The right CRM tools can make a world of difference in the ultra-competitive mortgage industry. By incorporating a cutting-edge CRM into your business model, you can empower your team to get more done while improving the customer experience.

Below, we’ve outlined 5 CRM tools that will boost your productivity and help your loan officers outpace the competition.

1.   Collaboration Platform

A versatile collaboration platform can streamline the entire mortgage processing experience. The collaboration tools offered by a great CRM, help mortgage brokers, processors, and other staff members to work on the same files simultaneously. 

Team members can also share notes, view status reports, and update clients on the progress of the file using this efficient platform. 

2.   Communication Channels

If you want to provide your clients with a world-class mortgage experience, so communication is key. A mortgage CRM will give your loan officers access to a robust communication platform that can easily integrate into various channels. 

With our platform, you can rapidly connect leads and borrowers with mortgage brokers, real estate agents, and other partners. You will have the freedom to use popular communication methods such as SMS, email, push notifications, and social media platforms, and you can even take advantage of pre-made content. 

This versatility makes it easier than ever for your team to effectively connect with high-quality leads and remain connected with clients throughout the mortgage process. 

3.   Lead Distribution Tool

Manually distributing leads is time-consuming and inefficient. A high-quality platform offers automated lead distribution tools. This software will not only distribute your leads to the right loan officers; it will also allow you to track the performance of each team member. 

By improving lead distribution and performance analysis processes, you can ensure that prospective consumers are connected with your top performers. 

Best of all, lead distribution technology in a great mortgage CRM is already integrated with most lead providers and can interact with proprietary systems, also making it easy to take advantage of all of the tools right away. 

4.   Marketing Automation

Marketing is an important part of lead generation and sales. However, you may not have enough time to devote to various marketing-related tasks. 

Fortunately, a CRM solution includes automated marketing functionalities that will keep borrowers engaged throughout the sales process. The best software also makes it easy to continuously promote your services to partners with a state-of-the-art marketing engine. 

5.   Administrative Reporting and Control Functions

A mortgage CRM is designed to be extremely customizable so that you can tailor it to the unique needs of your mortgage team. You can restrict access to certain features, also closely track the performance of loan officers via its built-in reporting tools, and handle other administrative tasks. 

The best mortgage CRMs on the market gives you total control over the day-to-day operations of your lending team.

Innovative Solutions from BNTouch

If you are searching for a user-friendly CRM that incorporates all of these great tools, then BNTouch’s platform is the perfect solution. Our innovative technology is scalable for mortgage brokerages of all sizes. We can help your growing team to get things done with a full array of customer management functions.

Want to see our tools in action? Contact us today to learn more about pricing or to schedule your free demo.

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For the most part, the mortgage industry is dominated by massive enterprises and regional teams of loan officers. However, independent mortgage brokers still have their place within this extremely competitive industry. 

With that said, these passionate, hardworking individuals need all the help they can get to satisfy demand in the local markets they serve.

That’s where a top-quality innovative CRM solution for individual mortgage brokers can help, providing a full suite of tools that will enhance productivity and profitability. 

Below, we’ll outline why a mortgage CRM is vital for loan officers and highlight some of the top benefits of a powerful platform for individual loan officers.

Why Individual Mortgage Brokers Need a CRM

Due to the ever-changing nature of the mortgage industry, an independent loan officer can easily become overwhelmed. Between marketing responsibilities, keeping up with current clients, and the need to stay in touch with past customers. It can be all too easy for individual mortgage brokers to stay in the office all day and night, working long hours just to keep up.

Quality CRM software can help individual mortgage brokers to overcome these challenges. This technology provides effective tools to stay organized, follow-up with previous clients, and advertise your services to prospective customers.

Benefits of Mortgage CRM Solutions 

By taking advantage of cutting-edge CRM solutions, individual mortgage brokers will gain access to:

Marketing Software

A great CRM will offer the latest mortgage marketing technologies, which makes it that much easier for loan officers to convert leads into loans. 

Mortgage CRM solutions allow mortgage brokers to automate otherwise tedious marketing tasks and enhance conversion rates. In turn, this will free them up to devote more time to their current clients.

A Digital Loan Platform

Modern consumers crave a digital mortgage experience. With the help of a powerful mortgage CRM, individual loan officers can satisfy this desire. A digital loan platform allows mortgage brokers to streamline the borrower experience with an online 1003 form and digital document management capabilities.

