Your clients trust you with their most sensitive financial data. Choose a mortgage CRM that protects them. Data security in mortgage CRMs requires technical solutions. Here’s how a CRM platform can protect you and your clients.

Unique Usernames and Passwords

A unique username and password protect every user account. This means no one can access your account without you knowing about it. Even the system administrator cannot access your account without your consent.

Multi-Factor Authentication

Multi-factor authentication adds an extra layer of protection. Users must enter at least two different sets of login credentials. Common examples include email and phone number. This simple strategy protects your system from access by unauthorized users.

CRM Audit Logs

Audit logs equip you to track user activity. Activating audit logs will alert you to suspicious or unauthorized access. In the event of a security breach, audit logs provide data to aid forensic analysis.

Real-Time Alerts

Many systems include real-time monitoring. If your CRM platform detects suspicious activity, it will notify you immediately. Real-time visibility gives you and your team total control over who’s accessing your data. This lets you identify threats in real-time to stop them at their source.

Impose IP Restrictions

Did you know you can restrict which computers can access your CRM? IP address restrictions limit who can access your cloud-based CRM platform. As a result, you’ll prevent unauthorized users from accessing your system. Such restrictions add a definitive layer of data security in mortgage CRMs.

Certified Cloud Servers

Look for CRM platforms that use certified hosting providers. Common certifications include:

• SOC1 and SOC2
• ISO 27001
• HIPAA Compliance
• PCI Level 1 Service Provider Certified
• SSAE16 Certified
• Tier III Standards Compliant

Why does this matter? Certification shows that a leading third-party authority trusts the CRM system.

Firewalls and Network Security

Firewalls regulate traffic to and from your network. Mortgage CRM providers use the latest firewalls to protect your data. Network security features can filter out malicious threats and also identify irregularities. As a result, your provider is better equipped to stop attacks before they even begin.

Session Cookies Dynamic Data

The best mortgage CRM providers rely on something called “session cookies.” These cookies only record authentication data for each session. They do not store user data beyond this session. Instead, top providers rely on dynamic data unique to each session. Such measures prevent personal credentials from falling into the wrong hands.

SSL Technology

CRM providers can use secure socket layer (SSL) technology. This technology ensures data is encrypted when using common browsers. As a result, your data is safe, secure, and only accessible to registered users.

A Simple Solution for Data Security in Mortgage CRMs

Your mortgage CRM should centralize your client data but also keep it safe. Data breaches are bad for your client and can damage your public reputation. The BNTouch platform offers innovative solutions for mortgage lenders. It also ensures the highest standards of digital security. 

Discover these features for yourself. Contact BNTouch to schedule a demo and learn more about how a CRM can enhance your practice.

To learn more or schedule a demo, contact BNTouch today.

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As a lender, you use a lot of documents. Some are official ones, such as loan applications and related forms. Others are more general, such as fliers or advertisements. As your business grows, so will your need for a digital document management solution. Here’s how the right solution can improve your efficiency.

What Is Digital Document Management?

Digital document management does two things. First, it stores your documents in a secure, centralized location. Second, this library keeps your documents organized for easy retrieval. Both processes will keep you better organized and efficient. They will also allow you to easily share content with clients or team members.

How Does Digital Document Management Improve Efficiency?

A digital management solution can improve your business efficiency. How? Keeping things organized will make you better equipped to serve your clients. Your most important forms will be available at your fingertips. 

And by using a cloud-based system, you’ll have access to your library from anywhere in the world. Borrowers will notice the difference. In particular, they’ll enjoy lightning-fast speeds throughout the lending process.

What Can You Do With a Digital Document Management System?

What features can you expect from a digital document management system? Your mortgage CRM will allow you to complete tasks such as the following.

Download and Print Mortgage Documents

Anyone on your team can download and print mortgage documents. Storing these forms in a library ensures uniformity across your practice. The digital library also gives your team members easy access to important documents.

Upload Document Templates

Keep your documents consistent. Templates will ensure that your team is using the latest or most accurate version of your most important forms. You can upload a template and allow users to download and print it from their devices.

Share Fliers

A mortgage CRM enables you to share important information with your team. For instance, you can use your library to share things like promotional fliers. You can upload these to your docs library so everyone in your practice has access.

