Mortgage Borrower Portals: A Workflow Evaluation Guide
A mortgage borrower portal evaluation guide for loan officers: review visible information, ownership, exception paths, and real-world portal scenarios.
CRM Updates
Digital Loan Docs | Manage Mortgage Documents in Your CRM
Summary This article explores the benefits of digital loan docs and adopting digital loan document systems. It focuses on reducing paperwork, improving operational efficiency, and enhancing borrower satisfaction.…
Introducing Multi-Language Campaigns
Summary This article highlights the importance and advantages of offering multi-language support in mortgage CRM software. It explores how providing a multi-language interface can help mortgage professionals reach…
BNTouch and LendingPad: Connection Review Checklist
A workflow checklist for teams evaluating a BNTouch and LendingPad connection: record context, owners, review points, and exceptions.
Send Videos To Borrowers : Enhance Communication
Summary This article discusses the benefits of send video to borrowers using personalized video messages to enhance communication with borrowers. By leveraging video, you can build stronger relationships,…
Introducing The New Dashboard
Do you know what’s always better than an old dashboard? A new dashboard and we’ve just beefed yours up with tons of new features for 2019. The right…
Feature Releases For 2019 (Plus A Recap of 2018)
What a huge year 2018 has been for us as a company and all of our users. We released 20 new tools, CRM updates and module upgrades this…
Direct Mail Marketing for Loan Officers: A Campaign Review Guide
Plan mortgage direct mail with a documented audience, purpose, source code, response owner, exception path, and current review process.
Rate Mortgage Leads For Borrowers & Partners
Summary This article highlights how using an effective CRM system can help mortgage brokerages streamline their operations and improve efficiency. Learn about key CRM features, how they support…
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