{"id":7148,"date":"2019-08-13T07:09:11","date_gmt":"2019-08-13T11:09:11","guid":{"rendered":"https:\/\/bntouch.com\/?page_id=7148"},"modified":"2025-02-12T14:31:29","modified_gmt":"2025-02-12T19:31:29","slug":"mortgage-crm","status":"publish","type":"page","link":"https:\/\/bntouch.com\/mortgage-crm\/","title":{"rendered":"Best Mortgage CRM for Mortgage Professionals"},"content":{"rendered":"<p><script type=\"application\/ld+json\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\u00ef\u00bb\u00bf<\/span>\n{\n \"@context\": \"https:\/\/schema.org\/\", \n \"@type\": \"Product\", \n \"name\": \"Mortgage CRM\",\n \"image\": \"https:\/\/bntouch.com\/wp-content\/themes\/bntouch_theme\/images\/logo.svg\",\n \"description\": \"BNTouch helps loan officers and enterprises make more revenue and save time by providing them with a world class mortgage CRM software. The BNTouch Mortgage CRM is exclusive to the loan industry and comes with a wide host of features ranging from automated marketing campaigns to digital 1003 applications.\",\n \"brand\": \"BNTouch\",\n \"offers\": {\n \"@type\": \"Offer\",\n \"url\": \"https:\/\/bntouch.com\/mortgage-crm\",\n \"priceCurrency\": \"USD\",\n \"price\": \"148\",\n \"priceValidUntil\": \"2020-02-01\",\n \"availability\": \"https:\/\/schema.org\/InStock\",\n \"itemCondition\": \"https:\/\/schema.org\/NewCondition\"\n },\n \"aggregateRating\": {\n \"@type\": \"AggregateRating\",\n \"ratingValue\": \"4.8\",\n \"bestRating\": \"5\",\n \"worstRating\": \"1\",\n \"ratingCount\": \"13\"\n }\n}\n<\/script><\/p>\n<div class=\"banner-wrapper banner-wrapper_main parallax-window\">\n<div class=\"banner\">\n<div class=\"banner-text v2__banner-text\">\n<h1 class=\"banner-header v2__banner-header\">The Best Mortgage CRM Software of 2024<\/h1>\n<h2 class=\"banner-subheader v2__banner-subheader\">Automate your marketing, convert more leads, stay top of mind with your borrowers and recruit new partners using one simple Mortgage CRM solution.<\/h2>\n<div class=\"add-module-button add-module-button_glow\"><a href=\"\/request-demo\/\">Live Demo<\/a><\/div>\n<p class=\"v2__slide-text\">Based on 70+ Reviews<\/p>\n<div><img decoding=\"async\" src=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/10\/v2__stars.png\" width=\"230\" height=\"36\" class=\"alignnone\" loading=\"lazy\" alt=\"yellow stars 4\" \/><\/div>\n<div class=\"v2__slide-flex\">\n<div class=\"v2__banner-slider owl-carousel owl-theme owl-loaded\">\n<div class=\"item\"><img decoding=\"async\" src=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/10\/v2__logo2.png\" width=\"106\" height=\"35\" class=\"alignnone\" loading=\"lazy\" alt=\"Google logo 4\" \/><\/div>\n<div class=\"item\"><img decoding=\"async\" src=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/10\/v2__logo1.png\" width=\"145\" height=\"32\" class=\"alignnone\" loading=\"lazy\" alt=\"Capterra logo 4\" \/><\/div>\n<div class=\"item\"><img decoding=\"async\" src=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/10\/v2__logo3.png\" width=\"214\" height=\"24\" class=\"alignnone\" loading=\"lazy\" alt=\"SA logo\" \/><\/div>\n<div class=\"item\"><img decoding=\"async\" src=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/10\/v2__logo4.png\" width=\"122\" height=\"23\" class=\"alignnone\" loading=\"lazy\" alt=\"fb logo \" \/><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"industry-leaders-wrapper v2__industry-leaders-wrapper\">\n<h2 class=\"section-header v2__h2\">700+ Mortgage Offices are Growing with BNTouch Mortgage CRM<\/h2>\n<div class=\"industry-leaders\">\n<div class=\"industry-leaders-slider owl-carousel owl-theme owl-loaded v2__industry-leaders-slider\">\n<div class=\"item\"><img decoding=\"async\" src=\"\/wp-content\/themes\/bntouch_theme\/images\/summit-funding.png\" loading=\"lazy\" alt=\"Summit Funding\" \/><\/div>\n<div class=\"item\"><img decoding=\"async\" src=\"\/wp-content\/themes\/bntouch_theme\/images\/altera.png\" loading=\"lazy\" alt=\"Altera\" \/><\/div>\n<div class=\"item\"><img decoding=\"async\" src=\"\/wp-content\/themes\/bntouch_theme\/images\/first_home.png\" loading=\"lazy\" alt=\"First Home\" \/><\/div>\n<div class=\"item\"><img decoding=\"async\" src=\"\/wp-content\/themes\/bntouch_theme\/images\/homestead.png\" loading=\"lazy\" alt=\"Homestead\" \/><\/div>\n<div class=\"item\"><img decoding=\"async\" src=\"\/wp-content\/themes\/bntouch_theme\/images\/city-first.png\" loading=\"lazy\" alt=\"City First\" \/><\/div>\n<div class=\"item\"><img decoding=\"async\" src=\"\/wp-content\/themes\/bntouch_theme\/images\/southeast.png\" loading=\"lazy\" alt=\"Southeast\" \/><\/div>\n<div class=\"item\"><img decoding=\"async\" src=\"\/wp-content\/themes\/bntouch_theme\/images\/smc-clear-bkgrd.png\" loading=\"lazy\" alt=\"Summit Mortgage Corporation\" \/><\/div>\n<div class=\"item\"><img decoding=\"async\" src=\"\/wp-content\/themes\/bntouch_theme\/images\/fairway.png\" loading=\"lazy\" alt=\"Fairway Independent MC\" \/><\/div>\n<div class=\"item\"><img decoding=\"async\" src=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/10\/Total-Quality-Lending-Logo-1.jpg\" loading=\"lazy\" alt=\"Total Quality Lending\" \/><\/div>\n<div class=\"item\"><img decoding=\"async\" src=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/10\/Top-Flite-Logo.jpg\" loading=\"lazy\" alt=\"Top Flite\" \/><\/div>\n<div class=\"item\"><img decoding=\"async\" src=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/10\/Mortgage-Financial-Logo.jpg\" loading=\"lazy\" alt=\"Mortgage Financial\" \/><\/div>\n<div class=\"item\"><img decoding=\"async\" src=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/10\/Interstate-Home-Loan-Logo.jpg\" loading=\"lazy\" alt=\"Interstate Home Loan\" \/><\/div>\n<div class=\"item\"><img decoding=\"async\" src=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/10\/Breeze-Funding-Logo.jpg\" loading=\"lazy\" alt=\"Breeze Funding\" \/><\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"blog-post__content\">\n<div class=\"blog-post__main\">\n<div class=\"blog-post__text\">\n<h1><strong>The Best Mortgage CRM Software for