A solid 73% of mortgage professionals have adopted artificial intelligence (AI). And the main reason they have is to increase their efficiency. It’s true: A mortgage CRM with AI capabilities empowers you to close more deals. With that in mind, let’s unpack some common questions about using AI for mortgage brokers. We will also explore the tools that an AI-powered CRM offers.
What Is a Mortgage CRM With AI?
A mortgage CRM with AI has integrated AI tools that can help you nurture leads and close more deals. A platform like this uses AI to assist with tasks such as:
- Lead nurturing, with scoring features that help to prioritize high-intent borrowers
- Loan pre-qualification and borrower assessments based on financial data
- AI-powered compliance checks to ensure applications meet regulatory guidelines
- Document processing and reminders
- Customer follow-ups across multiple channels
- Content creation and distribution, including dynamic content generation and automated drip campaigns
- Automating tasks and reminders to save you time
- Predictive analytics, allowing mortgage professionals to anticipate opportunities to help borrowers refinance
AI-driven software for mortgage lenders saves time and helps you get more done each day.
How Does a Mortgage CRM With AI Help You Close More Deals?
AI-driven software for mortgage lenders simplifies lead nurturing. It helps you prevent future customers from slipping through the cracks with automated email drips. You can also use it to answer customer inquiries in a snap. And that will help meet clients’ needs for instant gratification.
The top software includes a built-in AI mortgage advisor chatbot to advise loan officers on additional features of the CRM itself. It can answer basic questions to help you make the most of your AI-powered tools and processes.
How Does AI Assist in Managing Follow-Ups and Reminders?
AI mortgage leads management tools can send automated responses and provide timely updates on loan statuses to potential customers.
You can also set custom communication rules that send info to leads when they finish key tasks. You can change the type of info each lead receives based on the loan products they have an interest in.
Does AI Improve Internal Communication and Task Management?
AI can speed up internal communication by a large margin. It can automate the process of sending leads to your team members. It will also take care of tedious tasks like sending reminders and notifications so you can spend more time working with and building your team. You can even assign tasks and receive automated alerts when they’re done.
How Does AI Help With Mortgage Marketing Automation?
Borrowers don’t want generic messages. They want offers that make sense, given their needs. AI allows you to automate most of your marketing processes. It even uses analytics to deliver personalized communications. These will improve customer engagement and earn you more clients in the long run.
How Can AI Improve Lead Management in a Mortgage CRM?
AI helps keep your leads organized within your CRM. Some tools can even score leads so you can nurture the most promising prospects, segmenting them into different funnels and setting up automated outreach.
AI-powered CRMs also include tools that empower your clients. Take AI mortgage calculators, for instance. These provide accurate estimates of closing costs and monthly payments. In turn, they will help clients better grasp the mortgage process and their budget. These calculators be a starting ground to capture leads, qualify buyers, and increase engagement on your website.
Demo the BNTouch Mortgage CRM With AI
When you’re ready to see the power of AI mortgage lending tools, BNTouch has you covered! Our easy-to-use CRM is scalable to grow with your business. It includes all the tools you need to nurture leads and win clients. Work smarter and close more deals with BNTouch — schedule a live demo today!
To see these features in action, contact BNTouch to schedule a demo!
