Six different CRMs. Three rate sheets per day. Spreadsheets nobody could read. We'd log into Arive, copy a stage into Excel, paste a borrower email into our CRM, then text the lead from a personal phone — all to keep one deal moving.
Benji started as the tool we wanted: one place where everything talks. The dog came later — but we kept him because he's a better mascot than “Loan Officer Sales Acceleration Suite v3.”