When it comes to scaling your mortgage business, you can’t afford to waste hours chasing leads or sending the same messages over and over. That’s where a mortgage content strategy and automated mortgage CRM campaigns come in.
With the right mortgage marketing automation tools, you can set up custom triggers that initiate outreach campaigns. Here’s a look at seven smart campaigns for loan officers that run while you sleep.
How Can a CRM Help With Mortgage Marketing?
A good mortgage CRM does more than organize contacts. It gives you the ability to automate repetitive tasks. You can create mortgage CRM campaigns that kick off when leads perform specified actions. Setting up smart campaigns ensures that no lead is left behind.
What Are Smart Campaigns in a Mortgage CRM?
Smart campaigns are sequences of automated tasks and communications. They’re triggered when leads take certain actions.
BNTouch builds campaigns to be flexible, making it easy to combine different types of content to engage with leads.
7 Mortgage CRM Campaigns That Run on Autopilot
Here are seven mortgage CRM campaigns that you can launch and automate with minimal effort:
1. New Lead Welcome Campaigns
New leads expect a fast response. The moment someone fills out a form, your CRM can kick off a drip campaign. This series introduces your services and builds trust. Schedule automated emails and texts to go out instantly after lead capture.
2. Pre-Approval Process Education
Once a lead shows interest, use a campaign to explain the pre-approval process. Break down document requirements and give leads a timeline. This lets them know what to expect.
3. In-Process Loan Updates
Keep clients in the loop with updates at each milestone. These CRM follow-up campaigns help reduce status-check calls and keep clients happy.
4. Automated Mortgage Email Campaigns
Drip campaigns for mortgage brokers are an effective means of nurturing leads. You can send out automated messages at predetermined intervals to keep people in your pipeline.
5. Lead-Reactivation Campaigns
Lead-reactivation mortgage campaigns help you get people back in the pipeline. These automated outreach efforts can also set the stage for future calling opportunities. In fact, 73% of salespeople who use automation to assist with warm and cold calling say it improves the quality of their conversations.
6. Re-Engagement for Past Clients
When it comes to setting up CRM follow-up campaigns, mortgage brokers can be a little forgetful. After all, the deal is done.
However, that doesn’t mean you shouldn’t re-engage with past clients. Automated mortgage CRM campaigns help you stay connected with every client. The goal is to be their first call when they need to refinance or buy another home.
7. Birthday and Home Anniversary Campaigns
A small touch goes a long way. Schedule celebratory messages on clients’ birthdays or loan anniversaries. These feel-good campaigns keep your name top of mind in a personal way.
Build Better Mortgage CRM Campaigns With BNTouch
BNTouch empowers you to build better mortgage CRM campaigns. Our user-friendly platform includes automation capabilities and dozens of templates. Book a demo to learn more.
To see these features in action, contact BNTouch to schedule a demo!
