Summary
This article discusses the advantages of using a CRM system that allows mortgage professionals to send texts, flyers, and documents directly to clients. It covers how integrating communication tools into a CRM can streamline the process, saving time and enhancing client interactions. By the end, you’ll know how to manage your communications more effectively and increase client engagement.
Most folks with a cell phone are within arms reach of their devices twenty-four hours a day. With over 60% of the world’s population in possession of a cell phone it’s more important than ever to reach people where they are spending their time. With new upgrades for BNTouch Voice you now have the ability to send text and picture messages directly from your CRM into your borrowers pocket.
Send Direct Messages to Any Phone:
98% Of Texts Are Read Within The First Two Minutes. That’s right, boost your marketing success with flyers, links and updates sent directly to potential and current borrowers phones. Compared to email open rates that average 20%, SMS marketing can increase your view rates by up to 390%.
Receive Messages Directly Into Your CRM
Only ⅓ Of American Households Own Printers/Scanners. Paper printing and scanning are dying practices. That holds especially true when working with Millennial borrowers, many of which will be turned off by working with physical documents that need to be printed and scanned. With BNTouch MMS, your borrowers can use their phone to take and send pictures of completed documents which will be directly stored in your CRM. Documents can also be uploaded to your client’s portal in the MortgageCircles App.
*Note: If you’ve already activated BNTouch Voice, no action is required*
Key Takeaways
- Centralize Communication for Greater Efficiency
The article emphasizes the power of centralizing communication within a CRM. By sending texts, flyers, and documents directly from the system, mortgage professionals can reduce the complexity of managing multiple communication channels, leading to greater operational efficiency.
- Enhance Client Engagement with Timely Updates
Using a CRM to send documents and texts ensures that clients receive timely updates, helping mortgage professionals stay in front of them throughout the process. Quick responses and information sharing keep clients engaged and more likely to move forward with their mortgage.
- Automate Follow-Ups for Better Results
The CRM system’s integration can also automate follow-ups, ensuring no lead is missed. This can be particularly beneficial for following up on documents sent to clients or checking in after sending important updates like flyers or offers.
Commonly Asked Questions
- How does sending texts, flyers, and documents from a CRM benefit mortgage professionals?
It helps streamline communication, making it easier to manage client interactions, save time, and keep everything organized in one platform.
- What is the key benefit of centralizing communication in a CRM?
Centralizing communication in the CRM reduces the need for managing multiple platforms, improving efficiency and minimizing the chances of missing important follow-ups or communications.
- How does sending timely updates improve client engagement?
Sending documents and texts from the CRM ensures clients receive timely information, which keeps them engaged and informed throughout the mortgage process, making them more likely to proceed.
- What role does automation play in CRM follow-ups?
Automation ensures that follow-ups are sent at the right time, reducing the risk of losing leads and keeping clients on track with the mortgage process.
