Mortgage CRM App – Take Your Mortgage Business With You

by Aidan Paringer

Summary

This article highlights the advantages of using a mobile CRM app for mortgage professionals to manage leads and communications on the go. It covers features like instant notifications, client tracking, and task management that enhance productivity. By using a mobile CRM, professionals can stay connected and responsive anytime, anywhere.

 

As more and more of our business becomes digital it’s becoming more important than ever that we can take that business with us, on planes, in hotels or on the go we can respond to emails and do the things necessary to make our business run. Well with BNTouch’s Mortgage CRM App we’ve made that a central focus point of our CRM, and we have two different mobile apps that help you facilitate and grow your business to this growing digital and mobile marketplace.

  1. Empower Your Borrowers & Partners on Mobile.

    BNTouch Mortgage CRM App
    With our Mortgage Circles App which can be found on the App Store and Google Play will allow you to take the power of your borrower & partner portals on mobile. Send push notifications  about your borrowers loan status directly to their phones. Allow your borrowers to submit documents and upload signatures while their on the go. Give your partners the power to submit leads to you from their phone and track how many leads they’ve submitted. The Mortgage Circles App brings you and your borrowers the convenience that comes with getting a mortgage loan from anywhere.

    Check it out on the App Store.

    Check it out on the Play Store.

  2. Use Your CRM On The Go

    BNTouch Mortgage CRM App
    With our fully featured BNTouch Mortgage CRM App you can take your CRM with you anywhere you go! See an overview of your tasks, to do’s and birthday reminders that you can call with one tap. View lead, funded loan and lead source reports right from your phone. Add contacts directly from business cards with the scan business card feature and respond to important messages all on the go. Turn the BNTouch Mortgage CRM App into your mobile office and grow your business from anywhere!

    Check it out on the App Store

    Check it out on the Play Store

Key Takeaways

  • Access client data from anywhere with mobile CRM apps.

A mobile CRM app ensures that loan officers have client information at their fingertips, enhancing flexibility and efficiency.

  • Sync communications across multiple devices.

CRM apps integrate messages, emails, and notifications across platforms for seamless client interactions.

  • Track performance metrics on the go.

Real-time analytics provide actionable insights that help improve sales and marketing strategies.

 

Commonly Asked Questions

  • What is a mortgage CRM app and why is it essential?

A mortgage CRM app is a mobile tool designed to help mortgage professionals manage their leads, clients, and workflow on the go. It allows for easier access to client data, communication history, and scheduling tools, ensuring mortgage professionals can stay connected and responsive at all times.

  • How can a mortgage CRM app improve loan officer productivity?

A mortgage CRM app boosts productivity by organizing leads and client data in one place, allowing loan officers to track interactions and follow up efficiently. The app’s automation features also help reduce time spent on manual tasks, allowing loan officers to focus on building relationships and closing deals.

  • What are some features of a mortgage CRM app that benefit loan officers?

Key features include lead and contact management, automated reminders, document storage, and real-time updates on loan progress. These features simplify the loan process, keeping loan officers organized and enabling them to respond quickly to client needs.

  • How does a mortgage CRM app improve client relationships?

A mortgage CRM app strengthens client relationships by offering a personalized experience through automated communications, reminders for follow-ups, and easy access to client information. This constant engagement helps loan officers stay top-of-mind with clients and build long-term trust.

 

Want to learn more about BNTouch and our Mortgage CRM App?

Aidan Paringer
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