{"id":28444,"date":"2023-03-13T12:11:46","date_gmt":"2023-03-13T19:11:46","guid":{"rendered":"https:\/\/www.nimble.com\/blog\/?p=28444"},"modified":"2024-11-06T07:16:54","modified_gmt":"2024-11-06T15:16:54","slug":"automatically-customize-your-deal-pipelines-with-nimbles-new-vertical-industry-templates","status":"publish","type":"post","link":"https:\/\/www.nimble.com\/blog\/automatically-customize-your-deal-pipelines-with-nimbles-new-vertical-industry-templates\/","title":{"rendered":"Automatically Customize Your Deal Pipelines with Nimble&#8217;s New Vertical Industry Templates"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Our Nimble Development Team is kicking the New Year off strong with the release of our brand new <strong><em>Vertical Industry\u00a0<\/em><\/strong><\/span><b><i>Deals Templates!\u00a0 <\/i><\/b><span style=\"font-weight: 400;\">Much like our <\/span><a href=\"https:\/\/www.nimble.com\/blog\/workflows\/\"><i><span style=\"font-weight: 400;\">Workflows Templates<\/span><\/i><\/a><span style=\"font-weight: 400;\">, our new <\/span><b><i>Deals Pipeline Templates<\/i><\/b><span style=\"font-weight: 400;\"> were designed to help automatically tailor Nimble Deals to the unique needs of many common vertical industries including <\/span><b><i>Insurance<\/i><\/b><span style=\"font-weight: 400;\">, <\/span><b><i><a href=\"https:\/\/www.nimble.com\/blog\/what-is-a-crm-in-real-estate\/\">Real Estate<\/a><\/i><\/b><span style=\"font-weight: 400;\">, <\/span><b><i>Automobile<\/i><\/b><span style=\"font-weight: 400;\">, <\/span><b><i>Business<\/i><\/b> <b><i>Consulting<\/i><\/b><span style=\"font-weight: 400;\">, <\/span><b><i>Financial<\/i><\/b> <b><i>Services<\/i><\/b><span style=\"font-weight: 400;\">, <\/span><b><i>Legal<\/i><\/b> <b><i>Services<\/i><\/b><span style=\"font-weight: 400;\">, <\/span><b><i>Non-Profit Fundraising<\/i><\/b><span style=\"font-weight: 400;\">, and <\/span><b><i>Mortgage Broker<\/i><\/b><b>s<\/b><b><i>!<\/i><\/b><\/p>\n<div class=\"ast-oembed-container \" style=\"height: 100%;\"><iframe loading=\"lazy\" title=\"Introducing Nimble&#039;s Vertical Industry Deal Pipeline Templates\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/Y4d6IvfMUao?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<p><span style=\"font-weight: 400;\">With Nimble\u2019s new <\/span><b><i>Deal Pipeline Templates<\/i><\/b><span style=\"font-weight: 400;\">, users can infinitely customize each template or completely build one from scratch! In addition with the launch of these templates, users can customize each Deal flow with <\/span><b><i>custom objects (including custom fields and groups) and tags!<\/i><\/b><\/p>\n<hr \/>\n<h2 style=\"text-align: center;\"><span style=\"font-weight: 400;\">Why Use Vertical Industry Deal Pipeline Templates?<\/span><\/h2>\n<p>We researched common vertical industries to help us <strong>determine their unique needs and processes in order to deliver a template to our users that was automatically tailored for their vertical industry<\/strong>, outfitted entirely with <strong>pre-determined Pipeline Stages and Custom Fields.<\/strong><\/p>\n<p>For example, by using our General Insurance Deal Pipeline Template, you can begin capturing information specific to your industry such as <strong>a provider, a policy number, or insurance premiums<\/strong> through pre-set Custom Fields.<\/p>\n<p>Using a vertical industry template for a Deal Pipeline can be beneficial in several ways. Templates can provide you with a <strong>structured and standardized approach to completing a Deal<\/strong>, which can<strong> improve efficiency and reduce errors.<\/strong>\u00a0 Templates can also provide a <strong>starting point for customization<\/strong>, enabling you to tailor the workflow to your<strong> specific needs while still leveraging the best practices from the template<\/strong>.<\/p>\n<hr \/>\n<h2 style=\"text-align: center;\"><span style=\"font-weight: 400;\">What Vertical Industry Templates are Available in Deals?<\/span><\/h2>\n<p>To get started using a Deal Pipeline Template, start in your <strong>Deals tab in Nimble<\/strong>. Select <strong>&#8220;Add Deal Pipeline&#8221;<\/strong> at the top. On the left side of the pop-up will be a <strong>list of Deal Pipeline Templates that are ready to use!