As any mortgage broker can attest, so no two loans are the same. Each borrower has a unique background, needs, and credit history. However, your loan officers should not have to start the mortgage process from scratch every time, so they partner with a new client. Fortunately, they do not have to, because of the help from the modern CRM software. This is done because your mortgage brokers can implement templates in the loan process, and make life much easier.

Templates cut down on unnecessary delays, save time, and improve the client experience. Want an easy application form that you can use with every client? There is a template for that. Want a uniform document that can help your team generate leads? There is a template for that, too! 

Read on to find out how templates in the loan process can change the way that your firm processes mortgages and interacts with clients.

Online 1003s and Other Loan Application Documents

As you well know, the 1003 mortgage application is the cornerstone of virtually every loan office in the country. This tried-and-true form gives you all of the information you need to assess a client’s eligibility for a mortgage. However, processing old-school paper documents is tedious and inefficient.

Perhaps the best way to improve the client experience is to transition to a 1003 online template. Clients can simply put in the necessary information. That data is automatically transferred to an electronic 1003 form that you can print, attach as an email, or save on your servers.

The 1003 is not the only vital mortgage document that can be replaced by a template. Just about every form that you need to process a mortgage is available in template form (with the right CRM software, that is).

Lead Forms

Mortgage documents are not the only forms that can be replaced with templates. Your loan officers can also rely on templates to generate leads.

Potential clients can fill out an information request online. By inputting some rudimentary information, your team will have everything they need to connect with clients. This prevents mortgage brokers from having to exchange countless voicemails and emails with a prospective client, which can in turn expedite the loan process.

Post-Funded Follow-up Info

Like many mortgage firms, your team likely makes it a priority to stay in touch with past customers. This is a great way to build your brand, strengthen your company’s reputation, and keep the door open for repeat business. With that being said, keeping track of birthdays and refinancing opportunities can be a challenge.

With the use of templates and high-end CRM software, you won’t have to. All you need to do is input a few commands in your management system and select the desired follow-up interval. The system will then send out birthday messages, home anniversary congratulations, or refinance alerts to past clients for five, ten, or even fifteen years.

If you want to take advantage of the benefits of templates, then you will need the right CRM software. That’s where we come in!

BNTouch provides our clients with cutting-edge CRM software that offers an extensive library of templates and much more. To see our product in action, simply fill out a contact form and request a live demo. You’ll be glad you did!

Use BNTouch Mortgage CRM Software to Implement Templates in the Loan Process

The post There’s a Template for That: Implement Templates in the Loan Process appeared first on .

At Google I/O, the company announced new ways for Google to understand how to timestamp your videos for key moments in Google Search. Today, Google said that SeekToAction markup is now out of beta and can be used for any site with videos.

What are key moments? Key moments are displayed in Google Search for videos where Google can determine the sections of timestamps of the video. Google lets searchers jump to sections of the video (key moments), directly from the search results.

Key moments look like this:

SeekToAction markup. Previously, Google used the YouTube description and timestamps in the description for creating these key moment timestamps. This SeekToAction markup (developer documents over here) tells Google how your URL structure works so that Google can display key moments that are automatically identified for your video. While SeekToAction properties aren’t required, you must add the potentialAction, potentialAction.startOffset-input and potentialAction.target properties if you want Google to understand how your URL structure works, so it can link users to a point within the video, Google said.

“All you have to do is tell Google the URL pattern for skipping to a specific timestamp within your video. Google will then use AI to identify key moments in the video, and display links directly to those moments in Search results,” Google said.

Tips for SeekToAction. Google has listed these tips for using SeekToAction markup for your videos:

• Your URLs must have the ability to deep link into some point other than the start point in the video. For example, http://www.example.com/example?t=30 starts 30 seconds into a video.
• Use SeekToAction markup on every video page where you’d like Google to automatically identify key moments, and follow our additional guidelines. Here’s a detailed example.
• To automatically identify key moments in your video, Google must be able to fetch your video content files.

Google explained that SeekToAction markup applies only to videos embedded on your own site.

Why we care. With more and more videos showing in Google Search, you will want to take efforts to make your videos stand out from the rest. Using SeekToAction markup can help enrich your video results in Google Search to help improve click-through rates from Google Search to your videos.

The post Google officially launches SeekToAction for key moments for videos in search appeared first on Search Engine Land.