In addition, loan officers can send the borrower regular updates via app-based push notifications or text messages. This kind of platform is essential for brokers who don’t have a dedicated team. If you can’t delegate, automate!

Post-Funding Follow-Up Platform

Following up with customers after their loans close is an essential part of earning repeat business. But manually conducting follow-up can be exhausting. 

Mortgage CRM software allows loan officers to set pre-configured ad campaigns with customized follow-up prompts. This feature can ensure that you stay at the top of a customer’s mind. If they decide to refinance or seek out new mortgage services in the future.

Refinance Opportunities and Birthday Alerts

Tired of filling your calendar with reminders to send out birthday cards? Want to make sure you never miss a beat when a past client would be in a great position to refinance?

Mortgage CRM software includes tap-to-call reminders. It can also send mortgage officers in-app push notifications. These prompts will let them know when it is time to reach out to a past borrower so that they can make the most out of every opportunity.

The Premier Solution for Individual Brokers

If you would like to learn more about a top-quality mortgage CRM that can benefit independent loan officers, contact BNTouch today. We will arrange a free demo so that you can see our technology firsthand.

The post Individual Brokers: Empowering Productivity with the Right CRM Solution appeared first on .

When you work in a highly competitive field like the mortgage industry, your business needs all the advantages it can get! 

While there are many tools available to help you grow your business, one of the most valuable is customer relationship management (CRM) software. This innovative technology can leave a positive impact on every part of your day-to-day operations.

Below, our experts outline what a CRM is, what benefits it can provide, and how you can incorporate it into your business model to grow your business, no matter what size your brokerage currently is.

What Is a Mortgage CRM?

A mortgage CRM is a software that can streamline the mortgage process. This technology essentially allows loan officers to perform tasks more efficiently. A CRM can help you to follow up with clients, submit digital documents, advertise your services, and collaborate with team members.

If you work in a team or a larger organization, the best CRM solutions will give you the ability to closely monitor each loan officer’s performance while also improving upon the borrower’s experience. 

The best part? CRMs can be integrated with many of the software solutions that your firm might already be using.!  

Why Mortgage Brokers Need a Powerful CRM

Mortgage brokers have to balance a ton of moving parts and pieces to successfully close loans on time. Deploying a robust CRM solution can also offer many benefits, allowing you to automate standard processes, present unified branding from one loan officer to the next, and communicate with everyone involved in the transaction in a meaningful way. 

When used to its full potential, a CRM platform can also help with:

Improve Borrower Trust

In the mortgage industry, reputation is everything. It’s vital to maintain a positive brand image and build trust with your clients. Remember, they are partnering with you to make one of the biggest purchases of their entire lives.

A mortgage CRM platform will allow you to give your valued clients the experience they deserve. Loan officers will have the tools they need to keep borrowers in the loop at every step of the way. Consistent follow-up and communication will let them know that they can count on you when they have concerns or questions about the mortgage process, which can help to encourage repeat business.

Satisfied customers are more likely to refer a friend to your company or leave you positive reviews on various platforms. When you’ve communicated clearly and effectively throughout the loan process, and when a customer needs mortgage services in the future, there is a good chance that they will seek out your services again.

Reduce Expensive Data Entry Errors

Data entry errors are an unavoidable fact of life. Unfortunately, these mistakes can cost your company money. If a lead’s email address or phone number is entered incorrectly, then your loan officers are going to miss out on a potential sale.

CRM software can eliminate a number of manual data entry practices. You can automate redundant tasks, improving the accuracy of customer data while also avoiding compliance issues. This will free your team up to spend more time doing what they do best — serving clients.

Save Time and Money

Customer relationship management software can also help your business save time and money. Along with automating tedious processes, you can also enjoy access to detailed performance reports. 

Use this data to make informed decisions about the direction of your business. The right data can help you to quickly identify and fix problems that may be hindering your productivity.

If your long-term goals include scaling your mortgage business, improving overall efficiency is vital. By using a system to coordinate with buyers, team members, real estate agents, appraisers, and title companies, you can accomplish more with fewer resources.

Enhance Productivity

No two loan processing experiences are exactly alike. Individual borrower responsiveness and external variables like appraisal turnaround times can influence how long it takes to process a mortgage. However, mortgage CRM can help to improve the consistency of your operations overall.

With the best mortgage CRMs on the market, you can take advantage of workflow tools that can expedite loan processing. This can help individual lenders and brokerage teams of all sizes to close more deals and become more productive. 

With the right tools in place, your firm will gain a reputation for having short turnaround times, which may prompt more borrowers and real estate agents to partner with your company.  

