Loan originator marketing is about more than just getting noticed. It also involves building a rapport with your potential clients. The following loan officer strategies can help you craft your personal brand. As a result, you’ll improve client relationships.

What Is a Personal Brand?

Your personal brand is what sets you apart. Your brand might include your company mission statement and logo. However, it also extends to the experience your clients can expect when working with you.

Loan Officer Advertising Strategies for Building Your Personal Brand

How can you build your brand as a loan officer? Here are some loan originator marketing strategies that can help you connect with potential borrowers.

Create Authoritative Content

As a mortgage professional, you need to communicate knowledge in your field. One of the best ways to do that is by publishing authoritative content. 

For example, you can publish blog content on subjects like “alternative loan programs for first-time buyers.” Blogs like these are helpful for two main reasons. First, they show your clear knowledge of the industry. Second, they let you include keywords that improve your search engine rankings.

Video Content

Video is a simple, natural way to connect with clients. You can create and publish video content that instructs visitors on the lending process.

But you can also use video to highlight details that only apply to your practice. They provide borrowers with a “face-to-face” interaction long before you even meet them. And even more helpful is that you can use videos in emails and social media posts in addition to embedding them on your website.

Omnichannel Marketing

Many business owners already operate a basic Facebook page or other social media profiles. But the best way to build your brand is through omnichannel marketing, which means using more than one social media platform.

The advantage of this is simple. Some social media platforms will be better suited to reaching your target market. Sites like Instagram, for instance, help you better connect with millennial home buyers. 

Vector illustration, Customer reviews rating, Different people give a review rating and feedback, Support for business satisfaction.

Use Testimonials

Let your clients build your brand for you. Customer reviews and testimonials can offer insights into your strong points. Publishing stories from past clients also clues future clients into what to expect from your business.

A mortgage CRM platform can solicit feedback from past customers. You can then respond to any negative feedback to protect your reputation. You can also publish positive reviews through your web page or social channels. 

Network with Other Professionals

Another option is to build your personal brand by networking with other industry professionals. For example, realtors and lawyers can be great sources of mortgage leads. 

Mortgage CRMs can facilitate these relationships via a partner portal. Your area partners can use that portal to send leads your way. You might even be able to impress them with your mortgage pipeline and boost your reputation.

The Best Loan Originator Marketing Tools

BNTouch offers a comprehensive CRM solution for your lending practice. Our platform offers tools for marketing, collaboration, and more to help you build your brand. To see these features for yourself, contact BNTouch today. We can schedule a demo to help you learn what a mortgage CRM can do for you.

The post How to Market Yourself: Loan Officer Personal Branding appeared first on .

Lead generation is the lifeblood of the mortgage industry. Without a steady influx of potential borrowers, even the most competitive mortgage offers and customer service excellence would go unnoticed. Traditionally, generating these leads has been labor-intensive, often requiring manual efforts and a significant investment of time and resources. However, lead generation is changing, thanks in part to automation tools for mortgage lenders.

Automation is redefining how mortgage lenders approach lead generation, making it more efficient and less time-consuming. This article explores the various automation tools available to mortgage lenders that can streamline the lead generation process. 

From capturing leads to qualifying them, we’ll look at how automation is making this crucial aspect of the mortgage business easier than ever before.

A Look at Traditional Methods of Mortgage Lead Generation

Before automation came into the picture, mortgage lenders had a handful of ways to find potential borrowers. Cold calling, direct mail, local ads, networking, and real estate partnerships were the mainstays. While these methods got the job done, they had their drawbacks.

To begin with, they were labor-intensive and time-consuming. Cold calling had a low success rate despite requiring a dedicated team. Direct mail was pricey and didn’t always hit the mark in terms of targeting. Local ads cast a wide net but often missed the mark, reaching people who weren’t actually interested in mortgages.

The lack of targeting also led to low conversion rates, as many reached were not genuine leads. Qualifying the leads that were generated was another hurdle, adding more time to the process. Plus, it was tough to measure how well these methods were working, making it hard to decide where to invest resources.

