have an existing podcast, blog, or site that has explainer videos, be sure to feature those in your app!

Want to learn more about integrating your CardTapp app with your existing loan process?  Schedule some time with us to create a strategy.