Mortgage Lead Conversation
Summary This article explores strategies for leveraging a Mortgage CRM to enhance client relationships and generate repeat business. Learn about the importance of personalized communication, efficient follow-ups, and…
Articles
Mortgage Loan Leads: Evaluate Sources and Follow Up
Mortgage Loan Leads: Evaluate Sources and Follow Up Short answer: A mortgage loan lead is worth a next action when the team can identify its source, current context,…
How BNTouch CRM Helps Mortgage Professionals Succeed in Any Market
Summary This article provides essential tips for mortgage professionals on how to stay competitive in the market. Learn about key strategies for building a successful mortgage business, including…
Automating Mortgage Client Engagement During Rate Changes
When mortgage rates begin to trend in a positive direction, you should seize the opportunity to reconnect with past clients and encourage homeowners to explore refinancing options. Let’s…
Mortgage Refinance Marketing: Selling Refis When Rates Fall
When rates fall, the refinance opportunity is not evenly distributed. Every loan officer in your market gets the same news on the same day. What separates the ones…
Exploring BNTouch’s Refinance Tools: Webinar Recap
In the latest webinar, the focus was placed on BNTouch’s refinance tools, which are designed to simplify the refinancing process for mortgage professionals. Those who couldn’t attend…
Mortgage Text Message Templates That Stay Compliant
Texting is the fastest way to reach a borrower and the easiest way to create a compliance problem. Both of those are true at once, and the second…
Texting Software for Mortgage Brokers: Workflow Review
Evaluate texting software for mortgage brokers with a workflow review covering contact context, message ownership, review, and exception handling.
Mortgage Lead Conversion Rate: A Measurement Guide for Loan Officers
A practical mortgage lead conversion rate measurement guide for loan officers: definitions, source context, record review, ownership, and exception checks.
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