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.
How To’s
Virtual Lending Workflow for Loan Officers: What to Review Before You Scale
Use a virtual lending workflow checklist to evaluate record ownership, relationship context, review steps, and exceptions.
Your Niche Loan Program Got Regulated Out – What Do You Do?
Summary This article addresses the challenges mortgage professionals face when their primary loan programs are eliminated due to new regulations. It offers strategies to adapt, including planning ahead,…
Collect Leads From Your Listing Agents
Summary This article explores how mortgage brokers can utilize pre-built content to streamline advertising efforts and collect leads. Learn about the benefits of using pre-built content, such as…
Allow Borrowers To Post Positive Survey Results To Social Media
You asked for it and we brought it. Your clients can now share their positive surveys responses directly to social media, including Zillow and Yelp! You work hard for…
Mortgage Tracker Triggers: A Source Review
Review the public BNTouch campaign-trigger source through enrollment rules, removal conditions, record tests, and human-owned exceptions.
Customize Your Digital 1003 Mortgage Application
Summary This article introduces the customizable digital 1003 mortgage application. Learn about its features, including online accessibility, customization options, and progress saving, and how to streamline the application…
Tips for Loan Officers to Connect with the Hispanic Market
Summary This article discusses strategies for loan officers to effectively serve and market to the Hispanic community. It emphasizes understanding cultural nuances, offering bilingual services, and building trust…
New Custom Pipeline View
Have you ever wanted to organize your leads or borrowers based on their loan type or credit rating? Now you can, with our new custom pipeline view you…
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