Summary
This article showcases how BNTouch’s suite of tools and features can help mortgage professionals use data security that streamline their processes and achieve better business results. It highlights various functionalities such as automated marketing, customizable workflows, and enhanced customer communication tools that empower loan officers to work more efficiently. The focus is on how BNTouch can drive growth, improve customer satisfaction, and increase productivity.
Your clients trust you with their most sensitive financial data. Choose a mortgage CRM that protects them. Data security in mortgage CRMs requires technical solutions. Here’s how a CRM platform can protect you and your clients.
Unique Usernames and Passwords
A unique username and password protect every user account. This means no one can access your account without you knowing about it. Even the system administrator cannot access your account without your consent.
Multi-Factor Authentication
Multi-factor authentication adds an extra layer of protection. Users must enter at least two different sets of login credentials. Common examples include email and phone number. This simple strategy protects your system from access by unauthorized users.
CRM Audit Logs
Audit logs equip you to track user activity. Activating audit logs will alert you to suspicious or unauthorized access. In the event of a security breach, audit logs provide data to aid forensic analysis.
Real-Time Alerts
Many systems include real-time monitoring. If your CRM platform detects suspicious activity, it will notify you immediately. Real-time visibility gives you and your team total control over who’s accessing your data. This lets you identify threats in real-time to stop them at their source.
Impose IP Restrictions
Did you know you can restrict which computers can access your CRM? IP address restrictions limit who can access your cloud-based CRM platform. As a result, you’ll prevent unauthorized users from accessing your system. Such restrictions add a definitive layer of data security in mortgage CRMs.
Certified Cloud Servers
Look for CRM platforms that use certified hosting providers. Common certifications include:
- SOC1 and SOC2
- ISO 27001
- HIPAA Compliance
- PCI Level 1 Service Provider Certified
- SSAE16 Certified
- Tier III Standards Compliant
Why does this matter? Certification shows that a leading third-party authority trusts the CRM system.
Firewalls and Network Security
Firewalls regulate traffic to and from your network. Mortgage CRM providers use the latest firewalls to protect your data. Network security features can filter out malicious threats and also identify irregularities. As a result, your provider is better equipped to stop attacks before they even begin.
Session Cookies Dynamic Data
The best mortgage CRM providers rely on something called “session cookies.” These cookies only record authentication data for each session. They do not store user data beyond this session. Instead, top providers rely on dynamic data unique to each session. Such measures prevent personal credentials from falling into the wrong hands.
SSL Technology
CRM providers can use secure socket layer (SSL) technology. This technology ensures data is encrypted when using common browsers. As a result, your data is safe, secure, and only accessible to registered users.
A Simple Solution for Data Security in Mortgage CRMs
Your mortgage CRM should centralize your client data but also keep it safe. Data breaches are bad for your client and can damage your public reputation. The BNTouch platform offers innovative solutions for mortgage lenders. It also ensures the highest standards of digital security.
Discover these features for yourself. Contact BNTouch to schedule a demo and learn more about how a CRM can enhance your practice.
Key Takeaways
- Automation for efficiency
BNTouch’s automated marketing and workflows save time and effort, allowing mortgage professionals to focus on other important aspects of their business.
- Customization for better client engagement
The platform offers customizable options that cater to individual business needs, ensuring more personalized communication with clients.
By integrating tools like automated emails and task management, BNTouch helps loan officers handle more clients with greater efficiency.
Commonly Asked Questions
- What features of BNTouch help increase productivity?
Features like automated marketing, customizable workflows, and task management allow mortgage professionals to handle more clients with greater efficiency.
- How does BNTouch improve customer communication?
BNTouch offers customizable communication tools, ensuring more personalized and effective engagement with clients.
- What role does automation play in achieving more with BNTouch?
Automation helps streamline marketing and workflow processes, saving time and allowing mortgage professionals to focus on other critical tasks.
- How does BNTouch help with business growth?
By increasing productivity, improving client communication, and automating tasks, BNTouch empowers loan officers to focus on strategies that drive business growth.
To learn more or schedule a demo, contact BNTouch today.