<\/strong><\/p>\n<p><a href=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/03\/CleanShot-2023-03-08-at-10.28.22-1.gif\" class=\"external\" rel=\"nofollow\"><img decoding=\"async\" class=\"size-full wp-image-28639 aligncenter\" src=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/03\/CleanShot-2023-03-08-at-10.28.22-1.gif\" alt=\"\" width=\"800\" height=\"694\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Nimble\u2019s first phase of <\/span><b><i>Templated Deal Pipelines <\/i><\/b><span style=\"font-weight: 400;\">includes variations of <\/span><b><i>Insurance<\/i><\/b><span style=\"font-weight: 400;\"> templates (general, life, and property), <\/span><b><i>Real Estate <\/i><\/b><span style=\"font-weight: 400;\">(seller and buyer), <\/span><b><i>Automobile<\/i><\/b><span style=\"font-weight: 400;\"> sales, <\/span><b><i>Consulting <\/i><\/b><span style=\"font-weight: 400;\">services, <\/span><b><i>Financial<\/i><\/b><span style=\"font-weight: 400;\"> services, <\/span><b><i>Legal<\/i><\/b><span style=\"font-weight: 400;\"> services, <\/span><b><i>Non-Profit Fundraising<\/i><\/b><span style=\"font-weight: 400;\">, and <\/span><b><i>Mortgage Broker<\/i><\/b> <b><i>Sales!<\/i><\/b><\/p>\n<p><span style=\"font-weight: 400;\">Use each template as-is, or <\/span><b><i>customize <\/i><\/b><span style=\"font-weight: 400;\">each one to fit the needs of your business! Continue reading to learn more about each template, and we\u2019ll even give you some great examples of how to get started!<\/span><\/p>\n<hr \/>\n<h2 style=\"text-align: center;\"><span style=\"font-weight: 400;\">\u00a0Insurance Template<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Our Nimble community is composed of many different people in many different roles. One popular role we see is within the <\/span><b><i>insurance industry<\/i><\/b><span style=\"font-weight: 400;\">. This is why we\u2019ve created several different insurance templates to fit the needs of a very diverse industry!\u00a0<\/span><\/p>\n<p><a href=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/01\/insurance-types-1.jpg\" class=\"external\" rel=\"nofollow\"><img decoding=\"async\" class=\"wp-image-28584 aligncenter\" src=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/01\/insurance-types-1.jpg\" alt=\"\" width=\"725\" height=\"560\" srcset=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/01\/insurance-types-1.jpg 1537w, https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/01\/insurance-types-1-300x232.jpg 300w, https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/01\/insurance-types-1-1024x791.jpg 1024w, https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/01\/insurance-types-1-768x594.jpg 768w\" sizes=\"(max-width: 725px) 100vw, 725px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">These templates include <\/span><b><i>General Insurance, Life Insurance, and Property &amp; Casualty Insurance.<\/i><\/b><\/p>\n<ul>\n<li aria-level=\"1\"><b><i>General Insurance Pipeline: <\/i><\/b><span style=\"font-weight: 400;\">This template focuses on selling insurance overall. Instead of focusing on a specialty within the insurance industry, <\/span><b><i>it focuses on the basics<\/i><\/b><span style=\"font-weight: 400;\">, making it a great template to start off with and customize on your own!\u00a0<\/span>\n<ul>\n<li aria-level=\"1\"><b><i>Stages:<\/i><\/b><span style=\"font-weight: 400;\"> Prospecting, Preparation, Outreach &amp; Presentation, Address Objections, Closing<\/span><\/li>\n<\/ul>\n<\/li>\n<li aria-level=\"1\"><b><i>Life Insurance Pipeline: <\/i><\/b><span style=\"font-weight: 400;\">This template was created for Insurance agents or brokers who spend time advising customers on what type of policy to buy and facilitating the application process in relation to life insurance.<\/span>\n<ul>\n<li aria-level=\"2\"><b><i>Stages: <\/i><\/b><span style=\"font-weight: 400;\">Prospecting\/Web Leads, Qualifying\/Request Info, Quoting, Closing<\/span><\/li>\n<\/ul>\n<\/li>\n<li aria-level=\"1\"><b><i>Property\/Casualty Insurance Pipeline: <\/i><\/b><span style=\"font-weight: 400;\">This template was created for Insurance agents or brokers who spend time advising customers on what type of policy to buy and facilitating the application process in relation to property\/casualty insurance.<\/span>\n<ul>\n<li aria-level=\"2\"><b><i>Stages: <\/i><\/b><span style=\"font-weight: 400;\">Prospecting\/Web Leads, Qualifying\/Request Info, Quoting, Closing<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Each of these templates is equipped with custom fields, such as <\/span><b><i>Provider, Policy Number, Effective Date, Expiration Date, and much more!