Summary
This article discusses the importance of data analysis in mortgage CRM systems. Learn about the benefits of leveraging data analytics and how to utilize these insights to make informed business decisions. By the end, you’ll know how to harness CRM data to enhance your mortgage lending strategies.
We’ve just made some exciting new updates to our Mobile Mortgage CRM App. This update includes new features that will help you locate partners from your location, increased security functions, and call/email opt-out all from your Mobile Mortgage CRM App!
BNTouch mobile app that gives you access to almost all of your CRM functions on the go. Giving you the ability to run and grow your mortgage business from anywhere!
Let’s explore these new features within the BNTouch Mortgage CRM App.
Partner Radar
Quickly find and visit partners around you (from your database).
Partner Radar feature allows you to quickly find and visit partners around you that are linked to your database. This feature was created by popular demand, and we hope you find this a useful tool located partners nearby. Please see the image below of what you should expect from the Partner Radar added feature.
Biometrics for Added Security
Biometrics for additional security enables biometrics or Face ID/Touch ID (for iOS) access to the app.
Users can access this function in the menu under “Settings” if they then open the sub-tab “Security”. Tapping “Enable Biometrics” will prompt for a fingerprint scan on Android and (ostensibly) a finger or face scan on iOS devices. Please see the image below on how to access Biometrics.
Call/Email Opt-Out
Email/Call opt-in or opt-out from contacts through the app.
Open a client record (from the My Pipeline, Last Records, New Records, Record Search, etc.) Once inside, tap “Contact Info” in the bottom tab (Note that this isn’t the same as the “Contact Info” top-sub-tab within the “Info” bottom-sub-tab-use the “Contact Info” icon at the bottom of the screen). There, scroll to the “Cell Phone, Email, and Street” fields, there will be toggle switches that users can tap to set the status to a minus sign or checkmark, representing opted-out and opted-in. Please see the image below on how to access this feature.
Want to learn more about the new mobile CRM? Click the button below to check out our feature breakdown which includes a fifteen-minute walkthrough video about Bntouch’s Mobile Mortgage CRM App.
Key Takeaways
Utilizing data analytics within your CRM can provide valuable insights into customer behavior and market trends.
- Inform Business Decisions
Data-driven insights enable more informed and strategic decision-making in mortgage lending.
- Enhance Lending Strategies
Analyzing CRM data helps in refining marketing efforts and improving customer relationships.
Commonly Asked Questions
- What benefits does data analysis offer in mortgage CRM systems?
Data analysis offers insights into customer behavior, market trends, and operational efficiency, aiding in strategic planning.
- How can lenders utilize data analytics to make informed decisions?
Lenders can analyze CRM data to identify patterns, forecast trends, and tailor services to meet customer needs effectively.
- In what ways can CRM data enhance mortgage lending strategies?
CRM data can refine marketing efforts, improve customer segmentation, and optimize the loan processing workflow.
- Why is it important to harness CRM data in the mortgage industry?
Harnessing CRM data is essential for staying competitive, understanding customer needs, and enhancing overall business performance.
Want To See The Mobile Mortgage CRM App In Action?