Attach Docs in Email Blasts

You can send documents via email. Top-quality mortgage CRMs let you upload documents straight from your library. You can search your database or browse for specific forms. This ensures that clients receive information, fliers, and more via email.

Personalize Your Documents

Document libraries create uniformity. But you can also use your library to customize your documents and tailor your content for each client through meta-tags. For example, you can tag your docs with your client name to personalize them. The result is an approach that’s tailored specifically to the needs of your valued clients.

Get More From a Mortgage CRM

Digital document management is just one feature of a mortgage CRM. What else can you do? CRM systems provide tools for marketing, collaboration, and lead generation. Get more done with a centralized system. BNTouch can provide everything you need to thrive in a competitive landscape. Contact us today to schedule a demo and discover how these features can streamline your operations.

To learn more or schedule a demo, contact BNTouch today.

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Clients expect their lenders to be available 24/7. Now, you can be. Mobile mortgage CRM solutions offer cloud-based technology, so you can be “on” even when you’re on the go. Enjoy the following features from anywhere in the world and deliver a whole new level of responsiveness to your clients.

Live Chat

Does your website feature a live chat window? A mobile mortgage CRM solution can keep you in touch with clients at any time of the day. When a user submits a question through the live chat, you and your team will receive an alert. 

Converse with users in real time and deliver the answers they need. Users who receive fast replies may be more likely to commit to applying for your services. By using a mobile application, you can stay connected from anywhere you’re working.

Online Portals

Mobile mortgage CRM technology gives you, your clients, and partners direct access through an online portal. Clients can use this portal to submit forms, ask questions, and track their progress. 

Your partners can use a separate portal to communicate or drop new contacts into your lead pipeline. You and your team can also gather information and stay in touch with clients while you’re away from your desk.

Marketing automation concept. Idea of technology and business strategy. Modern digital development. Flat vector illustration

Automation

Automation empowers you to conduct business without lifting a finger. Automated CRM tools will send emails and run social media campaigns with little to no direct involvement. 

Your clients will receive personalized messages and more automated communications. These features let you stay in touch on the go, as well as focus on other core areas of your lending practice.

Collaboration Tools

Mobile mortgage CRM systems help your teams work together. A centralized dashboard will make it easy for team members to collaborate. Documents and data will be stored in one single location. You and your employees can stay in touch using messenger tools and task management features. 

These features make it easy to stay in contact with your team and can also be valuable tools for remote/hybrid workplaces.

E-Signatures

Make things easier for your clients — and yourself — with e-signatures. This technology allows you to send important documents over email. Clients can sign these forms electronically through your mortgage CRM system. E-signatures make the process smooth and efficient, avoiding the need for a time-consuming office visit. 

Even if something goes wrong, you can request additional information or correct forms through the online portal.

Advanced Security

Are you worried about web-based CRM systems? The latest technology can keep your data secure. Session-specific cookies ensure user access data is never stored, and network security features limit access to only authorized users. You’ll enjoy the benefits of a mobile platform while remaining confident about your data security.

Discover a Mobile Mortgage CRM

BNTouch offers an innovative CRM solution for today’s busy mortgage lenders. These cloud-based features can maximize your productivity and deliver greater client satisfaction. Want to see these features for yourself? Contact BNTouch today to schedule a demo.

To learn more or schedule a demo, contact BNTouch today.

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To thrive in a competitive landscape, mortgage lenders are investing in new technology. Lending in the digital age demands agility and precision. The best tools should enhance your client relationships. Here’s how lenders can leverage technology to master lending in today’s digital landscape.

Preliminaries to Lending in the Digital Age

How can you get the most out of technology? Simple. Make sure to align your technical solutions with your business goals. Lenders should think through their business model in several key ways.

Set a Goal

Before you leverage technology, you must define your goal. Your objectives might include:

• Developing a marketing strategy
• Connecting to more client leads
• Streamlining your screening process
• Automating client communication
• Networking with other professionals

Defining your goals will ensure that you invest in the right technology. Consider using a mortgage CRM for the greatest efficiency if you have many goals.

Define Your Niche

Want to stand out from the crowd? Carve out a niche in the lending industry. Some lenders might consider such avenues as:

• First-time buyer programs
• Refinancing options
• Alternative lending options

Creating a niche will distinguish you from other lenders. It may also help you better connect with unique markets, which can help your business thrive.

