4 CRM Features That Can Improve Individual Broker Productivity

by Tomi Pironti

Customer relationship management software has come a long way over the last few years. The latest CRM platforms include a full suite of tools and features that can enhance the buyer experience and improve the productivity of individual mortgage brokers. These features can also level the playing field for independent loan officers as they attempt to compete with larger firms.

So what are the best CRM features to look for? In this guide, we’ll explore the must-haves when you want to enhance your efficiency as an individual mortgage broker.

1.   Marketing Software

Marketing software can help mortgage brokers turn leads into loans. A great CRM software should automate basic activities to reduce a loan officer’s workload. This can help you to focus on providing a great buyer experience. 

Without the right marketing software, it can be challenging for loan officers to stay connected with clients. 

2.   Digital Document Management Tools

Gone are the days when you had to physically meet with buyers to get signatures on important documents! These days, the best CRM tools should be able to provide you with excellent document management features.

Use these tools to send borrowers electronic documents, such as the 1003 form. The CRM platform will automatically notify you when the borrower completes and submits the form. That way, you can keep the application moving through the approval process. 

3.   Post-Funded Follow-Up Tools

In the past, buying a home was often a once-in-a-lifetime experience. However, that is no longer the case. 

Many borrowers will buy multiple homes throughout their lifetime. They might also refinance their existing loans to get a better rate. These trends have opened the door for loan officers to earn repeat business if they stay connected to past clients. 

CRM software makes this easier than ever by providing loan officers with post-funding follow-up tools. These tools allow mortgage brokers to stay connected 5, 10, or even 15 years after a loan is funded. This means that they can stay top of mind with past clients. If a former buyer needs additional mortgage services, the loan officers who stay in touch will likely be their first call. 

4.   Pre-Designed Marketing Content

The best CRM solutions include pre-made content. These ready-to-use e-marketing templates are a valuable resource for loan officers. 

Eye-catching marketing campaigns will help mortgage brokers to build a strong online presence. Being active online is essential for loan officers who want to remain competitive within the crowded mortgage industry. 

Ready to Take Control of Your Workflows?

As you can see, the right CRM can revolutionize the way that individual loan officers process mortgages. This technology can help them to be more productive and generate greater revenue. 

If you are a loan officer who is interested in reaping the benefits of modern CRM technology, BNTouch can help. Our world-class platform includes all of the tools outlined above and more. Book your free demo today or contact our team to discover our productivity tools today.


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Tomi Pironti
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