Customized Mortgage Video Marketing

by Crystal Minter

Staying top of mind with your borrowers and clients is vital to expanding your pool of contacts and growing your business. Customized video marketing is an excellent tool for developing authentic and professional relationships with all of your contacts. Video content has been shown to be one of the most effective and engaging methods of online marketing.

Video messaging makes it easy for your current and prospective clients to engage with the information you need them to know. Personalizing video messages for those in your contact pool helps you cultivate trusted relationships and show your clients that you value their business.

You want your clients and prospects to think of you first when they’re in need of what you have to offer. Personalized marketing, through customized video messages, communicates to your clients that you are a trusted and attentive mortgage broker.

The BNTouch CRM platform provides you with a range of options for customizing and creating original video messages for the clients and prospects in your network.

Fully Personalized Video Messages

With the BNTouch Mortgage CRM platform, you can record targeted video messages and send them to borrowers and clients instantaneously. This immediate and personal communication allows your contacts to take action quickly on any projects or opportunities that you mention in your video messages.

Additionally, you can record individualized video messages to let clients know about the latest developments on certain projects or inform them of specific refinancing options. Video messages are more personal and more accessible than large blocks of text sent via email or physical mail.

Professionally Produced Customizable Videos

Additionally, BNTouch provides you with professionally produced videos that can be customized for new and existing clients. These videos are an excellent way to engage and educate clients and contacts.

Customizing a pre-produced video full of useful information will position you as a trusted and knowledgeable mortgage professional. Customizable videos, available through BNTouch, are incredibly effective for a range of marketing purposes, including:

  • In-processing videos to educate new clients and prospects about the basic elements of the loan process
  • Videos to commemorate clients’ loan anniversaries in order to stay top of mind and to inform clients of any possible refinancing options
  • Customized happy birthday messages to nurture ongoing productive relationships with those in your network
  • Video messages can humanize you to current and prospective clients, showing them that you are more than just a company name or brand logo

BNTouch has recently created three new videos to educate your borrowers and clients. These videos are professionally produced and will show your contacts that you are a trusted source for all of their questions about the mortgage loan process. These new videos include:

  • Five Mistakes People Make When Buying a Home
  • The Do’s and Don’ts of the Loan Process
  • Tips for the Mortgage Closing Process

These customizable videos are versatile, engaging, and full of useful information.

How to Login to BNTouch and Send Customized Videos

The BNTouch CRM platform makes it simple and convenient to develop and send personalized video content. In order to get started sending effective customized videos, take the following steps:

  • Visit
  • Log in to the BNTouch Mortgage CRM
  • Select the Marketing tab
  • Select the Video Marketing tab
  • Select Birthdays, In-Processing, About Mortgage, or Loan Anniversary tabs, depending on the type of message you want to send
  • Select the ‘send’ button on the video to search and select the recipient, set up the email and send the video message
  • Select the Settings tab to set the Video Page Design


Recording an Original Video Message

The BNTouch Mortgage CRM provides you with the tools to record fully customized videos addressed to your borrowers and clients. You can also select one of the previously recorded videos from the video library to insert into your message.

When viewing your video message on the page, recipients can simply log in to their portal to take care of any actionable items that you mention in your video. Because they are so versatile, customized video messages are a perfect way to remain top of mind with your borrowers and clients.


Send Personalized Video Messages Today!


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Crystal Minter
For over 20 years, Crystal Minter has been a noteworthy leader in the high-tech space. You may know her as the Marketing Program Manager at Artech LLC, working for the one of the world's largest chip makers in Hillsboro, Oregon. Crystal can also be credited with contributions to Minter Consulting Group, Jeppesen - A Boeing Company, and Willamette Dental. She holds a Bachelor of Arts in Communication and currently resides in Beaverton, Oregon.
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