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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.

The post Digital Document Management: A Game-Changer for Lending Efficiency appeared first on .

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.

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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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