Borrowers can benefit from these workflows, as well. With automated tools that can trigger workflows as documents are turned in, you can reduce delays in loan processing.

Track Loan Officer Performance

Our CRM platform includes user-friendly reporting tools. This software allows you to closely monitor and track the performance of each mortgage broker that works with your firm. 

The benefits of analytics are twofold. You can reward top performers by assigning them more leads. In addition, you can work one-on-one with less productive team members to help them become more efficient.

Monitoring and actively improving upon the performance of your mortgage brokers are a great way to improve productivity, which is essential when you plan to grow your business over time. 

Analytics are also vital for individual brokers. Single brokers can take advantage of the data provided by a CRM, also learn about weak spots in their workflows, improving their services over time to better serve their clients.

Automate Redundant Processes

Imagine how much more productive you and your teams could be if you could automate redundant tasks, like posting ads on social media or manually entering in information? Fortunately, you can!

Our CRM platform puts the power in your hands. You can automate processes that consume your valuable time. This fully integrated environment will take your lead conversion capabilities to the next level.

Automating these processes will benefit your business in other ways as well. When employees don’t have to perform as many tasks manually, they can take on more dynamic responsibilities that allow them to show off their talents. 

Individual brokers and small teams rarely have the time or resources to hire in-house marketing staff, either. With the right CRM, you can take advantage of high-quality pre-made content that’s branded to your firm and posted automatically on a schedule so that you can continue to attract clients long after the end of the business day.

Streamline the Borrower Experience

A great CRM platform also includes a digital loan platform. This helpful tool allows you to streamline the borrower experience. Clients can submit forms and documents online, getting an automatic notification anytime they request new documentation or move forward in the lending process.

Teams can benefit from this powerful platform as well. Take a file through underwriting with ease when team members can seamlessly collaborate with one another, review documents, send push notifications to borrowers, and more.

What Tools Are Included in a Mortgage CRM?

Every mortgage company has unique needs. The best CRM solutions can support lenders of any size, including multi-office enterprises, mid-sized teams of mortgage brokers, and individual loan officers.

Advantages of a Mortgage CRM for Individual Brokers

A CRM platform for individuals provides independent loan officers with the tools and resources they need to keep pace with larger lenders. Top software should include a mortgage lead marketing platform, digital loan tools, and access to a massive mortgage content database.

CRM solutions for individuals make staying in touch with borrowers easier than ever before. Stay on top of transactions for current clients while also remaining in contact with previous customers.

Set-it-and-forget-it functions may include pre-configured campaigns that will provide alerts for meaningful dates like birthdays and closing date anniversaries and notify you when a buyer might benefit from a note about refinancing their loan to take advantage of new rates.

These tools are usually available for a fixed monthly fee. If you decide to expand your services in the future or partner with another mortgage broker, you’ll want to work with a provider that can easily upgrade your account to a team solution at any time.

Advantages of Mortgage CRMs for Teams

A CRM for teams should expand on the features included in the individual package. These solutions should also be scalable based on the size of your office, accommodating as few as two loan officers or as many as 50!  

Perhaps the most beneficial tool you’ll want to find is a comprehensive team collaboration platform. This allows your loan officers to stay connected with real estate agents, assistants, processors, and other partners.

With top tools, every team member can work on the same files, share important notes, and access status updates on pending loans.

A team-oriented solution should also offer an innovative lead distribution platform. You can receive and distribute leads automatically. This kind of platform allows you to track and analyze the performance of each loan officer. You can use this data to reward your best brokers and identify ways that you can improve the borrower experience as an organization.

Powerful CRM Solutions for Enterprises

Managing a mortgage enterprise that includes multiple offices and dozens of loan officers is an incredibly complex undertaking. That is why you need a customer relationship management platform that is designed to keep up.

An Enterprise CRM includes the functionalities outlined in the “Individual” and “Team” sections, as well as several unique capabilities.

Enterprise solutions should give you total control of every aspect of your business. They can also provide you with access to multi-level analytics, which can yield insight into team performance.

You can use this information to deepen customer satisfaction, improve brand awareness, and revolutionize the way you process mortgages.

BNTouch: The Premier Mortgage CRM Platform

Whether you are an independent loan officer, a mortgage broker supervising an entire team, or the leader of a multi-office enterprise, BNTouch has a solution for you. Our scalable CRM platform gives you the tools you need to succeed.