Loan Officers with Pricing and Demos<\/strong><\/h1>\n<h1><img decoding=\"async\" src=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/02\/7Sins-1.png\" loading=\"lazy\" alt=\"Mortgage Marketing\" width=\"1000\" height=\"360\" class=\"wp-image-6516 size-full aligncenter\" srcset=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/02\/7Sins-1.png 1000w, https:\/\/bntouch.com\/wp-content\/uploads\/2019\/02\/7Sins-1-300x108.png 300w, https:\/\/bntouch.com\/wp-content\/uploads\/2019\/02\/7Sins-1-768x276.png 768w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/h1>\n<p><span style=\"font-weight: 400;\">Although BNTouch is considered the <\/span><span style=\"font-weight: 400;\">best mortgage crm system<\/span><span style=\"font-weight: 400;\"> by <\/span><a href=\"https:\/\/bntouch.com\/testimonials\/\"><span style=\"font-weight: 400;\">mortgage lenders across the country<\/span><\/a><span style=\"font-weight: 400;\">, we understand that you might still be wanting more information when it comes to picking the right CRM for you. With dozens of <\/span><span style=\"font-weight: 400;\">mortgage crm system<\/span><span style=\"font-weight: 400;\">s on the market, picking the best one can be a complicated choice. This guide will give you all the info you need to make the right choice. The bottom line is that all of those tools and features benefit you in 2 ways:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">It helps you grow your pipeline.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">It helps you close loans as fast as possible.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">This means more money in your pocket,\u00a0 more time to spend with your family, and for the aggressive loan officers out there, more time to make money. Seems simple enough, right? Well, consider the fact that 90% of your time as a loan officer is spent growing your pipeline or closing loans. Mortgage marketing software transforms you from a regular loan officer into a super loan officer by helping you in a few ways.<\/span><\/p>\n<p> <\/p>\n<h1><img decoding=\"async\" src=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/02\/Lean5.png\" loading=\"lazy\" alt=\"Mortgage CRM Automation\" width=\"1000\" height=\"360\" class=\"aligncenter wp-image-6538 size-full\" srcset=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/02\/Lean5.png 1000w, https:\/\/bntouch.com\/wp-content\/uploads\/2019\/02\/Lean5-300x108.png 300w, https:\/\/bntouch.com\/wp-content\/uploads\/2019\/02\/Lean5-768x276.png 768w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/h1>\n<p><span style=\"font-weight: 400;\">To start, <\/span><span style=\"font-weight: 400;\">mortgage marketing software<\/span><span style=\"font-weight: 400;\"> automates most of your time-consuming marketing tasks such as follow-ups with partners, realtors, closed clients, clients in the pipeline, leads, and prospects. This saves you a massive amount of time by automating what would otherwise be a few hours of weekly emailing. Next, it grows your pipeline by making sure you\u2019re always sending the perfect emails at the perfect time.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The top Mortgage CRM software reduces communication overhead by centralizing information between mortgage professionals including mortgage brokers, loan officers, managers, processors, realtors, and borrowers. This saves you even more time by keeping everyone on the same page and avoiding even more hours of weekly emailing and phone call follow-ups.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Lastly, this software makes it easier for your borrowers to sign\/upload paperwork online. This will help grow your pipeline by improving your borrower\u2019s user experience \u2013 one of the few ways to set yourself apart from other lenders. Additionally, your borrowers will be turning over signed paperwork and documents faster than ever, leading to faster loans.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As a final bonus, the BNTouch <\/span><span style=\"font-weight: 400;\">mortgage lead management software<\/span><span style=\"font-weight: 400;\"> includes over 180 pre-loaded marketing campaigns to help you with lead generation, lead management and to close more loans in just a few clicks.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With the right Mortgage CRM system, you will find yourself closing more loans than anyone else, faster than anyone else, with only half the effort, and little to no headaches for you and your clients.<\/span><\/p>\n<p> <\/p>\n<h2 style=\"font-weight: 400;\"><strong>What is Mortgage CRM Software?<\/strong><\/h2>\n<h1><img decoding=\"async\" src=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/02\/Lean1.png\" loading=\"lazy\" alt=\"the new mortgage landscape\" width=\"1000\" height=\"360\" class=\"aligncenter wp-image-6534 size-full\" srcset=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/02\/Lean1.png 1000w, https:\/\/bntouch.com\/wp-content\/uploads\/2019\/02\/Lean1-300x108.png 300w, https:\/\/bntouch.com\/wp-content\/uploads\/2019\/02\/Lean1-768x276.png 768w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/h1>\n<p><span style=\"font-weight: 400;\">By now, most people know that CRM software is a customer relationship management software. The most important question that you should be asking is what kind of customer does this software help manage a relationship with?<\/span><\/p>\n<p><span style=\"font-weight: 400;\"> Mortgage borrowers are very different from other types of customers. For most, getting a mortgage is the biggest financial decision they\u2019ll ever make, and as a loan officer you know that it takes a great amount of trust, expertise, and knowledge to build a relationship with a potential borrower. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">That means that using a generic CRM for a very unique customer does not cut it. Instead, you need industry-specific customer relationship management software. A <\/span><span style=\"font-weight: 400;\">loan officer crm<\/span><span style=\"font-weight: 400;\"> is exactly that: a CRM designed specifically to handle, nurture, and convert mortgage loan borrowers.