New Year, New Financing: How CRM Tools Can Draw in Repeat Business

As a mortgage broker, one of the toughest challenges that you will face is acquiring new leads. That is why it is important to make the most out of every existing borrower relationship. 

But how exactly do you encourage past clients to turn to your team the next time they need mortgage services?

While there are many ways to accomplish this goal, customer relationship management software is the best option. A quality CRM platform will include robust tools that are designed to help you draw in repeat clients. Here are some of the ways that the right tool can make this happen.

Protect Your Brand Reputation

A high-quality CRM software will help you give borrowers a positive experience from start to finish. This is essential to a great brand reputation.

If you provide clients with a seamless loan experience, they will be more likely to do business with you in the future. On the other hand, poor communication or excessive processing times may cause them to seek out other loan officers the next time they need services.

Facilitate Post-Funding Communication

The average borrower will go years without needing mortgage services. During that time, they may forget which loan officer they worked with. That is why it is important for you to maintain regular communication post-funding.

CRM software gives you the ability to create automated follow-up campaigns that will help you keep in touch with past clients. You can reach out to them via SMS or email to ensure that your team is top of mind when clients need new loan products.

Send Out Customized Alerts

Another great way to attract repeat business is through birthday or home anniversary alerts. By simply sending an email or text message to clients on important days, you can let them know that they are a valued customer. 

Once you upload client data into your CRM software, you can enable automated birthday or anniversary alerts with the tap of a button. This means that you will never miss an opportunity to connect with your clients.

Notify Borrowers About Refinance Opportunities

CRM platforms can also help you to notify clients about opportunities to refinance their loans. Most homeowners will jump at the chance to save money. 

A great CRM software will send you notifications anytime one of your past borrowers is eligible for refinancing. You can then craft a custom email or text message that discusses just how much money they could potentially save.

Access the Leading Mortgage CRM

While there are plenty of mortgage CRM options available on the market today, none can compare to the cutting-edge BNTouch platform. Our software features an array of tools that you can use to nurture client relationships and draw in repeat business.

BNTouch offers solutions designed for independent mortgage brokers, large teams, and multi-location enterprises. With our powerful tools for marketing and processing, you can drive repeat business like never before. Ready to learn more? Book your no-obligation demo today!

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