To learn more, contact our staff today. We can provide you with additional pricing details or set you up with a free demo.

The post Lenders of All Sizes: How a Great Mortgage CRM Can Help Your Business appeared first on .

Have you been dissatisfied with the amount of traffic that your site has been receiving? Would you like to learn some proven strategies for boosting search engine traffic and generating more leads for your loan officers?

If so, then you have come to the right place! As a mortgage broker, organic traffic is one of the best ways for you to connect with prospective clients. It is far more efficient than paid search and it can produce high-quality prospects.

Below, the team at BNTouch has outlined 5 tips for drawing more traffic to your site. 

1.   Identify Popular Topics

If you want to make your site more visible on top search engines, then you need to regularly update it with quality content. It is important to have this content focused on topics that are popular with your target audience. 

Consider crafting beginner’s guides, FAQ pages, and myth-busting blogs. These formats tend to be a big hit with consumers and can also help you to climb the search rankings. 

2.   Target Minimally Competitive Keywords

In addition to choosing the right topics, target minimally competitive keywords in your copy. Using analytics tools, you can identify which keywords have high search volumes and relatively low keyword difficulty. Make sure that the keywords are relevant to your industry and goals. 

For example, the keyword “loan officer” will likely have a high search volume, but it will also be extremely competitive. Using this keyword alone can make it challenging for smaller, local organizations to generate site traffic. 

Instead, consider using a longer key phrase that incorporates your region or city in the name. For instance, you could use the phrase “mortgage broker in Houston,” which will be less competitive but still effectively draw in clients. 

3.   Promote Your Site on Other Channels

If you are relying on organic website traffic alone, then you may not receive as many visitors as you would like. Instead, take a multidimensional approach and implement other channels into your marketing strategy. 

Getting active on social media platforms is a great way to promote your content. Every time you publish a new blog, whitepaper, or another piece of content, share a link to it on your organization’s social media pages. 

4.   Leverage Guest Posting

Google’s search algorithm places a huge emphasis on high-quality backlinks. A backlink occurs when a page of another site links back to your content. Creating backlinks organically takes time. 

If you want to speed up the process, reach out to sites that are related to the mortgage brokerage industry but are not direct competitors of your company. Partners may include title companies, real estate firms, and other mortgage professionals that you interact with regularly. 

Ask these partners if you can post guest content on their site and include a few links to your page within each article. 

5.   Incorporate Automated Marketing

We understand that you already have a ton of responsibilities as a mortgage broker. As such, it can be overwhelming to think about tackling additional marketing efforts to generate more traffic. Fortunately, many of these processes can be automated. 

Thanks to BNTouch’s cutting-edge mortgage CRM software, you can continuously promote your organization and website with an automated marketing engine. This tool is included as part of our individual, team, and enterprise packages. To learn more, contact us today for pricing or to schedule a demo! 

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If you want to generate more leads, you need an innovative digital marketing strategy. But creating your advertising campaign can be a challenge. 

To jumpstart your efforts, we’ve compiled a list of the tactics used by top mortgage professionals. By implementing these proven methods, you can generate more leads for your loan officers and accelerate the growth of your organization.

Getting Social

Social media is much more than just a popular trend. It has evolved into one of the most powerful digital marketing tools available. 

As a mortgage broker, you can use social media to advertise your services, share past client experiences, and connect with prospective customers.

With that said, we don’t suggest blindly creating social accounts and sporadically posting content. Instead, you should identify one or two channels that are most useful for loan officers. Instagram and Facebook tend to be some top options. 

After you create accounts on a few platforms, begin to strategically grow your following with engaging content.

Crafting Great Content

Any great digital marketing strategy involves SEO content. Check out the websites of leading mortgage brokers and you will see extensive blog content, organized service pages, and strategic use of keywords. 

If you want to compete, your site has to incorporate high-quality content.

Start by reviewing your existing pages. Make sure that each page includes the keywords that you are trying to rank for. Then, focus on expanding your blog.

Modern consumers enjoy visiting sites that add value to their lives. To fill this need, create content that is both informative and relevant to your industry. Content may include home-buying guides, an explanation of how mortgages work, and similar kinds of relevant material.

Refining the Website Experience

The most innovative mortgage brokerage websites include great content, but they also function well. Each page loads quickly, and it’s easy to get from one page to the next. Virtually all pages and content direct users back to a “contact us” form or another data collection tool.

When you’re striving to emulate the most successful mortgage pros, focus on refining the website experience. Make sure that your pages are optimized for both computers and mobile devices so that you can reach the widest audience.  