The Shift to Automation Tools for Mortgage Lenders

When it comes to automating lead generation, there’s a variety of tools designed to tackle different aspects of the process. Here are some of the most commonly used types:

• CRM Systems: These store customer data and help target campaigns. Some even score leads to help lenders focus their efforts.
• Email Marketing: Software here can set up automated email series to keep leads engaged.
• Social Media Ads: Tools manage campaigns on platforms like Facebook and LinkedIn, adjusting in real-time for better ROI.
• Landing Pages: Automation can test different page elements to improve lead capture.
• Chatbots: These 24/7 agents answer questions and collect info, no human needed.

Qualifying Leads through Automation

Capturing leads is just the first step in the lead generation process; the next crucial phase is qualifying those leads to identify which ones are worth pursuing. 

Automation can significantly streamline this aspect, making it easier for mortgage lenders to focus their efforts on the most promising prospects.

Automated systems can use a variety of criteria to qualify leads, such as:

• Financial Stability: Automation tools can quickly analyze a potential borrower’s credit score, income level, and debt-to-income ratio to gauge their financial stability. This helps in identifying leads that are more likely to convert.

• Engagement Level: Some systems can track how a lead interacts with your content or website. Did they open the emails you sent? Did they click on the links? This engagement level can be a strong indicator of interest and intent.

• Property Interest:Suppose a potential borrower has been browsing through property listings or has a history of inquiring about mortgages. In that case, automated systems can flag these actions as signs of a qualified lead.

• Location:Geographical data can also play a role in lead qualification. For instance, if a lead resides in a high-value property area, they may be a more attractive prospect for mortgage lenders.

Also, by automating the qualification process, lenders can ensure that their sales teams are spending time on leads that have a higher chance of converting, thereby making the entire lead generation process more efficient and effective.

Compliance and Data Security in Automated Lead Generation

Compliance and data security are big deals in the mortgage industry, and automation tools haven’t overlooked this. Many of these tools have features that help lenders stay compliant and secure. For instance, some CRM systems can flag activities that don’t meet regulations, prompting quick fixes.

Furthermore, these tools often come with built-in security measures like encryption to protect customer data, helping lenders meet data protection laws.

Conclusion

Automation is making lead generation in the mortgage industry more efficient and effective. It’s a step up from traditional methods, offering speed, precision, and the added bonus of compliance and security features. As tech advances, lenders using these tools are well-placed for whatever comes next in this fast-changing industry.

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

The post Effortless Lead Generation: Automation Tools for Mortgage Lenders appeared first on .

Referral Marketing in the Mortgage Industry means asking your clients or partners to recommend you and your services to others. While this method has proven effective, managing a referral network can be a bit of a juggling act.

That’s where this article comes in. We will see how automation can make referral marketing easier and more efficient for everyone involved.

The Importance of Referral Marketing in the Mortgage Industry

So why are referrals so important in the mortgage industry? Well, to begin with, people trust recommendations from friends and family more than any advertisement. This trust translates into higher conversion rates and, ultimately, more business.

But it’s not just about getting new clients; it’s also about the quality of those clients. A strong referral usually means a more qualified lead, someone who’s more likely to complete the mortgage process. This makes the return on investment (ROI) for a well-managed referral network very impressive. When you compare the cost of running a referral program to the value of the new business it generates, the numbers clearly speak for themselves.

The Role of Automation in Referral Marketing

Managing a referral network manually can be a lot like herding cats. You want to know who recently closed and can give a referral. You also want to know who referred you and how to handle the follow-up. It’s a lot to deal with.

Automation is a lifesaver, offering a way to keep everything organized without chaos. With automation, you can easily track each referral from point A to point B.

Who made the referral? Who was referred? Did they become a client? All these questions can be answered easily and you can ensure nobody falls through the cracks. It’s like having an extra set of hands that work around the clock.

Types of Automation Tools for Referral Marketing

When it comes to automating your referral marketing in the mortgage industry, you’ve got options. Here are some of the tools designed for this very purpose:

1. Referral Management Platforms: These specialized tools focus solely on managing your referral program. They can track referrals, calculate rewards, and even send out automated emails to keep everyone in the loop.
2. Integrated CRM Systems: Some Customer Relationship Management (CRM) systems come with built-in referral tracking features. This is great since you can keep all your customer-related data in one place.
3. Marketing Automation Software: These tools can handle a variety of tasks, including referral tracking. They’re a good option if you’re already using one for other marketing activities.
4. Custom-made tools can be created to meet your specific requirements and easily work with your current systems.