<\/span><\/p>\n<h2>Examples<\/h2>\n<h1><img decoding=\"async\" src=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/01\/Stack3.png\" loading=\"lazy\" alt=\"Mortgage CRM Software\" width=\"1000\" height=\"360\" class=\"aligncenter wp-image-6363 size-full\" srcset=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/01\/Stack3.png 1000w, https:\/\/bntouch.com\/wp-content\/uploads\/2019\/01\/Stack3-300x108.png 300w, https:\/\/bntouch.com\/wp-content\/uploads\/2019\/01\/Stack3-768x276.png 768w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/h1>\n<p><span style=\"font-weight: 400;\">Here is an example of just how big the difference is between a generic CRM and <\/span><span style=\"font-weight: 400;\">mortgage lead management software<\/span><span style=\"font-weight: 400;\">: <\/span><span style=\"font-weight: 400;\">Mortgage CRM systems will<\/span><span style=\"font-weight: 400;\"> give your clients the ability to fill out and e-sign their 1003 documentation online whereas a generic CRM might not. And if you\u2019ve been in the game long enough then you know how important it is to get paperwork signed in a timely manner. The only thing that\u2019s more difficult than getting documents signed, is getting them turned in. To take it a step further, <\/span><span style=\"font-weight: 400;\">Mortgage CRM systems<\/span><span style=\"font-weight: 400;\"> will give your clients the ability to upload all their documents online whereas a generic one might not.<\/span><\/p>\n<h4><span style=\"font-weight: 400;\">Summary<\/span><\/h4>\n<p><span style=\"font-weight: 400;\">To summarize, let\u2019s cover what we have discussed so far:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">A <\/span><span style=\"font-weight: 400;\">crm for mortgage lenders<\/span><span style=\"font-weight: 400;\"> is software that helps you increase your pipeline and close loans quickly using many tools.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">For the mortgage industry, you need a <span>crm for mortgage lenders<\/span><span> and not a generic CRM.<\/span><\/li>\n<\/ol>\n<p> <\/p>\n<h2><strong>Why Use a Mortgage CRM in the first place?<\/strong><\/h2>\n<h1><img decoding=\"async\" src=\"https:\/\/bntouch.com\/wp-content\/uploads\/2018\/11\/Remote2.png\" loading=\"lazy\" alt=\"loan officer engage the new workforce\" width=\"800\" height=\"200\" class=\"aligncenter wp-image-6190 size-full\" srcset=\"https:\/\/bntouch.com\/wp-content\/uploads\/2018\/11\/Remote2.png 800w, https:\/\/bntouch.com\/wp-content\/uploads\/2018\/11\/Remote2-300x75.png 300w, https:\/\/bntouch.com\/wp-content\/uploads\/2018\/11\/Remote2-768x192.png 768w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/h1>\n<p><span style=\"font-weight: 400;\">What sets your mortgage company apart from others? Most lenders hate to admit it, but mortgages are a commodity with little variation between competitors. Sure, your interest rates might be a quarter-point lower than the bank down the street.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That\u2019s not what makes you unique. Is it the wide variety of programs you offer? Not really, because chances are, there\u2019s a competitor that can offer that same program your borrower needs.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">What sets you apart are the relationships you build with your customers and partners.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">From the moment a borrower or realtor gives you a call, they\u2019re asking two questions:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Do they like you?<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Do they trust you?<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">Their buying\/referral decision is almost entirely based on those two questions. If they don\u2019t like you, they\u2019ll find every competitor within 50 miles with just a few taps on their phone. Because of this,The stakes are higher than ever.CRMs improve your relationships with clients and referral partners by making the mortgage process dramatically easier.<\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/02\/Lean4.png\" loading=\"lazy\" alt=\"Crush Mortgage Conversions\" width=\"1000\" height=\"360\" class=\"aligncenter wp-image-6537 size-full\" srcset=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/02\/Lean4.png 1000w, https:\/\/bntouch.com\/wp-content\/uploads\/2019\/02\/Lean4-300x108.png 300w, https:\/\/bntouch.com\/wp-content\/uploads\/2019\/02\/Lean4-768x276.png 768w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Because your borrowers will be amazed with how pleasant the experience is, your realtors in return will love sending business your way. Not only is the experience you provide what sets you apart from the competition, but it is also what will open the floodgates for referrals.<\/span><\/p>\n<p style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">To put it into context, a mortgage loan officer without a CRM is like a marathon runner with weights anchored to their feet. To reiterate what we said in the opening paragraph.\u00a0 With the right <\/span><span style=\"font-weight: 400;\">mortgage lead management software<\/span><span style=\"font-weight: 400;\">, you will find yourself closing more loans than anyone else, faster than anyone else, with only half the effort, and little to no headaches for you and your clients.