Taking Advantage of Free Resources

Mortgage professionals take advantage of free online resources like Google My Business. This platform is one of the easiest ways to start climbing the search rankings and generating more leads. All you have to do is register your organization with Google.

Once you do so, you can input data, such as your hours of operation, email, services, address, and phone number. 

Utilizing Innovative CRM Software

High-quality CRM software for mortgage brokers is a valuable tool. This comprehensive solution provides loan officers with various technologies that can help them generate leads and engage in digital marketing.

If you want to take advantage of this kind of software, it’s time to contact BNTouch. Our platform is one of the most innovative mortgage CRMs on the market. We even offer free demos so that you can see our product in action for yourself. Try it out today!

The post How Mortgage Pros Are Leveraging Digital Marketing for Lead Generation appeared first on .

As a mortgage broker, one of your most important responsibilities is to consistently generate leads for your loan officers. Once you have identified and made connections with quality leads, your talented team can close a good percentage of deals by providing excellent customer service and a streamlined experience. 

But getting these leads in the first place can be quite challenging, especially if your site is not drawing in enough traffic.

If you find yourself facing this issue, it is time to reevaluate your search engine optimization (SEO) tactics. SEO refers to the process of making your site more appealing to search engine algorithms, like the ones used by Google. 

If your site is SEO-friendly, it will rank higher, which means that users can easily find your content. 

With this in mind, below, we have outlined seven proven SEO strategies that you can begin using right away to increase search traffic.

1.   Assess Your Site’s Performance

Your first step should be to assess your current site performance. Find out what areas you are struggling in so that you can better understand how to improve your content. Google Analytics is a free tool that you can use to review key metrics about search traffic. 

2.   Optimize Your Content

After you have reviewed the analytics data, start navigating through your site page by page. Read through your existing content to make sure that it is digestible. It should also incorporate relevant keywords. Lastly, verify the word count. Most blog and landing page content should be between 700 and 1,000 words. 

You should also make sure that your meta title and meta descriptions include target keywords for that page. Once you have made the necessary updates, it is time to move on to the next step! 

3.   Enhance the UX

Google’s algorithms no longer focus on written content and keywords alone. They also assess page performance and load speed, as well as a variety of other factors. 

To ensure that your site ranks highly and draws in more traffic, you need to enhance the user experience (UX). Talk to your in-house IT team or consider partnering with a digital marketing agency that offers these services. 

4.   Optimize for Mobile

When was the last time you or one of your loan officers tried to access your site from a mobile device? What was the experience like? Was it user-friendly or tedious and unenjoyable?

If your site is not optimized for mobile access, then you might be missing out on a ton of potential business for your mortgage brokerage. Many consumers access the internet primarily from their smartphones, so you need to make sure that your content is in line with this trend. 

5.   Incorporate Long Tail Keywords

Long-tail keywords are phrases that are between four and seven words long. These phrases are usually less competitive on search engines. Identify some long-tail keywords that are relevant to your services and strategically work them into your blogs, landing pages, and other kinds of content. 

6.   Throw in Long-Form Content Occasionally

While most of your content should be around 700 to 1,000 words, you can occasionally publish long-form articles. These articles should act as “pillar pieces” that reference and link to your shorter blogs. A few examples include an extensive home-buying guide or a breakdown of different types of mortgages.

7.   Utilize a Top CRM with Automation Tools

Putting in the effort to make your site SEO-friendly is useless if no one sees your new content. That is why we recommend advertising your blogs and written materials on social media platforms and other channels. 

Time is at a premium for mortgage brokers. That’s why you should use automated marketing software to make the most of your advertising efforts. 

At BNTouch, we offer a comprehensive mortgage CRM platform that is perfect for mortgage brokers, large firms, and multi-location enterprises. Our software includes automated marketing tools, lead distribution, and resources to help you stay connected with your clients. Contact us to book a free demo today!

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Achieving sustained success in the mortgage brokerage industry requires a diverse marketing strategy. Unfortunately, this is often easier said than done. After all, digital marketing is a constantly evolving, complex field.

With this in mind, the team at BNTouch has outlined several digital marketing tips for mortgage brokers. These tactics can help you generate more leads, stay connected with clients, and grow your business. Plus, your loan officers will have an abundance of quality prospects to target with their marketing efforts! 

Read on to find out how you can revitalize your digital marketing efforts in 2021.