The beauty of these tools is that they can often be integrated with systems you’re already using, like your CRM or email marketing platform. This makes for a smooth transition and a unified approach to managing your referral network.

Building and Maintaining Partnerships through Automation

Automation isn’t just about making your life easier; it’s also about strengthening your business relationships. Think about it: when you automate the referral process, you’re not just tracking who sends business your way. You’re also making it easier for your partners to refer clients to you.

For example, some automation tools allow for easy sharing of referral links via email or social media. Others offer dashboards where your partners can track the status of their referrals and see what rewards they’ve earned. This kind of transparency builds trust and encourages more referrals over time.

Compliance and Data Security in Referral Marketing

When you’re dealing with referrals, you’re often handling sensitive information. That’s why compliance and data security are big deals. You need to make sure that the way you collect, store, and use this data is all above board.

Many automation tools come with features designed to help you stay on the right side of the law. For instance, they might have built-in compliance checks that flag potential issues before they become actual problems. And when it comes to data security, these tools often offer robust encryption methods to keep sensitive information safe.

Conclusion

In summary, referral marketing remains a vital aspect of success in the mortgage industry, and implementing automation technologies significantly enhances its effectiveness. Automation simplifies the logistical aspects of tracking and managing referrals and plays a crucial role in nurturing and maintaining valuable partnerships. These automated systems also offer robust features that assist in compliance and data security, further solidifying their importance in a highly regulated industry.

As we look ahead, the potential for automation in referral marketing is expansive. As technology improves, mortgage lenders can expect better tools to increase efficiency, gain insights, and improve investment returns. The prospects for growth and success are promising for those in the mortgage industry willing to adapt and integrate these technologies.

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

The post Boost Your Network: Streamlining Referral Marketing in the Mortgage Industry with Automation appeared first on .

Referral Marketing in the Mortgage Industry means asking your clients or partners to recommend you and your services to others. While this method has proven effective, managing a referral network can be a bit of a juggling act.

That’s where this article comes in. We will see how automation can make referral marketing easier and more efficient for everyone involved.

The Importance of Referral Marketing in the Mortgage Industry

So why are referrals so important in the mortgage industry? Well, to begin with, people trust recommendations from friends and family more than any advertisement. This trust translates into higher conversion rates and, ultimately, more business.

But it’s not just about getting new clients; it’s also about the quality of those clients. A strong referral usually means a more qualified lead, someone who’s more likely to complete the mortgage process. This makes the return on investment (ROI) for a well-managed referral network very impressive. When you compare the cost of running a referral program to the value of the new business it generates, the numbers clearly speak for themselves.

The Role of Automation in Referral Marketing

Managing a referral network manually can be a lot like herding cats. You want to know who recently closed and can give a referral. You also want to know who referred you and how to handle the follow-up. It’s a lot to deal with.

Automation is a lifesaver, offering a way to keep everything organized without chaos. With automation, you can easily track each referral from point A to point B.

Who made the referral? Who was referred? Did they become a client? All these questions can be answered easily and you can ensure nobody falls through the cracks. It’s like having an extra set of hands that work around the clock.

Types of Automation Tools for Referral Marketing

When it comes to automating your referral marketing in the mortgage industry, you’ve got options. Here are some of the tools designed for this very purpose:

1. Referral Management Platforms: These specialized tools focus solely on managing your referral program. They can track referrals, calculate rewards, and even send out automated emails to keep everyone in the loop.
2. Integrated CRM Systems: Some Customer Relationship Management (CRM) systems come with built-in referral tracking features. This is great since you can keep all your customer-related data in one place.
3. Marketing Automation Software: These tools can handle a variety of tasks, including referral tracking. They’re a good option if you’re already using one for other marketing activities.
4. Custom-made tools can be created to meet your specific requirements and easily work with your current systems.

The beauty of these tools is that they can often be integrated with systems you’re already using, like your CRM or email marketing platform. This makes for a smooth transition and a unified approach to managing your referral network.

Building and Maintaining Partnerships through Automation

Automation isn’t just about making your life easier; it’s also about strengthening your business relationships. Think about it: when you automate the referral process, you’re not just tracking who sends business your way. You’re also making it easier for your partners to refer clients to you.