<\/span><\/p>\n<h2><strong>Features of Mortgage CRM Software<\/strong><\/h2>\n<p style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Most <\/span><span style=\"font-weight: 400;\">mortgage broker CRMs<\/span><span style=\"font-weight: 400;\"> as well as generic CRMs have one feature in common. They centralize your contact databases so that teams can better manage pipelines. This feature helps keep track of leads, prospects, and active customers to make sure that nobody falls through the cracks. However, if you\u2019re working with CRM software specific to the mortgage industry, you\u2019ll benefit from additional features which include:<\/span><\/p>\n<h4><b>Loan Partner Drip Marketing<\/b><\/h4>\n<h2><span style=\"font-weight: 400;\"><img decoding=\"async\" src=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/03\/Attract-Email-1024x519.png\" loading=\"lazy\" alt=\"Mortgage Leads\" width=\"1024\" height=\"519\" class=\"aligncenter wp-image-6597 size-large\" srcset=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/03\/Attract-Email-1024x519.png 1024w, https:\/\/bntouch.com\/wp-content\/uploads\/2019\/03\/Attract-Email-300x152.png 300w, https:\/\/bntouch.com\/wp-content\/uploads\/2019\/03\/Attract-Email-768x389.png 768w, https:\/\/bntouch.com\/wp-content\/uploads\/2019\/03\/Attract-Email.png 1360w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">The most competitive area of mortgage marketing is the referral space. For most loan officers, getting referrals is the best way to generate business. While you have your core base of referral and marketing partners, there are even more opportunities on the fringes. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">These opportunities are real estate agents you\u2019ve worked with, and borrowers you helped with purchase loans and refinances. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">The saying goes, out of sight, out of mind. Mortgage Drip Marketing keeps you in the mind of your potential partners by automating email sequences. By having automated email sequences always going out, you experience three benefits:<\/span><\/p>\n<ol><\/ol>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">It\u2019s automated so you don\u2019t spend your precious time following up or sending emails. This means you have more time to focus on what matters most: prospecting new leads and closing existing loans.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">It\u2019s automated so you don\u2019t forget about it or let partners fall through the cracks.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Your referral partners never forget about you because you\u2019re frequently touching up with them.<\/span><\/li>\n<\/ol>\n<p style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">For example, say you closed a loan for a borrower, and six months later, they\u2019re celebrating a birthday dinner with friends. One of their friends mentions that they\u2019re interested in buying a house. If your <\/span><span style=\"font-weight: 400;\">mortgage lead management software<\/span><span style=\"font-weight: 400;\"> sent them an automated happy birthday message earlier that morning, they\u2019re 100% going to remember you and be that much more likely to refer you business. On the other hand, if you haven\u2019t talked to them in 6 months, you\u2019re out of sight and out of their minds.<\/span><\/p>\n<h4><b>Loan Pipeline Management:<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">Mortgage lead management software<\/span><span style=\"font-weight: 400;\"> integrates with your Loan Origination Software, known as (LOS). If you\u2019re working with Calyx, Encompass, Pulse, or Mortgage Quest, then it is absolutely necessary to have a CRM that\u2019s capable of integrating, which eliminates the generic software.\u00a0 The major LOS platforms provide customers with some convenience options such as reports, document uploads, and e-signatures.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">However, because the LOS were not necessarily designed for customers, and were instead designed for loan originators, processors, and underwriters, the interfaces are often too stressful for most customers to figure out. A good <\/span><span style=\"font-weight: 400;\">mortgage loan crm<\/span><span style=\"font-weight: 400;\"> serves as the bridge between the LOS and your customer, giving them an easy way to access loan reports, upload documents and sign paperwork.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To give you context on why this matters, take this webpage that you\u2019re viewing. You\u2019re able to access this page and read the text because your web browser renders the code into something that\u2019s user-friendly. However, if you right-click anywhere on the page and click inspect, you\u2019ll see the LOS, or not-so user-friendly version of this page.<\/span><\/p>\n<p><b>Compliance Guidance<\/b><\/p>\n<p style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">We joke that the Mortgage Industry isn\u2019t what it used to be yesterday because of how rapidly regulations change. On top of keeping track of federal law, you\u2019re responsible for staying on top of the different branches, like the VA, FHA, and HUD departments. This mortgage\u00c2\u00a0 software will be able to integrate with your LOS to update you on the latest mortgage events and developments.<\/span><\/p>\n<h2><b>Mortgage-based Marketing Material<\/b><\/h2>\n<h1><img decoding=\"async\" src=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/01\/Stack5.png\" loading=\"lazy\" alt=\"Mortgage Lead Generation Software\" width=\"1000\" height=\"360\" class=\"aligncenter wp-image-6365 size-full\" srcset=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/01\/Stack5.png 1000w, https:\/\/bntouch.com\/wp-content\/uploads\/2019\/01\/Stack5-300x108.png 300w, https:\/\/bntouch.com\/wp-content\/uploads\/2019\/01\/Stack5-768x276.png 768w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/h1>\n<p style=\"font-weight: 400;\">Another major feature that sets a Mortgage CRM apart from generic CRM software is that you’ll gain access to valuable marketing materials. For example, you can explain the final approval process to your clients and bore them to death, or you can send them a quick little video like this beforehand.<\/p>\n<p style=\"font-weight: 400;\">Besides cute little videos, a Mortgage CRM comes with a plethora of email templates that can be used for prospecting leads, nurturing them, and distributing vital information. BNTouch goes a step further by offering an entire library of videos that can be used for online marketing purposes whether through personal touches, reminders, or advertisements. Having access to these marketing materials made specifically for the mortgage industry is important because you’re using something that already works.