Productivity Tools for Loan Officers: A Review Guide
Evaluate productivity tools for loan officers through record context, daily priorities, ownership, handoffs, and reviewable exceptions.
Mortgage Blog
Marketing, automation and pipeline practice for mortgage professionals - written by people who build the CRM.
Introducing The Lead Assignment Manager
Summary This article covers the Mortgage Lead Assignment Manager, a tool designed to help lenders efficiently distribute and manage leads. Learn about its key features, how it automates…
A Quick Survival Guide For Loan Officers
Summary This article gives actionable advice for competing with big players like Zillow. Learn about focusing on personalized service, leveraging local expertise, and building relationships in your community.…
BNTouch Connect/Chat – Lead Collection Improvement
Summary This article discusses the advantages of integrating live chat features into mortgage websites for better client communication. Live chat enhances customer experience by providing instant responses, improving…
Your Niche Loan Program Got Regulated Out – What Do You Do?
Summary This article addresses the challenges mortgage professionals face when their primary loan programs are eliminated due to new regulations. It offers strategies to adapt, including planning ahead,…
Good Loan Officer Habits: A Reviewable Practice Guide
Use reviewable loan officer habits to keep relationship context, active-work ownership, learning, and exceptions visible in daily practice.
Collect Leads From Your Listing Agents
Summary This article explores how mortgage brokers can utilize pre-built content to streamline advertising efforts and collect leads. Learn about the benefits of using pre-built content, such as…
Allow Borrowers To Post Positive Survey Results To Social Media
You asked for it and we brought it. Your clients can now share their positive surveys responses directly to social media, including Zillow and Yelp! You work hard for…
Effective Ways To Build Your Mortgage Database
Summary This article offers eight quick, cost-effective methods to expand your mortgage lead database. Learn about strategies such as importing existing contacts, leveraging social media, and hosting events,…
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