Mortgage Client Tracker – Communication Stats
Summary This article explores the features and benefits of an upgraded tracker for mortgage professionals, which helps streamline the loan process by allowing them to monitor borrower progress…
Mortgage CRM
Tips for Loan Officers to Connect with the Hispanic Market
Summary This article discusses strategies for loan officers to effectively serve and market to the Hispanic community. It emphasizes understanding cultural nuances, offering bilingual services, and building trust…
Mortgage CRM Training Videos: A Review Guide for Loan Officers
Use mortgage CRM training videos to test roles, record context, review points, and exception paths before a workflow is used in daily work.
New Custom Pipeline View
Have you ever wanted to organize your leads or borrowers based on their loan type or credit rating? Now you can, with our new custom pipeline view you…
Millennials Are Buying Homes… For Their Dogs
Summary This article explores how AI tools can revolutionize your competitive intelligence efforts. By automating data collection and analysis, AI provides real-time insights into market trends and competitor…
Mortgage Website Builder for Loan Officers: A Workflow Review
Evaluate mortgage website builders for loan officers through inquiry context, ownership, human review, record correction, and current written scope.
Mortgage Office Collaboration Tools
Summary This article highlights tools that improve collaboration in mortgage offices. Learn how shared platforms, centralized communication, and streamlined workflows can boost efficiency. By the end, you’ll have…
Facebook Ads Integration Tool
Summary BNTouch offers a unique feature that allows you to synchronize your CRM databases with your Facebook Ads Manager. This integration streamlines the process of importing leads from…
How You’ll Buy a House in 2027
Summary This article offers a glimpse into future trends in the mortgage market, focusing on the year 2027. Learn about anticipated changes in technology, buyer behavior, and economic…
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