<\/p>\n<p><span style=\"font-weight: 400;\"><img decoding=\"async\" src=\"https:\/\/bntouch.com\/wp-content\/uploads\/2018\/12\/Schedule2.png\" loading=\"lazy\" alt=\"Loan Officer Task Deligation\" width=\"1000\" height=\"360\" class=\"aligncenter wp-image-6262 size-full\" srcset=\"https:\/\/bntouch.com\/wp-content\/uploads\/2018\/12\/Schedule2.png 1000w, https:\/\/bntouch.com\/wp-content\/uploads\/2018\/12\/Schedule2-300x108.png 300w, https:\/\/bntouch.com\/wp-content\/uploads\/2018\/12\/Schedule2-768x276.png 768w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/span><\/p>\n<p><span style=\"font-weight: 400;\">Most loan officers spend years testing out new marketing strategies, and advertising materials. Having CRM software that\u2019s pre-loaded with mortgage marketing material completely removes years of testing and replaces it with marketing that already works. When you pick up your <\/span><span style=\"font-weight: 400;\">mortgage lead management software<\/span><span style=\"font-weight: 400;\">, you\u2019ll be ready to start effective marketing campaigns via multiple channels such as email, direct mail, and social media. And because the people developing your Mortgage CRM software are experts, you can feel safe knowing that the marketing materials are more likely to meet compliance guidelines.<\/span><\/p>\n<p style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Mortgage marketing material is exclusive to <\/span><span style=\"font-weight: 400;\">mortgage crm software<\/span><span style=\"font-weight: 400;\">, meaning you\u2019re missing out on powerful mortgage ideas and marketing assets if you get stuck with a generic CRM.<\/span><\/p>\n<h2><strong>How to Evaluate a CRM<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">We evaluate a <\/span><span style=\"font-weight: 400;\">loan officer crm<\/span><span style=\"font-weight: 400;\"> based on its ability to accomplish the two goals we mentioned above:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The CRM dramatically speeds up loan closing times.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The CRM grows your pipeline.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The points we\u2019re talking about below are in no particular order; all of them are important.<\/span><\/p>\n<h3><b>Scalability<\/b><\/h3>\n<h1><img decoding=\"async\" src=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/02\/7Sins-3.png\" loading=\"lazy\" alt=\"Scale Mortgage Business\" width=\"1000\" height=\"360\" class=\"wp-image-6518 size-full aligncenter\" srcset=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/02\/7Sins-3.png 1000w, https:\/\/bntouch.com\/wp-content\/uploads\/2019\/02\/7Sins-3-300x108.png 300w, https:\/\/bntouch.com\/wp-content\/uploads\/2019\/02\/7Sins-3-768x276.png 768w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/h1>\n<p><span style=\"font-weight: 400;\">The ability to scale software goes in both directions: scaling up and scaling down. It\u2019s more important than you would imagine. On one hand, CRM software may not have a price point that can be scaled down to small businesses. On the other, it may not have enough features that can be scaled up for a large business.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This mortgage CRM recognizes that there are lenders as big as Quicken Loans and as small as a local mortgage lender. The other reason that scaling is so important is that businesses are not static. They are either constantly growing or shrinking. If you ever outgrow your CRM or need to scale down, then switching is the last thing you want to do. Because all CRMs tend to have a steep learning curve, switching between them can be catastrophic.<\/span><\/p>\n<p style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">A switch in software requires all staff to be re-trained which directly takes away from productivity. For this reason, it\u2019s good to go with a CRM that lasts a lifetime. When picking your <\/span><span style=\"font-weight: 400;\">mortgage database software<\/span><span style=\"font-weight: 400;\">, pick one that scales with your business.<\/span><\/p>\n<h3><b>Communication Features<\/b><\/h3>\n<h1><img decoding=\"async\" src=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/02\/E-Sign-Official.png\" loading=\"lazy\" alt=\"Esign mortgage\" width=\"1020\" height=\"518\" class=\"aligncenter wp-image-6508 size-full\" srcset=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/02\/E-Sign-Official.png 1020w, https:\/\/bntouch.com\/wp-content\/uploads\/2019\/02\/E-Sign-Official-300x152.png 300w, https:\/\/bntouch.com\/wp-content\/uploads\/2019\/02\/E-Sign-Official-768x390.png 768w\" sizes=\"auto, (max-width: 1020px) 100vw, 1020px\" \/><\/h1>\n<p><span style=\"font-weight: 400;\">Cutting down on communication overhead is one of the important areas to consider when evaluating a Mortgage CRM. Have you ever thought about how much time is spent emailing your prospects, leads, processors, underwriters, and closing attorneys the same generic messages over and over? If you were to do a time audit, you would find that almost a third of your day is spent emailing. Imagine if you had 33% more time to prospect leads and close loans.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The mortgage CRM drastically reduces communication overhead. By centralizing and distributing information with ease, a CRM directly helps close loans faster. Managers are just 1 click away from knowing what\u2019s going on with every loan officer\u2019s pipeline. Borrowers are just 1 click away from uploading their docs or e-signing paperwork. Processors are just 1 click away from accessing those uploaded docs.