Summary
This article highlights the power of automation in mortgage marketing. Learn about tools and strategies that help automate follow-ups, nurture leads, and manage campaigns seamlessly. The “set it and forget it” approach frees up time, allowing loan officers to focus on strategic tasks while ensuring no leads are overlooked. By the end, you’ll know how to implement these systems for an efficient and stress-free marketing process.
CRM is a vital part of every mortgage top producer’s business. Client management, lead nurturing, email marketing, social marketing and many other things makes CRM a perfect money making partner or assistant. No wonder that this everlasting, never-sleeping partner of yours sometimes takes some time to set up. Think of it as an assistant’s training time.
What happens after you train your assistant? That’s correct, he or she makes your life easier by taking on some of your daily duties. When setup (trained), BNTouch can help you with a lot of different profit generating tasks, even if you are not actively logging in into the CRM system.
In today’s article we’d like to go through 5 tasks that show you a great value of having CRM working for you in “proactive” mode.
1. Send Updates With and Without LOS Sync
Real-time syncing with Loan Origination Software is a must-have feature for any corporate environment. BNTouch offers syncing with every major LOS. Our CRM also offers custom CSV automated intake that makes it possible to integrate with virtually any LOS out there. Syncing is vital to real-time In-Processing Status updates as well as any immediate status change communication with borrowers and partners.
Result: You get automated real-time in-processing and other status change communication updates sent to clients and partners without having to do anything.
If, for some reason, you are not able to setup LOS synchronization, there is a way you can still update your CRM. You can create a report in your LOS and run it couple times a week and import it into BNTouch. It is an easy two click process on each side. Your BNTouch records will stay updated with information from LOS.
Result: You get automated in-processing and other status change communication updates sent to clients and partners with 5 minutes a week time investment.
2. Get Notifications to Mobile Application
Installing BNTouch app is a part of setup process. It takes less than a minute and you have access to your database on the go. When you are not logging in to BNTouch web interface every day, app will still show you all you need to know about status of your account and will allow you to reach out to your clients and partners.
Our app has several awesome features that are going to make your life much easier. Let’s take a look at just a few of them.
- Quick search and review. You can quickly find and call or text your clients and partners. You can make notes in their files and share those notes with all participating parties.
- Daily Notifications. BNTouch app will remind you about actionable events, such as clients’ birthdays, loan anniversaries, document uploads, new leads and others.
- Daily Digest. This tool will help you stay organized. It shows all actionable information on a single screen: today’s and missed tasks, To-Do’s, pending campaigns, birthdays and loan anniversaries.
- Quick Reports. See this month’s/year’s performance and compare to last month’s/year’s numbers on a quick report screen. It is a great motivation tool!
Result: BNTouch app keeps you connected to your database without you actively managing it. It provides you with actionable items and motivation tools that will bring you new business.
3. Receive Daily and Weekly Reports
Reports may sound boring, but you can not measure your success without them! Studying reports is an ongoing task for every successful mortgage professional. While you’re setting up our CRM, make sure to turn on those automatically generated reports that are sent right into your inbox.
- Daily Digest Report shows you items that require your attention for the day
- Processing Status Report shows you detailed information about all loans in processing. You don’t even need to login to your LOS. Our report will provide all necessary information and numbers to know where you are with your pipeline.
- Weekly Marketing Status Report will show you your marketing activity, number of records in your databases, portal logins and other information. This is important statistics to check on weekly to make sure you are on the right track.
Result: BNTouch keeps you organized and up-to-date on files progress and marketing activity.
4. Communicate through Borrower and Partners Portals
BNTouch has unique, one-of-a-kind tool called Borrowers and Partners Portals (aka MortgageCircles). It provides you with the best mortgage communication platform on the market. The best thing, you don’t even have to be logged in into CRM to use it.
Every borrower and partner file in your database automatically has a portal created for them. All you have to do is to invite them to that portal or to have them install a portal app (even better!). To automate that process, simply set up a single marketing campaign that will send invitation once the records enters certain marketing stage (or just gets entered into BNTouch).
Once your borrower or partner have access to a portal or installs an app, they’ll be able to check transaction statuses, read shared file notes and upload documents right into your CRM.
Result: Effective automated two-way communication with all participating parties throughout transaction.
Automate Team Communication
Most top producing mortgage professionals work in teams. Sales and marketing assistants, loan partners, processors and others on your team should stay updated on the progress of each file. Our CRM can sure help with that. During initial setup, you can set status updates emails and automated tasks creation with reminders for any team member. With our calendaring solution integration, they’ll get those tasks pop-up right in their Outlook (or any other calendar they may use).
You can setup as many tasks and updates as your process require. The goal here is to help you streamline and automate your sales and in-processing workflows to allow you close more deals with less repetitive work.
Result: Team members will stay updated on the progress and client and partner follow up will be organized.
Conclusion
As a wise man once said: “Time is Money”, so it is your choice of how much time to invest into CRM setup and management. The chances are, this time investment will be one of the best investment you will ever do for your business.
To produce the most results, CRM should be actively used daily (as any other CRM in any other industry), but be sure that you can get a huge result from BNTouch even if you are not logging into BNTouch web-interface on a regular basis. All you have to do to make it “work” is to initially set it up according to your sales and marketing needs.
With BNTouch CRM you will receive a responsible, never-tired, always-on assistant that will help you run your mortgage business no matter what size it currently is!
Do you have any questions for us? Would you like to give us an example of how you successfully implemented our CRM? Please, make sure to contact us! Please reach us via email info@bntouchmortgage.com or via phone 888-971-1117
Thank you and let’s bntouch!
Best Regards,
BNTouch Team
Key Takeaways
- Streamline Marketing Campaigns
Automation ensures consistent follow-ups and lead nurturing without manual intervention.
- Save Time for Strategic Efforts
Automated tools allow loan officers to focus on high-priority tasks while campaigns run independently.
- Improve Lead Management
Never miss an opportunity with systems designed to keep every lead engaged.
Commonly Asked Questions
- What is the main advantage of automated campaigns?
Automated campaigns consistently engage leads without requiring daily manual effort, ensuring continuous follow-up.
- How do automated tools save time?
They handle repetitive tasks like lead nurturing and email marketing, freeing up time for strategic focus.
- Why is automation important for lead management?
It ensures timely and consistent communication, keeping prospects engaged throughout the sales funnel.
- What kind of tasks are ideal for automation?
Automated tools work best for follow-ups, reminders, lead engagement, and routine communication tasks.