Mortgage Outsourcing: Hiring Awesome Freelancers
Summary This article explores the benefits of outsourcing certain aspects of your mortgage business to improve efficiency and reduce costs. Learn about tasks that can be outsourced, such…
Mortgage Blog
Marketing, automation and pipeline practice for mortgage professionals - written by people who build the CRM.
BNTouch Mobile App Update
Summary This article highlights the new features and improvements in the latest bntouch app update. Learn about the enhancements that make the app more user-friendly, efficient, and effective…
Email Marketing Tips For Loan Officers
Summary This article provides best practices for email marketing tailored to loan officers. Learn about crafting compelling emails, maintaining consistency, and personalizing messages, and how to enhance client…
The 7 Biggest Mistakes That Cause Loan Officers To Fail
Summary This article identifies common marketing pitfalls loan officers should avoid, such as neglecting follow-ups and ineffective online strategies. It provides solutions like leveraging CRM tools and improving…
BNTouch Connect – Add Live Chat
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…
Mortgage Lead Distribution Software: A Workflow Review
Evaluate mortgage lead distribution software through source context, assignment rules, fallback ownership, exception handling, and a five-record workflow review.
Social Media Approval Workflow for Loan Officers
A practical social media approval workflow for mortgage loan officers: content context, named review, response ownership, and exception handling.
Boost Closings with These Digital Marketing Tips
Summary This article focuses on practical marketing strategies tailored for mortgage professionals. Learn about these digital marketing tips and innovative approaches to engage clients, strengthen your brand, and…
Mortgage Tracker Triggers: A Source Review
Review the public BNTouch campaign-trigger source through enrollment rules, removal conditions, record tests, and human-owned exceptions.
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