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Improving communication reduces lag time with loan processing, leading to a faster closing. Loan officers are already busy enough being in one of the few professions where the individual has to be a product expert, a salesperson and their own marketing manager. While loan officers should be responsible for their own pipelines, the smart lender recognizes that they need to do whatever they can to help. A mortgage-specific Customer Relationship Management software is the solution that every lender needs.<\/span><\/p>\n<h5><b>Build Relationships with Realtors and Borrowers Through Automated Marketing<\/b><\/h5>\n<p style=\"font-weight: 400;\"><img decoding=\"async\" src=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/05\/Targeted-Banner.png\" loading=\"lazy\" alt=\"Targeted Lists For Mortgage Marketing\" width=\"1000\" height=\"675\" class=\"aligncenter wp-image-6830 size-full\" srcset=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/05\/Targeted-Banner.png 1000w, https:\/\/bntouch.com\/wp-content\/uploads\/2019\/05\/Targeted-Banner-300x203.png 300w, https:\/\/bntouch.com\/wp-content\/uploads\/2019\/05\/Targeted-Banner-768x518.png 768w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">CRM software automates many customer-related emails. They automate anniversary celebrations to real estate agents and borrowers. For example, imagine a real estate agent getting a message saying it\u2019s been a year since we\u2019ve closed John\u2019s loan! Happy anniversary, thanks for being an awesome agent throughout the whole process!\u00a0 With messages like that, your loan officers will never be out of sight or out of mind.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The Mortgage CRM lets you take things even further! You can automate the anniversary message directly to your borrowers, wish them a happy birthday, or even wish your realtors a happy birthday. The point being, there\u2019s a lot you can do with a powerful Mortgage CRM. All these personal touches are what cultivate loyal and everlasting relationships.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">By automating this step, not only do you free your loan officers up to go build even more relationships, but it eliminates the possibility of forgetting to follow up. Whether it\u2019s following up with a borrower on missing paperwork, or sending them a happy birthday message, automating email tasks is a huge time saver.<\/span><\/p>\n<h3><b>User-Experience<\/b><\/h3>\n<h1><img decoding=\"async\" src=\"https:\/\/bntouch.com\/wp-content\/uploads\/2018\/11\/Digital1.png\" loading=\"lazy\" alt=\"Digital 1003 Application\" width=\"800\" height=\"200\" class=\"aligncenter wp-image-6145 size-full\" srcset=\"https:\/\/bntouch.com\/wp-content\/uploads\/2018\/11\/Digital1.png 800w, https:\/\/bntouch.com\/wp-content\/uploads\/2018\/11\/Digital1-300x75.png 300w, https:\/\/bntouch.com\/wp-content\/uploads\/2018\/11\/Digital1-768x192.png 768w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/h1>\n<p style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">User experience is at the core of a successful business. All your competitors are 1 Google search away from getting in touch with your borrower. What will set you apart from other lenders is the experience you provide your borrowers. Most borrowers go into the mortgage process expecting stress, headaches, and mountains of paperwork. The <\/span><span style=\"font-weight: 400;\">best mortgage crm system<\/span><span style=\"font-weight: 400;\"> won\u2019t necessarily make getting a mortgage fun, but it eliminates most of the headaches. Most LOS systems provide customers with the ability to upload and e-sign documents online. However, the user experience is so horrible that borrowers opt-out of using these perks. In order to close loans as fast as possible, your borrowers need to be signing and turning paperwork in at lightning speeds. The best mortgage CRM gives your borrowers the ability to upload their documents without stress, confusion, or hassle. This results in extremely fast turnaround times from your borrowers and thus speeds up the loan process for you.<\/span><\/p>\n<h3><b>LOS Integration<\/b><\/h3>\n<p style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Lastly, the best CRM will integrate with the major LOS providers: Calyx, Pulse, Mortgage Quest, and Encompass. Generic CRMs are not compatible with the top 4 LOS providers. Generic CRM Software like Hubspot and Salesforce are excellent for most industries, but not for the mortgage industry. The lack of integration defeats the whole purpose of the CRM. Compared to a <\/span><span style=\"font-weight: 400;\">mortgage lead crm<\/span><span style=\"font-weight: 400;\">, a generic CRM decentralizes information, increases communication, and complicates operations. When picking a CRM, make sure that it is mortgage specific and compatible with your LOS.<\/span><\/p>\n<h2><strong>Ready to Close Mortgage Loans Faster Than Ever?<\/strong><\/h2>\n<h1><img decoding=\"async\" src=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/02\/Lean3.png\" loading=\"lazy\" alt=\"Low Mortgage Business Overhead\" width=\"1000\" height=\"360\" class=\"aligncenter wp-image-6536 size-full\" srcset=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/02\/Lean3.png 1000w, https:\/\/bntouch.com\/wp-content\/uploads\/2019\/02\/Lean3-300x108.png 300w, https:\/\/bntouch.com\/wp-content\/uploads\/2019\/02\/Lean3-768x276.png 768w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/h1>\n<p style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Want to start closing mortgage loans faster than ever? BNTouch\u2019s <\/span><span style=\"font-weight: 400;\">mortgage broker crm software<\/span><span style=\"font-weight: 400;\"> is the most comprehensive CRM available. It is a CRM capable of scaling down to a single loan officer or scaling up to enterprise mortgage lenders. Additionally, it\u2019s been voted the <\/span><span style=\"font-weight: 400;\">best mortgage crm system<\/span><span style=\"font-weight: 400;\"> in almost every field. Some of the features you\u2019ll get access to are:<\/span><\/p>\n<h5><b>For Individuals:<\/b><\/h5>\n<p><iframe loading=\"lazy\" width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/bqoNAPurGuM?si=ZQUa_0_aUSrEIhyb\" title=\"YouTube video player\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p style=\"font-weight: 400;\">For an extremely affordable price of $165\/mo, the individual package of the <a href=\"https:\/\/bntouch.com\/individual-mortgage-crm\/\">BNTouch Mortgage CRM<\/a> will have you closing deals like never before.