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.
CRM
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…
E-Signature Tool For Loan Officers
Summary This article introduces the advantages of using e-signature tools in mortgage processes. Learn about enhancing document security, speeding up loan approvals, and offering a seamless client experience.…
Introducing The Lead Assignment Manager
Summary This article covers the Mortgage Lead Assignment Manager, a tool designed to help lenders efficiently distribute and manage leads. Learn about its key features, how it automates…
BNTouch Mobile App Update
Summary This article highlights the new features and improvements in the latest bntouch app update. Learn about the enhancements that make the app more user-friendly, efficient, and effective…
BNTouch Connect – Add Live Chat
Summary This article discusses the advantages of integrating live chat features into mortgage websites for better client communication. Live chat enhances customer experience by providing instant responses, improving…
Mortgage Lead Distribution Software: A Workflow Review
Evaluate mortgage lead distribution software through source context, assignment rules, fallback ownership, exception handling, and a five-record workflow review.
Mortgage Marketing Reports & Office Analytics
Summary This article emphasizes the importance of mortgage marketing reports for refining strategies and improving ROI. It discusses how to track key performance indicators, measure campaign success, and…
Mortgage CRM Training Videos: A Review Guide for Loan Officers
Use mortgage CRM training videos to test roles, record context, review points, and exception paths before a workflow is used in daily work.
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