For example, some automation tools allow for easy sharing of referral links via email or social media. Others offer dashboards where your partners can track the status of their referrals and see what rewards they’ve earned. This kind of transparency builds trust and encourages more referrals over time.

Compliance and Data Security in Referral Marketing

When you’re dealing with referrals, you’re often handling sensitive information. That’s why compliance and data security are big deals. You need to make sure that the way you collect, store, and use this data is all above board.

Many automation tools come with features designed to help you stay on the right side of the law. For instance, they might have built-in compliance checks that flag potential issues before they become actual problems. And when it comes to data security, these tools often offer robust encryption methods to keep sensitive information safe.

Conclusion

In summary, referral marketing remains a vital aspect of success in the mortgage industry, and implementing automation technologies significantly enhances its effectiveness. Automation simplifies the logistical aspects of tracking and managing referrals and plays a crucial role in nurturing and maintaining valuable partnerships. These automated systems also offer robust features that assist in compliance and data security, further solidifying their importance in a highly regulated industry.

As we look ahead, the potential for automation in referral marketing is expansive. As technology improves, mortgage lenders can expect better tools to increase efficiency, gain insights, and improve investment returns. The prospects for growth and success are promising for those in the mortgage industry willing to adapt and integrate these technologies.

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

The post Boost Your Network: Streamlining Referral Marketing in the Mortgage Industry with Automation appeared first on .

The Evolution of CRMs and the Rise of AI

In the mortgage industry, where transactions are inherently complex and often personal, efficient client relationship management is paramount.AI-Integrated Mortgage CRM Systems, which combine artificial intelligence with traditional systems, have revolutionized this landscape. Historically, this was achieved through direct interaction with customers on a one-to-one basis. While this practice provided highly personalized service, it was somewhat inefficient and difficult to scale. 

As the mortgage industry evolved, CRMs became prevalent within mortgage lending operations. Customer Relationship Management (CRM) systems, serving as consolidated databases, streamlined client interactions, communications, and data management. However, with the global shift towards digitization, it became evident that these traditional CRMs needed to evolve. Enter Artificial Intelligence (AI) — a technology that has rapidly integrated itself into the CRM landscape, bringing with it a revolution in efficiency and personalization.

The Benefits of AI in CRMs: Efficiency, Personalization, and Scalability

Efficiency

In a sector as dynamic as the mortgage industry, swift decision-making is key, especially when companies deal with large numbers of borrowers. AI augments CRMs by automating routine tasks, reducing errors and inefficiencies from manual processes. This allows for quicker access to insights and, consequently, expedited decisions. With AI, CRMs can analyze vast datasets quickly, providing mortgage operations and loan officers with real-time, actionable data.

Personalization

No two mortgage clients are identical. Each comes with a unique set of requirements and expectations. Through AI, CRMs can now analyze individual client data and interaction patterns. This facilitates the customization of practically every communication with the customer, resonating more effectively with each client. From sending personalized reminders to suggesting mortgage options based on a client’s specific financial profile, AI ensures each interaction is optimized for maximum impact.

Scalability

Growth is the ultimate goal of any business. However, with growth comes increased data and client interactions. Traditional CRMs, when faced with a large volume of data, could falter, leading to inefficiencies. AI-driven CRMs, on the other hand, are built to scale. They handle increasing data volumes effortlessly, providing consistent quality during client interactions regardless of the scale of operations.

Enhancing Customer Support: AI Chatbots in Mortgage CRMs

Introduction to AI Chatbots

In an age of instant gratification, customers seek immediate answers. AI chatbots have emerged as a solution, providing round-the-clock assistance. These virtual assistants, integrated into CRMs, can respond in real-time, answering frequently asked questions, assisting with the application processes, and scheduling meetings with loan officers.

Benefits of Using Chatbots

One cannot understate the importance of 24/7 availability in the mortgage sector. Chatbots provide instant, accurate answers to questions and gather valuable customer data during interactions. This data is critical in refining future interactions, ensuring customers receive precise and relevant information. Moreover, chatbots help reduce operational costs by handling a significant volume of inquiries without human intervention.

Real-world Examples

In the mortgage space, chatbots have repeatedly demonstrated their value. Whether it’s assisting first-time homebuyers in understanding the nuances of their mortgage options or helping existing clients with refinancing questions, chatbots have successfully streamlined client interactions, vastly improving customer satisfaction rates.

