Texting Cadence for Loan Officers: When and How Often
How loan officers should text borrowers: capturing consent, honoring opt-outs, the cadence that works at each loan stage, quiet hours, and team rules.
Mortgage Blog
Marketing, automation and pipeline practice for mortgage professionals - written by people who build the CRM.
AI Follow-Up Approval Workflow for Loan Officers
Short answer: An AI follow-up approval workflow should make the purpose, permitted context, human reviewer, edit record, stop condition, and final action visible before a draft is used.…
Mortgage Lead Distribution Rules for Loan Officers: Ownership, Fallbacks, and QA
Short answer: Mortgage lead distribution rules should identify the source context, the accountable first reviewer, the fallback owner, the next action, and the exception path before a record…
Mortgage First-Response SOP for Loan Officers: A Reviewable Intake Process
Short answer: A mortgage first-response SOP should state when a record is considered received, who reviews it first, what context must be checked before outreach, and how the…
Google Business Profile for Loan Officers: Eligibility and Content
Check loan-officer Business Profile eligibility, maintain accurate local information, and connect profile visits to a useful website and follow-up.
Video SEO for Loan Officers: Publish a Useful Answer, Not Just a Clip
Turn a loan-officer video into a useful search resource with a reviewed transcript, accurate title, source links, and a relevant next step.
Mortgage Pipeline Exception Review: Agenda and Worked Examples
Run a focused mortgage pipeline review with exception examples, a short meeting agenda, a decision log, and a clear rule for closing each issue.
Missed Borrower Follow-Up: A Mortgage Service Recovery Checklist
Handle a missed borrower update with a factual recovery note, a named response owner, an escalation check, and a clear next commitment.
Referral Partner Quarterly Review: Agenda and Meeting Notes
Run a useful referral partner review with an agenda, a completed meeting note, service-quality measures, and BNTouch Partner Tracker evidence.
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