\u00a0<\/i><\/b><\/p>\n<hr \/>\n<h2 style=\"text-align: center;\"><span style=\"font-weight: 400;\">Real Estate Template<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Another popular industry we find within our Nimble community is the <\/span><b><i>real estate industry. <\/i><\/b><span style=\"font-weight: 400;\">We\u2019ve created a set of unique templates for both<\/span><b><i> Buyers and Sellers! <\/i><\/b><span style=\"font-weight: 400;\">Each template can be customized to suit the individual needs of each agent.\u00a0<\/span><\/p>\n<p><a href=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/real-estate-1.jpg\" class=\"external\" rel=\"nofollow\"><img decoding=\"async\" class=\"wp-image-28594 aligncenter\" src=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/real-estate-1.jpg\" alt=\"\" width=\"725\" height=\"558\" srcset=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/real-estate-1.jpg 1537w, https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/real-estate-1-300x231.jpg 300w, https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/real-estate-1-1024x788.jpg 1024w, https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/real-estate-1-768x591.jpg 768w\" sizes=\"(max-width: 725px) 100vw, 725px\" \/><\/a><\/p>\n<ul>\n<li aria-level=\"1\"><b><i><a href=\"https:\/\/www.nimble.com\/blog\/crm-for-commercial-real-estate\/\">Real Estate (Seller) Pipeline<\/a>: <\/i><\/b><span style=\"font-weight: 400;\">This template was created for real estate agents who want to easily keep track of individuals looking to sell their property and identify as sellers.<\/span>\n<ul>\n<li aria-level=\"1\"><b><i>Stages: <\/i><\/b>Preparing a Sales Listing, <a href=\"https:\/\/www.nimble.com\/pricing\/\">Pricing<\/a> the Property, Organizing Property Viewings, Negotiating the Sale, Closing the Sale<\/li>\n<\/ul>\n<\/li>\n<li aria-level=\"1\"><b><i>Real Estate (Buyer) Pipeline: <\/i><\/b><span style=\"font-weight: 400;\">This template was created for real estate agents who want to keep track of individuals looking to purchase property and identify as buyers.<\/span>\n<ul>\n<li aria-level=\"2\"><b><i>Stages: <\/i><\/b><span style=\"font-weight: 400;\">New Lead \/ Attempting Contact, Initial Appointment, Seeking Lender Approval, Searching, Under Contract, Lost\/Recovering OR Closed Business<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Each of these templates is equipped with custom fields, such as<\/span><b><i> Asking Price, Property Location, and Square Footage!\u00a0<\/i><\/b><\/p>\n<hr \/>\n<h2 style=\"text-align: center;\"><span style=\"font-weight: 400;\">Automobile Sales Template<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">The process of selling an automobile is one of the most common in the world. It is extremely crucial for car salesmen to be able to <\/span><b><i>view all of the automobiles in inventory<\/i><\/b><span style=\"font-weight: 400;\"> and easily track <\/span><b><i>which stage of the sales process<\/i><\/b><span style=\"font-weight: 400;\"> they are in. This is why we\u2019ve created a template designated just for that!<\/span><\/p>\n<p><a href=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/auto-sales-1.jpg\" class=\"external\" rel=\"nofollow\"><img decoding=\"async\" class=\"wp-image-28595 aligncenter\" src=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/auto-sales-1.jpg\" alt=\"\" width=\"724\" height=\"562\" srcset=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/auto-sales-1.jpg 1540w, https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/auto-sales-1-300x233.jpg 300w, https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/auto-sales-1-1024x795.jpg 1024w, https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/auto-sales-1-768x596.jpg 768w, https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/auto-sales-1-1536x1192.jpg 1536w\" sizes=\"(max-width: 724px) 100vw, 724px\" \/><\/a><\/p>\n<ul>\n<li aria-level=\"1\"><b><i>Stages:<\/i><\/b> <span style=\"font-weight: 400;\">Meet &amp; Greet, Interview, Vehicle Selection, Test Drive, Trade Evaluation, Ask for the Sale<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">This template is equipped with custom fields, such as <\/span><b><i>Price, Make, and Model!<\/i><\/b><\/p>\n<hr \/>\n<h2 style=\"text-align: center;\">\u00a0<span style=\"font-weight: 400;\">Consulting Services Template<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">It\u2019s important to acknowledge that not all \u201cdeals\u201d result in products being purchased. In fact, much of our <\/span><b><i>Nimble community sell services <\/i><\/b><span style=\"font-weight: 400;\">rather than physical products! We\u2019ve created a consulting services template because it is extremely beneficial to <\/span><b><i>model the lifecycle of a client <\/i><\/b><span style=\"font-weight: 400;\">in a pipeline.