AI and Personalized Marketing: Redefining Mortgage Campaigns

AI-Integrated Mortgage CRM Systems

Marketing in the mortgage industry has undergone a transformation with the integration of AI. By analyzing customer behavior, preferences, and financial backgrounds, AI-driven CRMs can formulate targeted marketing campaigns that resonate with specific audience segments.

Utilizing Customer Data

AI systems excel at pattern recognition. By processing customer interaction data, AI identifies trends, preferences, and potential areas of interest. This enables the creation of highly personalized marketing campaigns that reach the right audience and convey the right message.

Benefits of Campaign Analytics

Post-campaign analysis is as crucial as the campaign itself. AI-enhanced CRMs provide detailed analytics, measuring campaign success and identifying areas of improvement. The real-time feedback loop allows marketing strategies to be continually optimized for maximum effectiveness.

The Vital Role of Human Expertise in Mortgage CRMs

Tasks Machines Can’t Replace: 

While AI has made tremendous inroads into the mortgage industry, there remain aspects of the lending process that technology cannot emulate: The human element – empathy, relationship-building, and nuanced decision-making – are irreplaceable. Whether it’s understanding a client’s unique situation, reassuring them during challenging times, or navigating complex negotiations, the human touch plays a pivotal role.

Scenarios Where Human Touch Remains Necessary: 

Consider a scenario where a couple is buying their first home but faces uncertainty due to fluctuating credit scores. An AI system could provide options based on data alone, but it’s the human loan officer who can empathize, offer tailored advice, and possibly devise a plan to make homeownership achievable. Similarly, in cases of refinancing or loan restructuring, human expertise aids in navigating intricate scenarios that require more than just data processing.

Harmony Between AI and Humans: 

The goal isn’t for AI to replace humans but to complement them. By handling data-heavy tasks, AI allows mortgage professionals to focus on relationship-building and advisory roles. It’s a partnership wherein AI provides the tools and insights while humans offer the context, understanding, and personalized touch.

AI in Action: Practical Applications in Mortgage CRMs

Deeper Dive into AI Applications

Beyond chatbots and marketing, AI’s integration in CRM systems has led to several groundbreaking applications. These range from predictive analytics that forecast market trends to automated workflows that ensure every client interaction is timely and relevant.

Case Studies: 

One notable implementation is AI-driven lead scoring. By analyzing potential leads based on behavior, financial history, and other parameters, AI-Integrated mortgage CRM systems can prioritize those most likely to convert. Similarly, predictive analytics tools can forecast market fluctuations, enabling loan officers to provide timely advice to clients about rate locks or refinancing opportunities.

Enhancing Loan Officer Efficiency: 

Routine tasks, such as data entry or appointment scheduling, are now being automated. AI aids loan officers by reducing their administrative burden, allowing them to focus on what they do best: advising clients and closing deals.

Challenges and Opportunities in AI-Integrated CRM Systems for Mortgages

As the mortgage industry evolves,AI-Integrated Mortgage CRM systems present a range of advantages. However, it’s crucial to examine the unique challenges and opportunities that arise when integrating AI into your mortgage CRM system:

Challenges

Data Privacy and Security: 

In the mortgage landscape, where sensitive financial information is paramount, AI-driven CRM systems must address data privacy, security, and regulatory compliance. Adhering to strict data protection measures and complying with industry regulations is essential to build trust and mitigate potential legal concerns.

Implementation Costs: 

Especially for small and medium-sized mortgage operations, the initial investment in AI technologies can be significant. However, innovative solutions like BNTouch, tailored for the mortgage industry, provide cost-effective solutions, helping mortgage businesses overcome this financial hurdle.

Staff Training: 

The introduction of AI-powered features into your mortgage CRM system may require training your staff to effectively utilize these new capabilities. Making sure that your team receives comprehensive training, support, and resources will provide a seamless transition and maximize the benefits of AI-driven CRM systems in the mortgage field.

Opportunities

Enhanced Customer Engagement: 

AI-Integrated Mortgage CRM Systems open the door to deep customer insights within the mortgage industry. By analyzing client preferences, predicting market trends, and tailoring communication strategies accordingly, mortgage firms can significantly boost customer engagement and satisfaction.