<\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Full suite of 180+ <\/span><a href=\"https:\/\/bntouch.com\/mortgage-blog\/mortgage-marketing-content\/\"><span style=\"font-weight: 400;\">mortgage marketing campaigns<\/span><\/a><span style=\"font-weight: 400;\"> to help you grow your pipeline:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Post-closing follow-ups.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Email marketing.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Video Marketing.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">New Lead Marketing.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Prospect Marketing.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Partner Marketing.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Long-term Campaigns.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Co-Branded Campaigns<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Recruiting Campaigns.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Drip Marketing Campaigns<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Holiday \/ Event Campaigns.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul><\/ul>\n<ul>\n<li style=\"font-weight: 400;\"><strong>Borrower friendly Digital Loan Platform:<\/strong>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Online 1003.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Digital document uploading\/management.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">SMS Loan Status Updates.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Mobile Application Push Notifications.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Unique borrower\/partner access portals.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\"><strong>Event Notifications:<\/strong>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Never miss a refi opportunity again.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Daily app reminders on actionable, profitable opportunities.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h5><b>For the Teams<\/b><\/h5>\n<h1><img decoding=\"async\" src=\"https:\/\/bntouch.com\/wp-content\/uploads\/2018\/11\/Digital3.png\" loading=\"lazy\" alt=\"Powerful Mortgage CRM\" width=\"800\" height=\"200\" class=\"wp-image-6147 size-full aligncenter\" srcset=\"https:\/\/bntouch.com\/wp-content\/uploads\/2018\/11\/Digital3.png 800w, https:\/\/bntouch.com\/wp-content\/uploads\/2018\/11\/Digital3-300x75.png 300w, https:\/\/bntouch.com\/wp-content\/uploads\/2018\/11\/Digital3-768x192.png 768w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/h1>\n<p><span style=\"font-weight: 400;\">The <\/span><a href=\"https:\/\/bntouch.com\/team-mortgage-crm\/\"><span style=\"font-weight: 400;\">BNTouch Mortgage CRM Team Package<\/span><\/a><span style=\"font-weight: 400;\"> comes with everything in the individual package and more. In addition, you get:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Simplified communication for LOs, Processors, Real Estate Agents, and Assistants:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Share notes.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Keep everyone up to speed in real-time.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Status reports\/progress reports.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Connect with your leads, borrowers,\u00a0 real estate agents, and other partners with advanced communication features:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Email.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">SMS.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">MMS.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Social.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Push Notifications.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Marketing Campaigns.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Distribute Leads and Gather Data:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Receive and automatically distribute new leads.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Track & analyze team members\u2019 performance.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Integrates with most lead providers & proprietary systems.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h5><b>For Enterprise<\/b><\/h5>\n<p><span style=\"font-weight: 400;\">The <\/span><a href=\"https:\/\/bntouch.com\/enterprise-mortgage-crm\/\"><span style=\"font-weight: 400;\">BNTouch Mortgage CRM Enterprise Package<\/span><\/a><span style=\"font-weight: 400;\"> comes with everything in the individual package, team package, and includes even more. The BNTouch Mortgage enterprise CRM will help you increase business volume through modern sales tools, marketing automation and analytics. Imagine how much more business your loan officers would bring in if every one of them had a powerful CRM backing them.<\/span><\/p>\n<h5><strong>Through the enterprise package, you\u2019ll have these additional abilities<\/strong><\/h5>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Control your brand image across all team members and marketing channels.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Easily ensure compliance with all marketing materials.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Leverage sales\/marketing analytics company-wide to increase volume and closing rates.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">On-board new teams\/branches with ease.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Recruit new members with ease.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Segment and analyze advanced data reports.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Ready to get started? <\/span><a href=\"https:\/\/bntouch.com\/request-demo\/\"><span style=\"font-weight: 400;\">Request a demo<\/span><\/a><span style=\"font-weight: 400;\">!