Avoid Hidden Costs: Checks Before Signing Your Mortgage | #CityFirstMortgage #ClearMortgage

Review the contract carefully to ensure you are getting the agreed-upon interest rate and understand any lender fees.
Be aware of your prepayment privilege and any prepayment penalties associated with paying off your mortgage early.

Read More
Jason July 19, 2024 0 Comments

Pros and Cons of Loans With Zero Down | #CityFirstMortgage #ClearMortgage

You can skip the wait time required to save for a down payment and become a homeowner sooner.
You'll face higher monthly payments and interest rates due to the lack of a down payment.

Read More
Jason July 18, 2024 0 Comments

First State Bank of St. Charles maximizes value through Blend

Learn how additional training resulted in a 98% adoption of Blend’s Mortgage Suite from FSB Loan Officers and Processors.

The post First State Bank of St. Charles maximizes value through Blend appeared first on Blend.

Read More
Jason June 10, 2024 0 Comments

Crafting Connections by Personalizing Your Email Marketing Strategy

Explore the significant advantages of personalized marketing emails in real estate and examine how tailored communications lead to higher engagement.

Crafting Connections by Personalizing Your Email Marketing Strategy is just one of many great real estate strategies on The Spark

Read More
Jason May 20, 2024 0 Comments

Essential Safety Tips for Real Estate Agents

These crucial safety tips for real estate agents and strategies could save your life. Protect yourself while navigating the field and enjoy a full real estate career.

Essential Safety Tips for Real Estate Agents is just one of many great real estate strategies on The Spark

Read More
Jason May 10, 2024 0 Comments

Do Real Estate Agents Need to Hire a Marketing Agency?

This guide will empower real estate agents to make a clear and informed decision about hiring the right marketing agency for their real estate business – or not at all.

Do Real Estate Agents Need to Hire a Marketing Agency? is just one of many great real estate strategies on The Spark

Read More
Jason May 7, 2024 0 Comments

Safeguarding Client Information With Data Security in Mortgage CRMs

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.

data security

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 security

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.

Request a free demo

The post Safeguarding Client Information With Data Security in Mortgage CRMs appeared first on .

Read More
Jason April 19, 2024 0 Comments