Identify Your Ideal Audience

Whether you are a relatively new loan officer or have been involved in the industry for years, the first step to digital marketing is to identify your ideal audience. 

Even if you think you know who you should be targeting, reassess your current practices. As your organization grows, your ideal customer base may change as well.

A great way to ensure that you focus your energies on the right clients is to create “customer personas.” 

These personas list out characteristics that you would like to find in a quality lead. You can also create personas for buyers who aren’t quite ready to purchase and low-quality leads. After you create these templates, your loan officers can easily sort through prospects and identify quality leads.

Guest Post and Acquire Backlinks

Guest posting is the practice of submitting blog content to other companies to publish it on their sites. Focus on companies related to the mortgage industry, including lenders, real estate agents, and title agencies. A great place to start is the companies that you already work with daily.

As you’re crafting these guest posts, make sure to include links to your page. Discuss the type and quantity of links with the host ahead of time to prevent unforeseen disagreements. 

Links from another site to your page are known as backlinks. Google uses these types of links in the ranking process. Having high-quality backlinks can help your site reach page one of the search results.

Leverage Various Types of Media

As a mortgage broker, you have to make effective use of various types of media. While optimized blog content is a core part of any digital marketing strategy, it will not generate enough quality leads on its own. You must also incorporate videos and images into your digital marketing campaigns.

Videos are particularly appealing to modern consumers. You do not need to flood your website with videos or reach a million YouTube followers for this strategy to work. A few carefully placed pieces of media content go a long way. 

For instance, placing a video on your “About Us” page makes your team seem more personable, which can draw in quality leads.

Create a Captivating Website

If you don’t have a website, creating one should be a top priority. Every mortgage broker needs their site if they hope to be competitive in the modern marketplace. 

While you may still receive your fair share of phone calls, many consumers search for mortgage services online. If you don’t have a website, a high number of leads will immediately move on to the next loan officer — one who does show up online.

Even if you have a website, it is important to review it from time to time. You should access it from your smartphone to ensure that it is optimized for mobile, too. If it is not, reach out to a web development firm to remedy the issue immediately. A large percentage of consumers browse the web primarily from their smartphones.

If your website is not attractive and engaging or fails to work well on mobile devices, you’ll drastically limit your reach. Revitalizing your online presence starts and ends with a great site.

Engage on Social Media

In addition to a website, social media pages are must-have marketing tools that every mortgage broker should be using. 

Social media platforms like Facebook and Instagram offer a ton of free advertising opportunities. Once your platforms are live, begin to post quality content regularly. Your content might include success stories, links to recent blogs, and other materials that will encourage consumers to visit your site.

We recommend focusing your energy on a couple of social media platforms. Create accounts on the platforms that are most popular with your target audience. As previously mentioned, identifying your ideal audience is an essential first step to rejuvenating your digital marketing strategy!

Start an Email Marketing Strategy

In the mortgage industry, email marketing is an incredibly useful tactic. Sending past clients periodic emails to celebrate birthdays or notify them about refinancing opportunities can pay off over time. 

These messages will keep your company at the forefront of customers’ minds when it comes time to buy another home or refinance. If possible, offer them the opportunity to work with the same loan officer, too.

Email marketing can also be used to turn prospects into qualified leads. When your team receives information about a prospective client via a contact card or phone call, add their emails to your list. 

Sending relevant email communications that are concise and engaging can draw customers deeper into the sales funnel. This allows your loan officers to close the deal.

When you have a top-quality mortgage CRM, it’s easy to send out effective marketing via email. Add dates and tags to buyers so that you’ll never forget to celebrate the anniversary of their home purchase. Then, your system can send out custom messages when the dates arrive!

Retarget Quality Prospects

Retargeting is the practice of directing specific advertisements at users that have previously visited your site. This strategy is very effective because most clients do not select a mortgage broker after a single visit to their website! 

Clients that have provided you with contact information clicked through multiple pages on your website, or interacted with your content are prime candidates for retargeting.

You can set up your retargeting campaign through Google Ads. If you aren’t familiar with the platform, the best mortgage CRMs often offer tools designed to make it easy to create new campaigns with popular platforms.

Obtain and Highlight Client Reviews

Consumers are wary about advertising content. However, they are much more receptive to information provided by other consumers. This concept holds true in the mortgage industry as well.

Encourage your clients to review your business online. The more positive reviews you have, the better. 

Reach out to past clients and politely encourage them to leave you a review through a survey or Google. You can easily do this with a CRM that sends out automated requests about a month after a loan is closed.

