We know that ChatGPT is a helpful tool for real estate agents. However, without the right prompts, you’ll miss out on the best and most accurate results. 

The Best ChatGPT Prompts and Advice for Real Estate Professionals is just one of many great real estate strategies on The Spark

A customer relationship management (CRM) platform can form the heart of your referral network. Mortgage CRM systems offer tools and features that make it easy to drive referrals and nurture new leads. Here are some ways you can use your CRM to pursue referrals for your lending practice.

Introduce Area Professionals to Your Partner Portal

The best mortgage CRM systems provide an online portal for borrowers and partners. This allows you to network with other area professionals, such as real estate agents or financial planners.

The goal is simple: these community partners can use the portal to send referrals your way. For example, a real estate agent may meet a prospective buyer and drop them into your mortgage pipeline. Later, you can reach out and see how you might serve their needs.

Nurture Clients with the Right Content

Explainer content can be critical for nurturing client relationships. Mortgage CRM systems can offer pre-built marketing materials to make it easy to share information.

You might send explainer content to a new lead — such as a video or an infographic. These materials provide more information about the lending process. This can be especially helpful when introducing clients to future options, such as refinancing or second mortgages.

Leverage Social Media Channels

Staying active on social media can help you connect to a broader audience. Your followers may share your compelling content, giving you greater visibility.

When followers (or their friends) like, share, or comment on your posts, you can capture new leads and follow up with potential clients.

Host an Event

Your CRM platform can also help you promote “real-world” events. You might consider a seminar geared toward first-time home buyers. Mortgage CRM systems feature tools to help you get the word out to your target audience.

After the event, your CRM can follow up with your guests. You can send an email or even a text. Simply asking them if they have any questions can keep the lines of communication open. It could also open a door to requests for more information.

Follow Up with Former Clients

More often than not, your former clients can contribute to your referral network. If you deliver quality service, they may be more likely to tell their family and friends about you.

Of course, this assumes that they remember you! But that’s where a mortgage CRM can help. Your platform can send automated emails to past clients, such as a thank you on the anniversary of their closing date. You could even suggest that they recommend your company to any friends who are buying a home.

Discover the Power of a Mortgage CRM

The lending industry will always be about people. But technology can help you nurture these important relationships. The BNTouch platform makes it possible for you and your team to collaborate and reach a broader audience. 

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

The post How to Use a Mortgage CRM to Drive Referrals and Repeat Business appeared first on .

Your CTAs are small but powerful elements of your real estate website. The right CTA text and design can immediately. bring potential clients into your lead funnel.

Infallible CTAs (Call-to-Actions) for your Real Estate Website is just one of many great real estate strategies on The Spark

Mortgage lenders often rely on a customer relationship management (CRM) system to organize their existing clients. But mortgage CRM systems can also help you manage new leads. Here are five lead management strategies you can use a CRM platform to generate and nurture new client relationships.

1. Identify Customer Segments

Who are your most valuable clients? Creating a buyer persona can help you tailor your efforts to reach your ideal market. Are you focused on first-time buyers? Refinancing? Commercial real estate?

Mortgage CRM systems can help you generate prebuilt content and marketing plans to reach your unique market. At the very least, you’ll gain greater exposure through social media and digital marketing channels.

2. Follow Up with New Leads

A CRM platform can help you follow up with new leads. For example, if a website visitor uses your chat feature or signs up for a promotional event, you can contact them later to follow up.

Mortgage CRM systems offer several ways to do that. One way is by email. Lenders can send a follow-up email complete with explainer content to remind borrowers of what the process might look like.

Or you can send a follow-up text. Simply asking, “Do you have any additional questions?” can keep communication channels open.

3. Implement a Borrower and Partner Portal

A CRM can offer an online portal for both borrowers and community partners.

Borrowers might use the portal to track their progress through the application process. Lenders can stay in touch with automated messages to keep borrowers informed at every stage of their journey.

Likewise, community partners (such as local real estate agents) can also communicate with you through the portal. They might use the portal to submit new leads, such as those they meet at an open house or community event.

4. Respond to Customer Inquiries with a Live Chat Feature

Lending websites see a lot of first-time visitors looking for information. An integrated chat feature allows visitors to receive responses to their questions in real time.

Visitors who receive fast feedback may be more willing to follow through and complete a loan application. But you’ll also gain the ability to drop these visitors into your lead pipeline and follow up later.

5. Rely on Former Clients for New Leads

Some of your best leads might come from former clients. Mortgage CRM systems can send anniversary emails to your past clients on the date of their mortgage approval.

This way, you’ll stay in touch with your client base even after they’ve moved into their dream home. Satisfied customers may be more willing to recommend your services to friends and family who are also moving through the lending process.

Schedule a Demo Today

Why not discover these features for yourself? The BNTouch platform offers innovative solutions for nurturing new client relationships as well as managing every aspect of your lending practice.

Contact BNTouch today and schedule a demo. Discover how technology can help you scale your practice and grow your client base on your terms.

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

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