Mobile Mortgage CRM: Empowering Lenders On the Go

Clients expect their lenders to be available 24/7. Now, you can be. Mobile mortgage CRM solutions offer cloud-based technology, so you can be “on” even when you’re on the go. Enjoy the following features from anywhere in the world and deliver a whole new level of responsiveness to your clients.

Live Chat

Does your website feature a live chat window? A mobile mortgage CRM solution can keep you in touch with clients at any time of the day. When a user submits a question through the live chat, you and your team will receive an alert. 

Converse with users in real time and deliver the answers they need. Users who receive fast replies may be more likely to commit to applying for your services. By using a mobile application, you can stay connected from anywhere you’re working.

Online Portals

Mobile mortgage CRM technology gives you, your clients, and partners direct access through an online portal. Clients can use this portal to submit forms, ask questions, and track their progress. 

Your partners can use a separate portal to communicate or drop new contacts into your lead pipeline. You and your team can also gather information and stay in touch with clients while you’re away from your desk.

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Automation

Automation empowers you to conduct business without lifting a finger. Automated CRM tools will send emails and run social media campaigns with little to no direct involvement. 

Your clients will receive personalized messages and more automated communications. These features let you stay in touch on the go, as well as focus on other core areas of your lending practice.

Collaboration Tools

Mobile mortgage CRM systems help your teams work together. A centralized dashboard will make it easy for team members to collaborate. Documents and data will be stored in one single location. You and your employees can stay in touch using messenger tools and task management features. 

These features make it easy to stay in contact with your team and can also be valuable tools for remote/hybrid workplaces.

E-Signatures

Make things easier for your clients — and yourself — with e-signatures. This technology allows you to send important documents over email. Clients can sign these forms electronically through your mortgage CRM system. E-signatures make the process smooth and efficient, avoiding the need for a time-consuming office visit. 

Even if something goes wrong, you can request additional information or correct forms through the online portal.

Advanced Security

Are you worried about web-based CRM systems? The latest technology can keep your data secure. Session-specific cookies ensure user access data is never stored, and network security features limit access to only authorized users. You’ll enjoy the benefits of a mobile platform while remaining confident about your data security.

Discover a Mobile Mortgage CRM

BNTouch offers an innovative CRM solution for today’s busy mortgage lenders. These cloud-based features can maximize your productivity and deliver greater client satisfaction. Want to see these features for yourself? Contact BNTouch today to schedule a demo.

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

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