Ways to Leverage Marketing Automation in Your Mortgage CRM Software

by Tomi Pironti

Top-tier mortgage CRM software is often equipped with marketing automation tools. These workflows will drastically improve the customer experience from start to finish. Automation can also make it easier for your loan officers to generate leads and stay connected.

While implementing automation takes time in the early stages, it is worth the effort. Your business will reap the benefits in the long run and your mortgage brokers will thank you for making their daily lives less cluttered.†

Below, we outline a few ways that you can make the most out of your CRMís marketing automation tools.

What is Marketing Automation?

Marketing automation allows you to set certain mortgage brokerage processes to autopilot. Mortgage CRM software includes workflows and automation tools that will allow you to process loans faster. These tools will also provide a better consumer experience, and boost conversions.†

By automating repetitive processes, you can free up more time to focus on your clients.

How to Make the Most Out of Marketing Automation

Through the power of cutting-edge mortgage CRM software such as that offered by BNTouch, you can minimize the need for manual marketing efforts. With our CRM, you can:

Expedite Response Times

Modern consumers have grown accustomed to receiving immediate gratification. They expect a quick response when they reach out to a business or request information about a service. If you do not satisfy this desire, then they are likely to shop around for another mortgage broker.

Through the power of BNTouchís automation tools, you can set up a simple but effective automated email response. This software will send them onboarding materials and draw them deeper into the sales funnel. Automated responses ensure that prospective clients receive a prompt response.

Nourish Promising Leads

Marketing automation does not just help you acquire leads; it can also aid your efforts to convert these prospects into sales. In the world of mortgages, most sales do not occur until several follow-up attempts have been made. However, your loan officers do not always have time to nourish promising leads.

Through marketing automation software, you can send personalized text and email drips. This allows you to keep your targets engaged, build trust, and encourage them to partner with you.

Increase Referrals

For mortgage brokers, referrals are one of the most effective lead-generating strategies. Unfortunately, keeping up with your past clients can get overlooked, especially when your loan officers are focused on closing loans fast.

BNTouchís automation tools give you the ability to stay connected with your past clients. All you have to do is set up a series of automated post-closing messages that are designed to maintain a strong relationship with that client.†

Next time a friend or family member brings up mortgage services, your company will be the first one that comes to mind.

BNTouch, a Mortgage CRM Software for Everyone

If you want to learn more about the benefits of our marketing automation tools, contact BNTouch today to schedule a demo!† We have flexible pricing options for mortgage firms of all sizes.

We also offer free demos so that you can see our innovative mortgage CRM software in action!


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Tomi Pironti
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