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.
Mortgage Blog
Marketing, automation and pipeline practice for mortgage professionals - written by people who build the CRM.
Loan Officer-to-Processor Handoff Checklist and Example
Use a processor handoff checklist with a completed example, document-status checks, receiving-owner confirmation, and a clear borrower update.
Facebook Lead Ads for Mortgage Brokers: Setup and Compliance
How mortgage brokers run Facebook lead ads that get approved: special ad category limits, copy that gets flagged, form design and fast follow-up.
Best Mortgage CRM With LOS Integration: An MLO Buyer Checklist
Evaluate a mortgage CRM and LOS workflow with a five-record MLO checklist for ownership, record context, timing, exceptions, and review.
How Machine Learning Is Used in Mortgage Marketing
Summary The mortgage industry is changing fast. Borrowers expect instant responses, personalized outreach, and smooth digital experiences from the first click to closing day.That’s where machine learning comes…
The Must-Know Refinance Tools for Mortgage Brokers
Quick Answer How does a mortgage refinance calculator work? A mortgage refinance calculator compares your current loan against potential new terms to estimate monthly payment savings, total interest…
Make Social Media Work Harder with BNTouch
Almost 50% of consumers are interacting with brands on social media more than they did six months ago. You need to capitalize on that trend. And the key…
Mortgage Newsletters for Marketing: CRM Features That Make All the Difference
As a marketer, you may be looking for a new way to connect with prospects and funnel more leads into the pipeline. Believe it or not, mortgage newsletters…
Mortgage Direct Mail Marketing: A Workflow Review
A direct-mail workflow review for mortgage teams covering audience context, content review, response ownership, and exception handling.
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