Streamline and Scale Your Mortgage Brokerage with a Powerful CRM

by Tomi Pironti

As your organization continues to grow and expand, managing basic day-to-day processes can become increasingly complex. Fortunately, you can scale and streamline your business model with powerful CRM solutions from top providers.

With the right customer relationship management technology, you can enhance the borrower experience, track the performance of your loan officers, and maximize profitability. 

A robust platform will allow you to:

Automate Marketing Processes


Automated marketing solutions will save you time while also enhancing the effectiveness of your advertising efforts. Unify your entire organization with powerful, and custom-tailored content featuring your brand.

With automated marketing, you can present a cohesive brand image across your organization. Your brokers will be able to connect with leads and past clients at the touch of a button. This will allow each team to focus their energy on more important tasks.

Increase Business Volume

There is no better way to boost the productivity of your individual loan officers than by implementing organized workflows. 

For example, a CRM can perform basic tasks like sending out documents for signature when a specific event occurs. If a new VA loan comes in, you can set up your system to automatically send out relevant documents that will be necessary, saving processors time and ensuring that every detail is accounted for.

A CRM platform should offer premium sales tools, marketing automation, and other solutions that will help you increase business volume. These tools can make it easier to nurture existing client relationships while also building new partnerships with prospective borrowers.

Improve Customer Satisfaction

A lack of communication can have a negative impact on the customer experience. As your organization continues to grow, loan officers must be equipped with tools to keep buyers, processors, and real estate agents in the loop about the status of the loans they’re working on.

A powerful CRM platform makes it much easier to do just that. Your mortgage brokers can enjoy access to a multi-channel messaging system with branded content. They can communicate with other staff members and your valued customers via SMS, email, social media, and using in-app notifications.

For example, when an appraisal comes in, you can send out a custom-branded message automatically to the realtors on both sides of the table, informing them that the loan has moved forward. This can help agents to feel well-informed about where the deal stands.

With the right tools, your borrowers, real estate agents, and loan officers will be in sync from the moment an application is received to the time that the customer receives the coveted “clear to close.”

Develop Cohesive Brand Messaging

If you want to continue building your mortgage enterprise, you have to present cohesive brand messaging. Any content you deliver should convey your company’s core values and mission while also addressing borrowers who are at every stage of the mortgage process.

That is why a top solution should include branding and messaging control tools. These built-in functions allow you to set up compliant and consistent marketing content that aligns with your long-term goals.

Gain Total Control over Your Databases

Multi-location mortgage brokerages generate massive amounts of data. If your marketing and sales database is not properly managed, this abundance of information can cause leads to get lost in the shuffle. Over time, this will cause you to miss out on vital sales while damaging your reputation.

Top-quality software helps you avoid these dangers by giving you total control over your sales and marketing databases. You can assess loan officer performance — including the average time to close a transaction — manage client data and streamline the mortgage process from start to finish.

Schedule Your Free Demo Today

BNTouch’s solution has developed a reputation as one of the most innovative CRM platforms available today. But don’t just take our word for it. The best way to determine whether our technology is right for your mortgage enterprise is to try it for yourself.

At BNTouch, we are confident in the quality and performance of our flagship platform. With that in mind, we provide prospective clients with the opportunity to experience our solution firsthand.

With that in mind, we provide prospective clients with the opportunity to experience our solution firsthand.

Contact us today to learn more or to book your no-obligation demo!


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Tomi Pironti
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