Mortgage Text Message Templates That Stay Compliant
Texting is the fastest way to reach a borrower and the easiest way to create a compliance problem. Both of those are true at once, and the second…
Mortgage Blog
Marketing, automation and pipeline practice for mortgage professionals - written by people who build the CRM.
Texting Software for Mortgage Brokers: Workflow Review
Evaluate texting software for mortgage brokers with a workflow review covering contact context, message ownership, review, and exception handling.
Mortgage Lead Conversion Rate: A Measurement Guide for Loan Officers
A practical mortgage lead conversion rate measurement guide for loan officers: definitions, source context, record review, ownership, and exception checks.
CMPS Designation: How it is Beneficial
Quick Answer What is the CMPS designation? The Certified Mortgage Planning Specialist (CMPS) designation is a professional credential for mortgage professionals who advise clients on mortgages as part…
Leveraging BNTouch SMS & Voice Module for Client Communication
Summary This article explores the importance of SMS and voice communication in maintaining strong relationships with clients. Learn how using these channels effectively can improve communication and keep…
Discover the New Features in BNTouch CRM!
Summary This article highlights the latest updates and enhancements to the BNTouch CRM platform. Learn about innovative tools designed to streamline workflows, improve client engagement, and increase team…
Mortgage Ads and Advertising Review: A Workflow for Loan Officers
Use a source-led mortgage ads and advertising review workflow to preserve claims, evidence, review ownership, and release decisions.
Facebook Ads For Mortgage Brokers
Direct answer Facebook ads can be one source of mortgage inquiries when the campaign objective, audience choices, landing-page disclosures, consent language, lead handoff, and follow-up process have been…
Mortgage SEO for Loan Officers: A Practical Review Guide
A people-first mortgage SEO review guide: choose a borrower question, cite a source, assign a reviewer, and make the next step clear.
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