Set-up for Mortgage Brokers

Set-up for Mortgage Brokers

Hello All!

I have never consistently used a CRM before and as my business in growing so the need for organization is exponentially growing as well. Basically I have a few questions for any mortgage broker that has set up their CRM, as I am having trouble figuring out how to do this:
1. Do you use your leads tab for a full 1003? I was thinking that I would import/XML in my leads from a web capture or import.
2. How do you manage you overall workflow? What information do you have on leads vs. potential vs contacts? I am having trouble deciding how to design each page.
3. Where else can I go for help?

I am worried that I am going to set up my workflow incorrectly and then waste all my time. Does anyone have any suggestions on what to do? I have done tons and tons of reading about the capabilities of ZoHo and CRMs in generally, but actually putting one to use is a different story.

Thanks
Greg