Turning Leads Into Lifelong Customers
Capturing promising mortgage leads is the first step to growing your business. However, learning how to stay connected with mortgage leads before, during, and after closing is the…
Mortgage Blog
Marketing, automation and pipeline practice for mortgage professionals - written by people who build the CRM.
Ideal Mortgage Leads
Summary This article focuses on ideal mortgage leads and effective strategies for managing and converting mortgage leads into closed deals. It discusses the importance of timely follow-ups, lead…
Mortgage Business Team: 12 Metrics to Review
Quick Answer What metrics should a mortgage team review? Mortgage teams should review pull-through rate, lock-to-close ratio, lead-to-pre-approval rate, average cycle time, dollar volume per LO, units per…
Here’s The Future of Mortgage Marketing
Summary In this article, you’ll learn about the future trends and advancements in mortgage marketing. Discover the role of artificial intelligence, automation, and personalization in creating more effective…
Must Have Features for Your Mortgage CRM Software
Summary This article outlines essential features to look for in mortgage CRM software. Learn about lead management, automation, analytics, and integrations that boost team productivity and customer satisfaction.…
How to Close Mortgage Refinance Opportunities
Falling interest rates mean more refinancing deals. According to data from the Mortgage Bankers Association (MBA), we typically see a spike of 20% to 40% in mortgage refinance…
Mortgage Lead Conversation
Summary This article explores strategies for leveraging a Mortgage CRM to enhance client relationships and generate repeat business. Learn about the importance of personalized communication, efficient follow-ups, and…
Mortgage Loan Leads: Evaluate Sources and Follow Up
Mortgage Loan Leads: Evaluate Sources and Follow Up Short answer: A mortgage loan lead is worth a next action when the team can identify its source, current context,…
BNTouch Document Management & e-Sign Webinar
Watch a BNTouch document-management webinar and use a five-record review to evaluate document requests, ownership, status, and exception questions.
See how this works in your own pipeline.
Twenty minutes with someone who knows mortgage, not a generic product tour.
Book a Live Demo