Strategic Optimization: 

AI-driven data insights empower mortgage professionals to make informed decisions, optimize mortgage marketing and sales strategies, and ultimately drive business expansion within this highly competitive industry.

Increased Efficiency: 

AI-Integrated Mortgage CRM Systems streamline routine tasks, providing mortgage teams the opportunity to focus on high-value activities. This enhanced efficiency translates to faster mortgage processing, better customer service, and overall increased productivity.

As the mortgage industry embraces the possibilities of AI-integrated CRM systems, it’s vital to address these challenges while seizing the promising opportunities that AI brings to the table.

The Future of AI and Human Expertise in Mortgage CRMs

As we look towards the horizon, it’s evident that AI will further entrench itself in the mortgage CRM landscape. However, its role will be that of an enabler rather than a replacer. The human element, with its innate ability to understand, empathize, and advise, will always remain paramount. For mortgage firms, the path forward is clear: embracing an integrated approach that marries AI’s efficiency with a human touch. It’s not just about staying competitive; it’s about redefining excellence in client service.

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

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Loan officer advertising success starts with a click, but it ends with a conversion. The goal is simple: to encourage website visitors or social media followers to commit to your lending practice. Here’s how to market yourself as a mortgage loan officer.

1. Publish Compelling Content

In the world of loan officer advertising, content is king. Publishing informative content can help customers who come to your site looking for answers about home loans. That’s especially true for first-time buyers who may be unfamiliar with the lending process.

The right content can establish you as an authority in your field and distinguish you from your competitors. But the medium also matters. Consider using a customer relationship management (CRM) platform offering customized video content that engages your target audience.

2. Offer a Clear Call-to-Action

The most important tip for converting visitors is to create a clear next step. In marketing, this is known as the “call-to-action,” or CTA.

For instance, you might conclude an article with a phrase like, “For more information, contact our team.” But you can also offer demos or promotions to encourage visitors to take the next step. If you can capture a visitor’s contact details, you can drop them into your mortgage pipeline to follow up with later.

3. Actively Manage Your Social Media Channels

Many companies maintain a social media page. But it’s not enough to simply post content at random. Your best results will come from consistent, strategic engagement with the right target market.

That starts by selecting the right channels. Facebook is a common choice, but you may find less competition on LinkedIn or Instagram. Engage your audience with questions, and respond to comments promptly to stay engaged.

4. Feature Customer Testimonials

Some of your best marketing materials will come from your previous clients. You can use a mortgage CRM to request client reviews and testimonials, then publish this feedback on your website or social media channels.

This is important, as many customers will consider these reviews when researching lenders. And with a mortgage CRM, you can address negative feedback promptly before it affects your online reputation.

5. Target Your Email Communications

Many businesses make the mistake of sending out a mass email to their entire mailing list. But that doesn’t always drive conversions. Mortgage CRM systems can assist with digital marketing for loan originators and help you refine your emailing strategy.

Imagine, for instance, that you’ve just connected with a client. You can send an introductory email that helps them understand more about you, your services, and what to expect from the mortgage process. This gives you a chance to follow up, and it gives the client a chance to take the next step.

The Best Tools for Loan Officer Advertising

A CRM platform makes marketing that much easier. The right mortgage CRM includes prebuilt content, video templates, and much, much more.

The BNTouch platform can revolutionize your lending practice. To discover these features for yourself, contact BNTouch to schedule a demo.

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

The post Mortgage Loan Officer Advertising: 5 Techniques to Convert Prospects appeared first on .

Loan originator marketing is about more than just getting noticed. It also involves building a rapport with your potential clients. The following loan officer strategies can help you craft your personal brand. As a result, you’ll improve client relationships.

What Is a Personal Brand?

Your personal brand is what sets you apart. Your brand might include your company mission statement and logo. However, it also extends to the experience your clients can expect when working with you.

Loan Officer Advertising Strategies for Building Your Personal Brand

How can you build your brand as a loan officer? Here are some loan originator marketing strategies that can help you connect with potential borrowers.

Create Authoritative Content

As a mortgage professional, you need to communicate knowledge in your field. One of the best ways to do that is by publishing authoritative content. 