<\/span><\/p>\n<p><a href=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/consulting-1.jpg\" class=\"external\" rel=\"nofollow\"><img decoding=\"async\" class=\"wp-image-28596 aligncenter\" src=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/consulting-1.jpg\" alt=\"\" width=\"725\" height=\"558\" srcset=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/consulting-1.jpg 1534w, https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/consulting-1-300x231.jpg 300w, https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/consulting-1-1024x788.jpg 1024w, https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/consulting-1-768x591.jpg 768w\" sizes=\"(max-width: 725px) 100vw, 725px\" \/><\/a><\/p>\n<ul>\n<li aria-level=\"1\"><b><i>Stages: <\/i><\/b><span style=\"font-weight: 400;\">Entry and Contracting, Data Collection and Diagnosis, Implementation, Extension, Recycle, or Termination<\/span><\/li>\n<\/ul>\n<hr \/>\n<h2 style=\"text-align: center;\">\u00a0<span style=\"font-weight: 400;\">Financial Services Template<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">There are many different types of financial services provided by our Nimble community. This is why we\u2019ve created a generalized template that can be used for all services, such as <\/span><b><i>banking, advisory, wealth management, and more!<\/i><\/b><span style=\"font-weight: 400;\"> Simply customize the template to suit your specific business needs.<\/span><\/p>\n<p><a href=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/financial-services-1.jpg\" class=\"external\" rel=\"nofollow\"><img decoding=\"async\" class=\"wp-image-28597 aligncenter\" src=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/financial-services-1.jpg\" alt=\"\" width=\"725\" height=\"560\" srcset=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/financial-services-1.jpg 1531w, https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/financial-services-1-300x232.jpg 300w, https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/financial-services-1-1024x791.jpg 1024w, https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/financial-services-1-768x593.jpg 768w\" sizes=\"(max-width: 725px) 100vw, 725px\" \/><\/a><\/p>\n<ul>\n<li aria-level=\"1\"><b><i>Stages: <\/i><\/b><span style=\"font-weight: 400;\">Prospecting, Building Rapport, Qualifying Your Potential Clients, Preparing Questions, Presenting Your Solution, Handling Objections &amp; Asking For The Sale<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">This template is equipped with custom fields, such as <\/span><b><i>Income, Expenses, and Debt!<\/i><\/b><\/p>\n<hr \/>\n<h2 style=\"text-align: center;\">\u00a0<span style=\"font-weight: 400;\">Legal Services Template<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">For our legal services template, we\u2019ve developed a set of common stages in the sales process for legal services, including those of <\/span><b><i>law firms, freelance attorneys, and more!\u00a0<\/i><\/b><\/p>\n<p><a href=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/legal-services-1.jpg\" class=\"external\" rel=\"nofollow\"><img decoding=\"async\" class=\"wp-image-28598 aligncenter\" src=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/legal-services-1.jpg\" alt=\"\" width=\"725\" height=\"559\" srcset=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/legal-services-1.jpg 1530w, https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/legal-services-1-300x231.jpg 300w, https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/legal-services-1-1024x789.jpg 1024w, https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/legal-services-1-768x592.jpg 768w\" sizes=\"(max-width: 725px) 100vw, 725px\" \/><\/a><\/p>\n<ul>\n<li aria-level=\"1\"><b><i>Stages: <\/i><\/b><span style=\"font-weight: 400;\">Initial Client Contact, Interview, Client Screening, Accepting or Declining Representation<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">This template is equipped with custom fields, such as <\/span><b><i>Payment and Fax!<\/i><\/b><\/p>\n<hr \/>\n<h2 style=\"text-align: center;\">\u00a0<span style=\"font-weight: 400;\">Non-Profit Fundraising Template<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">We\u2019ve created a template that displays the common stages in the fundraising cycle of a non-profit. A significant portion of our Nimble community are non-profit organizations, so we understand the importance of <\/span><b><i>donor tracking and generating funds!