Once you have accumulated several positive reviews, highlight this customer feedback on your website or share some success stories in an email marketing campaign.

You can also use this feedback to improve your customer service. These reviews can help you identify what your loan officers are doing well and what they need to be doing better.

Network

The mortgage industry is founded on relationships. You have to work with buyers, realtors, title agencies, and other industry professionals to close a loan. Instead of simply using these relationships to close mortgages, leverage them to market your services.

Partner with experts in the mortgage industry. Devise a mutually beneficial agreement that will help you generate leads while also helping their businesses. 

If you are a new loan officer, consider working with a more experienced broker. They may be able to help you develop your lead generation skills and teach you how to better serve your customers.

Work with Influencers

Much like generating organic traffic, building a social media following can be extremely time-consuming. If you want to reach a large audience fast, consider partnering with social media influencers. These individuals are social media personalities that have thousands or tens of thousands of followers.

An influencer can help to market your services on their social media page. This relationship gives you access to their massive audience. In exchange, influencers receive payment, free services, or both.

As you’re searching for an influencer, don’t focus entirely on the size of their following. Instead, make sure that the influencers you work with are a good fit for your mortgage brokerage.

Take Advantage of Mortgage CRM Technology

Implementing these tactics can help you massively increase your lead generation capabilities. But you still need to track and distribute your leads effectively. 

So what’s the best way to do it? Use an innovative mortgage CRM, like the BNTouch platform.

Our versatile software includes a full suite of tools. With it, you will be able to automatically distribute leads, track team performance, and analyze key metrics. You will also be able to automate marketing strategies so that you can focus on serving your clients.

BNTouch offers scalable solutions for mortgage brokerages of all sizes. Whether you are an independent loan officer or manage an entire mortgage enterprise, our platform can accommodate your needs. 

Contact us today for a free demo and see our technology firsthand! 

The post 10 Digital Marketing Tips for Mortgage Brokers and Loan Officers in 2021 appeared first on .

Top-tier mortgage CRM software is often equipped with marketing automation tools. These workflows will drastically improve the customer experience from start to finish. Automation can also make it easier for your loan officers to generate leads and stay connected.

While implementing automation takes time in the early stages, it is worth the effort. Your business will reap the benefits in the long run and your mortgage brokers will thank you for making their daily lives less cluttered. 

Below, we outline a few ways that you can make the most out of your CRM’s marketing automation tools.

What is Marketing Automation?

Marketing automation allows you to set certain mortgage brokerage processes to autopilot. Mortgage CRM software includes workflows and automation tools that will allow you to process loans faster. These tools will also provide a better consumer experience, and boost conversions. 

By automating repetitive processes, you can free up more time to focus on your clients.

How to Make the Most Out of Marketing Automation

Through the power of cutting-edge mortgage CRM software such as that offered by BNTouch, you can minimize the need for manual marketing efforts. With our CRM, you can:

Expedite Response Times

Modern consumers have grown accustomed to receiving immediate gratification. They expect a quick response when they reach out to a business or request information about a service. If you do not satisfy this desire, then they are likely to shop around for another mortgage broker.

Through the power of BNTouch’s automation tools, you can set up a simple but effective automated email response. This software will send them onboarding materials and draw them deeper into the sales funnel. Automated responses ensure that prospective clients receive a prompt response.

Nourish Promising Leads

Marketing automation does not just help you acquire leads; it can also aid your efforts to convert these prospects into sales. In the world of mortgages, most sales do not occur until several follow-up attempts have been made. However, your loan officers do not always have time to nourish promising leads.

Through marketing automation software, you can send personalized text and email drips. This allows you to keep your targets engaged, build trust, and encourage them to partner with you.

Increase Referrals

For mortgage brokers, referrals are one of the most effective lead-generating strategies. Unfortunately, keeping up with your past clients can get overlooked, especially when your loan officers are focused on closing loans fast.

BNTouch’s automation tools give you the ability to stay connected with your past clients. All you have to do is set up a series of automated post-closing messages that are designed to maintain a strong relationship with that client. 

Next time a friend or family member brings up mortgage services, your company will be the first one that comes to mind.

BNTouch, a Mortgage CRM Software for Everyone

If you want to learn more about the benefits of our marketing automation tools, contact BNTouch today to schedule a demo!  We have flexible pricing options for mortgage firms of all sizes. We also offer free demos so that you can see our innovative mortgage CRM software in action!

