5 CRM Tools that Can Empower Your Team to Get More Done

by Chris Brown

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.

Vector illustration concept of social media, networking, online communication, seo, internet advertising, market research, data analysis, business strategy, consulting.


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

Artificial intelligence, AI with high technology, Vector illustration. Symbol of future cooperation, technology advance, innovation. big data and VR, ai robot handshake with human, business, startup.

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.

Request a free demo

Chris Brown
Request a Demo
Try BNTouch's marketing automation platform for yourself