<\/i><\/b><\/p>\n<p><a href=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/fundraising-1.jpg\" class=\"external\" rel=\"nofollow\"><img decoding=\"async\" class=\"wp-image-28599 aligncenter\" src=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/fundraising-1.jpg\" alt=\"\" width=\"725\" height=\"560\" srcset=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/fundraising-1.jpg 1531w, https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/fundraising-1-300x232.jpg 300w, https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/fundraising-1-1024x791.jpg 1024w, https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/fundraising-1-768x593.jpg 768w\" sizes=\"(max-width: 725px) 100vw, 725px\" \/><\/a><\/p>\n<ul>\n<li aria-level=\"1\"><b><i>Stages: <\/i><\/b><span style=\"font-weight: 400;\">Identification, Cultivation, Qualification, Solicitation, Recognition<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">This template is equipped with custom fields, such as <\/span><b><i>Demographics and Previous Donations!\u00a0<\/i><\/b><\/p>\n<hr \/>\n<h2 style=\"text-align: center;\">\u00a0<span style=\"font-weight: 400;\">Mortgage Broker Sales Template<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Our template for mortgage broker sales was created with the goal in mind of earning mortgage loans for clients at the appropriate amount and rate.<\/span><\/p>\n<p><a href=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/broker-1.jpg\" class=\"external\" rel=\"nofollow\"><img decoding=\"async\" class=\"aligncenter wp-image-28600\" src=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/broker-1.jpg\" alt=\"\" width=\"725\" height=\"561\" srcset=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/broker-1.jpg 1534w, https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/broker-1-300x232.jpg 300w, https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/broker-1-1024x792.jpg 1024w, https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2023\/02\/broker-1-768x594.jpg 768w\" sizes=\"(max-width: 725px) 100vw, 725px\" \/><\/a><\/p>\n<ul>\n<li aria-level=\"1\"><b><i>Stages: <\/i><\/b><span style=\"font-weight: 400;\">New Enquiry, Lead Qualification Meeting, Loan Strategy Report Preparation, Loan Strategy Report Presentation, Client Gives The Go-Ahead<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">This template is equipped with custom fields, such as <\/span><b><i>Qualification Metrics, Client Finances, and Citizenship Status!<\/i><\/b><\/p>\n<hr \/>\n<h2 style=\"text-align: center;\">\u00a0<span style=\"font-weight: 400;\">Send Us Your Feedback on Our New Vertical Industry Templates<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">We&#8217;d love to hear from you on how we can improve our New Vertical Industry templates, including <strong>which vertical industry templates we can add and how we might modify the existing templates<\/strong> to better suit your industry&#8217;s needs. Please send your feedback to <strong>care@nimble.com.<\/strong><\/span><\/p>\n<hr \/>\n<h2 style=\"text-align: center;\">\u00a0<span style=\"font-weight: 400;\">What\u2019s Next for Nimble?<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">We have many more <\/span><b><i>exciting new features<\/i><\/b><span style=\"font-weight: 400;\"> heading your way this year! Be sure to keep an eye out for <\/span><b><i>more <a href=\"https:\/\/www.nimble.com\/blog\/nimble-introduces-completely-redesigned-reports-to-track-your-business-growth\/\">Deal reports<\/a> including activities vs. Deals and Sales Leaderboards, Nimble Deal Automations, <\/i><\/b><span style=\"font-weight: 400;\">and much more!\u00a0<\/span><\/p>\n<hr \/>\n<p><span style=\"font-weight: 400;\">Thank you to our Nimble customers as many of our <\/span><b><i>product updates<\/i><\/b><span style=\"font-weight: 400;\"> were created at the request of our fantastic <\/span><b><i>Nimble Community!<\/i><\/b><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Keep an eye out for upcoming Nimble Updates and don\u2019t forget to read about our latest updates by checking out our <\/span><a href=\"https:\/\/www.nimble.com\/blog\/category\/product-updates\/\"><b><i>Product Updates Blog<\/i><\/b><\/a><span style=\"font-weight: 400;\">!<\/span><\/p>\n<p><span 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