Create a Budget

Lenders should also make sure to set a budget for technology and marketing. Setting a clear budget will help you narrow down the tools that will be most helpful for your practice. Your budget can also help you measure your ROI, which will be useful in future strategic decisions.

Marketing and Lead Generation

Lending in the digital age starts by getting noticed. An advanced marketing platform can help you improve brand awareness and generate quality client leads. Here are some priorities that lenders can set for their marketing plans.

Modernize Your Web Content

Do you currently have a web page for your lending practice? If so, when was the last time you updated it? It’s important that your web content be clean and modern. For that matter, make sure you optimize your content to look good on any device, including mobile.

How easy is your website to navigate? Your lending pages should place your most important information within easy reach. Additionally, your navigation menu should be intuitive and uncluttered.

If you’re not sure whether your website is as you need it, ask for an outside opinion. Resources like a mortgage CRM can provide website templates and more to build a quality website.

Optimize for Search Engines

Search engine optimization (SEO) is the art of getting noticed online. The goal is to get your website to rank higher when potential customers search for specific keywords. Keywords like “first-time mortgage options” or “refinancing support” can boost your visibility.

Don’t forget to use location-specific keywords. Phrases like “mortgage lenders near Cincinnati” (or any other location) will help you connect with local traffic.

Use Chatbots to Provide Fast Answers

Mortgage customers may come to your website looking for answers. An online chatbot can provide them with lightning speed. Some platforms use AI-powered chatbots. Others alert your team to customer inquiries for live interaction.

You can use these chat features to provide instant answers. Doing so will help you establish yourself as an authority. Visitors who gain information from your lending practice may be more willing to commit to your company for their final loan.

Stay Active on Social Media

Building a social media following can help you connect with new leads. At the very least, your social media page will allow you to build your brand online. Sharing web content about lending will also give you an authoritative voice and increase your visibility from “likes” and “shares.”

Many mortgage CRM platforms offer pre-built social media templates. It’s easier than ever before to engage potential clients online.

Generate Leads With a Partner Portal

Don’t just rely on digital marketing. Networking with other real estate professionals can help you generate quality local leads.

Today’s best CRM platforms offer a “partner portal.” This online gateway lets your professional contacts drop leads directly into your lead pipeline. You can follow up through automated emails or direct customer contact.

Customer Relations

Relationships will always be the cornerstone of a mortgage practice, even when lending in the digital age. But that doesn’t mean technology can’t help you nurture strong relationships. Here’s how you can build better connections with your leads and clients.

Automate Email for Better Communication

Email provides a convenient touch point for new leads. Marketing software and CRM platforms can send automated emails unique to your customer segments. For instance, you can send new leads an introductory email explaining your services. Later, you can send follow-up emails that go into more detail about the lending process.

Automated emails also help customers throughout the lending experience. You can send emails to let customers know they’ve completed an important phase so they can track their progress.

Provide a Customer Portal

Lenders can provide their customers with an online portal. Customers can submit forms and track their progress online. That’s a plus for busy clients. With an online portal, there’s less need for an in-person office visit. And if there are snags in the borrowing process, it’s easier to address issues and upload the appropriate documentation.

Web-based portals also make it easy for lenders to interact with clients on the go. A mobile app means you’re never out of reach for your clients, which yields stronger relationships.

Consider Accepting E-Signatures

Your clients are looking for the smoothest experience possible. Accepting electronic signatures eliminates the need for a time-consuming office visit. Docs can be sent directly to your clients, who can complete the form right in the client portal.

With the right platform, lenders can upload documents, and clients can sign within minutes. The result? A frictionless experience for you and the borrower.

Credit Management

Lenders play a role in evaluating the creditworthiness of potential borrowers. Technology facilitates this. Lending in the digital age involves leveraging tools to quickly screen and evaluate potential borrowers.

Streamline the Screening Process

Digital tools make it easier to assess the creditworthiness of your clients. Advanced algorithms empower you to perform rapid credit checks and assess your borrowers’ financial situation. As a result, you’ll see greater accuracy and rapid turnaround time.

Borrowers will appreciate faster approvals and tailored lending decisions. Once you learn more about your clients’ financial situations, you can present solutions that fit their needs.

Consider Alternative Credit Histories

Not all clients have the same financial history. For instance, small business owners may lack traditional tax forms or pay stubs. Technology allows you to consider alternative credit histories. You can look at loan repayments, income data, or bank account information.