For example, you can publish blog content on subjects like “alternative loan programs for first-time buyers.” Blogs like these are helpful for two main reasons. First, they show your clear knowledge of the industry. Second, they let you include keywords that improve your search engine rankings.

Video Content

Video is a simple, natural way to connect with clients. You can create and publish video content that instructs visitors on the lending process.

But you can also use video to highlight details that only apply to your practice. They provide borrowers with a “face-to-face” interaction long before you even meet them. And even more helpful is that you can use videos in emails and social media posts in addition to embedding them on your website.

Omnichannel Marketing

Many business owners already operate a basic Facebook page or other social media profiles. But the best way to build your brand is through omnichannel marketing, which means using more than one social media platform.

The advantage of this is simple. Some social media platforms will be better suited to reaching your target market. Sites like Instagram, for instance, help you better connect with millennial home buyers. 

Use Testimonials

Let your clients build your brand for you. Customer reviews and testimonials can offer insights into your strong points. Publishing stories from past clients also clues future clients into what to expect from your business.

A mortgage CRM platform can solicit feedback from past customers. You can then respond to any negative feedback to protect your reputation. You can also publish positive reviews through your web page or social channels. 

Network with Other Professionals

Another option is to build your personal brand by networking with other industry professionals. For example, realtors and lawyers can be great sources of mortgage leads. 

Mortgage CRMs can facilitate these relationships via a partner portal. Your area partners can use that portal to send leads your way. You might even be able to impress them with your mortgage pipeline and boost your reputation.

The Best Loan Originator Marketing Tools

BNTouch offers a comprehensive CRM solution for your lending practice. Our platform offers tools for marketing, collaboration, and more to help you build your brand. To see these features for yourself, contact BNTouch today. We can schedule a demo to help you learn what a mortgage CRM can do for you.

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

The post How to Market Yourself as a Loan Officer: Building a Personal Brand appeared first on .

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 .

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.

The post Effective Lead Management Strategies with the Help of a Mortgage CRM appeared first on .

A fully engaged mortgage customer will be far more likely to recommend you to a friend. They’ll also be more likely to return to you for future services.

The tools found in a customer relationship management (CRM) platform can keep your customers engaged throughout the lending process. Here are five ways to use mortgage CRM systems to boost customer engagement.

1. Provide Fast Answers with Live Chat

Live chat features keep website visitors more engaged than any other communication channel.

An estimated 63% of customers are more likely to return to a website with a live chat option. After all, many visitors come to your site looking for answers. A live chat offers the convenience of a website with the individualized attention of a customer service representative.

A responsive chat feature will engage new visitors and keep them coming back for more.

2. Stay Connected via an Online Portal

An online portal is basically a two-way communication system. Borrowers can use it to track their progress and complete essential forms. Meanwhile, lenders can use it to send messages and keep clients informed about the status of their loans.

The best mortgage CRM systems allow you and your clients to access the portal on their mobile devices. Through a secure app, clients can connect with you and stay engaged through every step of the lending process.

3. Send Automated Updates

An online portal is just one way to stay connected to your clients. Mortgage CRM systems also feature automated email and even text messaging tools. With these tools, clients can receive regular updates about their loan application status.

These updates can also keep the process moving forward. If there’s a problem in the application, you can alert clients quickly to get back on track.

4. Create Unique Explainer Content

They say a picture is worth a thousand words. That’s certainly true for mortgage customers.

Mortgage CRM systems allow you to generate explainer content, such as:

• Infographics
• Blog posts
• Market updates
• Custom videos

This content will explain more about what the lending process can look like. This is a great way to engage new mortgage leads since your explainer content will let them know what to expect as they move through the lending process.

5. Gain Feedback Through Surveys

What’s the best way to measure customer engagement? Just ask them. A mortgage CRM platform allows you to design custom surveys and distribute them throughout the lending process.

Not only will you learn from your customers, but you’ll also gain testimonies and reviews that help you engage new leads. You can publish positive reviews on your website or social media channels.

Keep Your Clients Engaged

A quality CRM can take your lending practice to the next level. The BNTouch platform offers collaboration tools for you and your team, as well as marketing features to help you nurture strong customer relationships.

See these features for yourself. Contact BNTouch today to schedule a demo and discover a whole new way to keep your clients engaged.

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

The post 5 Ways to Enhance Customer Engagement with a Mortgage CRM System appeared first on .