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We’ve just made some exciting new updates to our Mobile Mortgage CRM App. This update includes new features that will help you locate partners from your location, increased security functions, and call/email opt-out all from your Mobile Mortgage CRM App! 

BNTouch mobile app that gives you access to almost all of your CRM functions on the go. Giving you the ability to run and grow your mortgage business from anywhere! 

Let’s explore these new features within the BNTouch Mortgage CRM App.

Partner Radar

Quickly find and visit partners around you (from your database).

Partner Radar feature allows you to quickly find and visit partners around you that are linked to your database. This feature was created by popular demand, and we hope you find this a useful tool located partners nearby. Please see the image below of what you should expect from the Partner Radar added feature. 

Biometrics for Added Security

Biometrics for additional security enables biometrics or Face ID/Touch ID (for iOS) access to the app.

Users can access this function in the menu under “Settings” if they then open the sub-tab “Security”. Tapping “Enable Biometrics” will prompt for a fingerprint scan on Android and (ostensibly) a finger or face scan on iOS devices. Please see the image below on how to access Biometrics. 

Call/Email Opt-Out

Email/Call opt-in or opt-out from contacts through the app.  

Open a client record (from the My Pipeline, Last Records, New Records, Record Search, etc.) Once inside,  tap “Contact Info” in the bottom tab (Note that this isn’t the same as the “Contact Info” top-sub-tab within the “Info” bottom-sub-tab-use the “Contact Info” icon at the bottom of the screen). There, scroll to the “Cell Phone, Email, and Street” fields, there will be toggle switches that users can tap to set the status to a minus sign or checkmark, representing opted-out and opted-in. Please see the image below on how to access this feature. 

Want to learn more about the new mobile CRM? Click the button below to check out our feature breakdown which includes a fifteen-minute walkthrough video about Bntouch’s Mobile Mortgage CRM App.

Want To See The Mobile Mortgage CRM App In Action?

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The right mortgage CRM software can drastically improve the efficiency of your loan officers and streamline the consumer experience. However, finding the best CRM software can be challenging. The market is flooded with options, not all of which are created equal. Choose wrong and you are wasting your hard-earned investment capital.

With that in mind, the experts at BNTouch have outlined six must-have features for your CRM software. These tools and workflows are just what you need to revolutionize the mortgage brokerage process. 

Before you settle on a mortgage CRM, make sure that it includes all of these exciting capabilities!

1.   Team Collaboration

For the growing mortgage brokerage, team collaboration is a must-have feature. A great CRM should allow your loan officers to easily work with all other team members. This includes real estate agents, processors, and assistants. They should be able to share notes, view file progress, and work on client accounts.

2.   Marketing Automation Tools

Marketing automation tools are vital if you want to stay competitive in the modern mortgage industry. Instead of wasting hours manually performing tedious tasks, you can use our software to free up staff. 

BNTouch workflows allow you to automate:

• Client follow-up emails
• Lead generation
• Lead distribution
• Birthday reminders

The tasks outlined above are just a few of the tasks that you can automate with great CRM software.

3.   Cross-Platform Communication

Let’s face it, everyone seems to have their own preferred form of communication. Some of your team members will prefer email, while other loan officers will opt for a text or social media messages. 

When you are seeking a mortgage CRM for your business, make sure that it allows cross-platform communication. This feature will help your staff stay connected with leads, borrowers, and agents. The result is a more streamlined mortgage experience. 

4.   Integrated Lead Distribution

Distributing leads manually is an outdated process. The top mortgage brokers are distributing their leads using automation software. With the right mortgage CRM, you can, too.

Integrated lead distribution tools also allow you to track each member’s performance. You can assign new leads based on which loan officers are producing the best results. This will help your bottom line and improve customer satisfaction. 

5.   Administrative Control

A great CRM platform should also provide administrative control and reporting. These features allow you to modify the CRM’s functionality to fit your team’s needs. You will also be able to analyze every aspect of your loan officers’ performance. 

6.   Digital Loan Platform

The right mortgage CRM software should also provide a digital loan platform. Borrowers will be able to complete the 1003 online and view the status of their loan. Your loan officers can digitally manage documents and provide clients with SMS updates.

Schedule Your Demo Today

Are you looking for world-class, award-winning mortgage CRM software? Want a scalable solution that is easy to implement? Interested in a platform that incorporates the latest features and workflows?

If this sounds enticing, then BNTouch has the perfect solution for your mortgage brokerage. We have software solutions for individuals, teams, and enterprises. Contact us today to book your free demo. 

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