Armed with this information, you can serve a wider base of clients. You might even position yourself as offering non-traditional lending solutions. That way, you’ll attract more referrals and carve out a niche in a competitive market.

Keep Data Secure

Don’t leave yourself open to a data breach. Choose a mortgage platform that offers maximum protection for your clients’ most sensitive data. A data breach won’t just cost you money — it can damage your public reputation as well.

Some new solutions even use blockchain technology. This improves security and provides total transparency throughout the process. Other platforms provide security features to protect borrower data and keep transactions secure.

Practice Management

Lenders also use technology to manage their business. Here are some ways you can leverage technology to improve your operations.

Collaborate With Team Members

Work smarter, not harder. Technology provides the tools your team needs to thrive.

Chat features make it easier for teams to coordinate. And task management tools help your employees keep track of projects and work together to provide solutions for your clients. Web-based tools help your teams stay together even when working remotely.

Centralize Your Operations

Mortgage CRM platforms can centralize your operations. Your team can find client emails, important docs, and more resources all in one convenient place. Team members gain access to the most important information. And online records will prevent duplicate emails or other mistakes.

Conduct Surveys and Gather Reviews

Get feedback from clients. Today’s tools allow you to conduct surveys or request reviews. These reviews will help you sharpen your focus in the future. Testimonials will also provide you with material you can use in future marketing campaigns.

Mortgage CRM: Lending in the Digital Age

Lending in the digital age isn’t just about having the right tools. It’s also about how you use them. Lenders thrive when they use a mortgage CRM platform. The BNTouch platform offers features that address all of the above considerations and more.

By using a mortgage CRM, you and your team can experience greater efficiency. Your clients will also appreciate the speed and convenience you offer. Just as importantly, marketing tools will equip you to effortlessly scale your business.

Want to try out these features for yourself? Contact BNTouch to schedule a demo. Discover how technology can transform your business.

To learn more or schedule a demo, contact BNTouch today.

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Are you tired of the same old marketing strategies? Liven up your plan with the following fresh marketing ideas for mortgage loan officers. These strategies can help you find and nurture leads to grow your business.

Create Local Landing Pages

The first step is getting your website set up. After that, you need to take it to the next level. Creating local landing pages will allow you to reach customers right where you’re at. 

For instance, consider creating a landing page for your unique city. And if you serve customers in surrounding cities, you might create landing pages for each location. That way, each time someone searches for “loan programs in [your city],” you’ll have a better chance of dominating the search results.

Promote a Lead Magnet

If you want to capture more customer data, you’ll need to offer them something in return. A lead magnet is a special offer or product that you give away in exchange for your website visitors’ contact information. 

What is an ideal lead magnet? It could be anything from access to exclusive videos or web content to a discount on an upcoming seminar. An e-book can also be a great lead magnet. Create something like “A Guide to Buying Your First Home” that will help make visitors eager to sign up.

Segment Your Customer Emails

Don’t get stuck in a one-size-fits-all approach to email marketing. Instead, adapt your marketing efforts to your customer segments. When you first receive a person’s contact details, you might send an introductory email offering to answer additional questions. 

Then, when customers move further along your pipeline, you can send emails that contain more information. You can even send follow-up emails to past clients to aid in customer referrals. The goal is to tailor each point of contact to the needs of every customer segment.

Seek Out Community Partners

One of the most overlooked marketing ideas for mortgage loan officers is to get help from others. Real estate agents and local lawyers can make great partners. You can work together to host local events or share customer leads digitally. The best mortgage CRMs will offer a portal that allows your partners to drop customer leads into your pipeline from anywhere in the world.

Video, Video, Video

A picture is worth 1,000 words. Augment your content with videos that explain your services or certain features of the lending process. Videos can be more engaging, especially for younger borrowers who will appreciate the personalized touch.

Again, a mortgage CRM can help you get started. Choose from premade video content. Then, give it a personalized touch. You can share your finished content via email or your social media channels. You might even embed it in your landing pages.

Mortgage CRMs and Marketing Ideas for Mortgage Loan Officers

A mortgage CRM lets you adapt your marketing plan quickly and easily. The BNTouch platform offers templates for blogs and social media posts, as well as tools to connect with customers and community partners. Do you want to see it for yourself? Contact BNTouch today to schedule a demo.

To learn more or schedule a demo, contact BNTouch today.

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