Individual Brokers: Empowering Productivity with the Right CRM Solution

by Tomi Pironti

For the most part, the mortgage industry is dominated by massive enterprises and regional teams of loan officers. However, independent mortgage brokers still have their place within this extremely competitive industry. 

With that said, these passionate, hardworking individuals need all the help they can get to satisfy demand in the local markets they serve.

That’s where a top-quality innovative CRM solution for individual mortgage brokers can help, providing a full suite of tools that will enhance productivity and profitability. 

Below, we’ll outline why a mortgage CRM is vital for loan officers and highlight some of the top benefits of a powerful platform for individual loan officers.

Why Individual Mortgage Brokers Need a CRM

Due to the ever-changing nature of the mortgage industry, an independent loan officer can easily become overwhelmed. Between marketing responsibilities, keeping up with current clients, and the need to stay in touch with past customers. It can be all too easy for individual mortgage brokers to stay in the office all day and night, working long hours just to keep up.

Quality CRM software can help individual mortgage brokers to overcome these challenges. This technology provides effective tools to stay organized, follow-up with previous clients, and advertise your services to prospective customers.

Benefits of Mortgage CRM Solutions 

By taking advantage of cutting-edge CRM solutions, individual mortgage brokers will gain access to:

Marketing Software

A great CRM will offer the latest mortgage marketing technologies, which makes it that much easier for loan officers to convert leads into loans. 

Mortgage CRM solutions allow mortgage brokers to automate otherwise tedious marketing tasks and enhance conversion rates. In turn, this will free them up to devote more time to their current clients.

A Digital Loan Platform

Modern consumers crave a digital mortgage experience. With the help of a powerful mortgage CRM, individual loan officers can satisfy this desire. A digital loan platform allows mortgage brokers to streamline the borrower experience with an online 1003 form and digital document management capabilities.

In addition, loan officers can send the borrower regular updates via app-based push notifications or text messages. This kind of platform is essential for brokers who don’t have a dedicated team. If you can’t delegate, automate!

Post-Funding Follow-Up Platform

Following up with customers after their loans close is an essential part of earning repeat business. But manually conducting follow-up can be exhausting. 

Mortgage CRM software allows loan officers to set pre-configured ad campaigns with customized follow-up prompts. This feature can ensure that you stay at the top of a customer’s mind. If they decide to refinance or seek out new mortgage services in the future.

Refinance Opportunities and Birthday Alerts

Tired of filling your calendar with reminders to send out birthday cards? Want to make sure you never miss a beat when a past client would be in a great position to refinance?

Mortgage CRM software includes tap-to-call reminders. It can also send mortgage officers in-app push notifications. These prompts will let them know when it is time to reach out to a past borrower so that they can make the most out of every opportunity.

The Premier Solution for Individual Brokers

If you would like to learn more about a top-quality mortgage CRM that can benefit independent loan officers, contact BNTouch today. We will arrange a free demo so that you can see our technology firsthand.


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Tomi Pironti
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