<\/span><\/p>\n<h2><strong>Wrapping Up the Mortgage CRM Software Review Guide<\/strong><\/h2>\n<h1><img decoding=\"async\" src=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/02\/7Sins-2.png\" loading=\"lazy\" alt=\"New Mortgage Technology\" width=\"1000\" height=\"360\" class=\"aligncenter wp-image-6517 size-full\" srcset=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/02\/7Sins-2.png 1000w, https:\/\/bntouch.com\/wp-content\/uploads\/2019\/02\/7Sins-2-300x108.png 300w, https:\/\/bntouch.com\/wp-content\/uploads\/2019\/02\/7Sins-2-768x276.png 768w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/h1>\n<p style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">To summarize everything this Mortgage CRM review guide has covered: The <\/span><span style=\"font-weight: 400;\">best mortgage crm <\/span><span style=\"font-weight: 400;\">will give you the ability to close more loans than anyone else, faster than anyone else, with half the effort and little to no headaches. In addition to making loan officers way more effective in their careers, its important to use the <\/span><span style=\"font-weight: 400;\">best mortgage crm system <\/span><span style=\"font-weight: 400;\">because borrowers are more finicky than ever. Technology gives them access to all your competitors within a few taps of their phones. And the entire time they\u00e2\u20ac\u2122re with you, they\u00e2\u20ac\u2122re deciding if they like you and if they trust you. A Mortgage CRM helps you establish that trust and affinity by simplifying the mortgage process and providing borrowers with a positive lending experience. Lastly, when looking for a Mortgage CRM remember to always consider these key things:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Use a Mortgage CRM thats pre-built with effective marketing materials.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Go with a Mortgage CRM that can scale down to an individual or up to an enterprise without losing quality.<\/span><\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Make sure the Mortgage CRM can integrate with your LOS.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Generate important marketing data & analytics.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Lastly, use a Mortgage CRM that will simplify communication between your partners, realtors, borrowers, processors, and assistants.<\/span><\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">We hope this guide has helped you with your decision-making process.<\/span><\/li>\n<\/ul>\n<h2><strong>What other Mortgage software do lenders use?<\/strong><\/h2>\n<p style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The other software that mortgage lenders use is known as Loan Origination Systems or LOS for short. Note that this software is completely different from a CRM. These systems contain all the data, formulas, and lending programs that a lender has access to. In addition, the LOS Software serves as the bridge between lenders and the different federal\/local loan departments such as FHA, VA, Fannie Mae, Freddie Mac, and HUD. In short, an LOS is a foundation on which lenders build their operations on.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\"><strong>The 4 Most Common Loan Origination Systems<\/strong> <\/span><\/h2>\n<p><span style=\"font-weight: 400;\"><img decoding=\"async\" src=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/01\/Stack2.png\" loading=\"lazy\" alt=\"Loan Origination Software\" width=\"1000\" height=\"360\" class=\"aligncenter wp-image-6362 size-full\" srcset=\"https:\/\/bntouch.com\/wp-content\/uploads\/2019\/01\/Stack2.png 1000w, https:\/\/bntouch.com\/wp-content\/uploads\/2019\/01\/Stack2-300x108.png 300w, https:\/\/bntouch.com\/wp-content\/uploads\/2019\/01\/Stack2-768x276.png 768w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/span><\/p>\n<h3><b>Calyx<\/b><\/h3>\n<h3><b>Pulse<\/b><\/h3>\n<h3><b>Mortgage Quest<\/b><\/h3>\n<h3><b>Encompass<\/b><\/h3>\n<h2><strong>Our Mortgage CRM Software in the News<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">The BNTouch Mortgage CRM has been featured in a wide variety of news outlets, mortgage resources, and marketing resources. Some of the sites you’ll find us on are:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Theclose.com<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">mortgagecircles.com<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Whiteboardcrm.com<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">TMC.net<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Tgdaily.com<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Outboundengine.com<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Crunchbase.com<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Thehouseshop.com<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Housewire.com<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Leadpops.com<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Homebusinessmag.com<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">EllieMae.com<\/span><\/li>\n<\/ul>\n<h1><img decoding=\"async\" src=\"https:\/\/bntouch.com\/wp-content\/uploads\/2018\/11\/Remote-Banner.png\" loading=\"lazy\" alt=\"Mortgages For Remote Workforce\" width=\"1000\" height=\"675\" class=\"aligncenter wp-image-6191 size-full\" srcset=\"https:\/\/bntouch.com\/wp-content\/uploads\/2018\/11\/Remote-Banner.png 1000w, https:\/\/bntouch.com\/wp-content\/uploads\/2018\/11\/Remote-Banner-300x203.png 300w, https:\/\/bntouch.com\/wp-content\/uploads\/2018\/11\/Remote-Banner-768x518.png 768w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/h1>\n<\/div>\n<\/div>\n<div class=\"request-demo-form__wrapper\">\n<div class=\"request-demo-form__wrapper-sticky\">\n<div class=\"request-demo-form__heading\">Request a Demo<\/div>\n<div class=\"request-demo-form__subheading\">Try Out BNTouch’s CRM & Marketing Tools For Yourself. Get Your Free Demo Below.<\/div>\n<div class=\"request-demo-form\">\n<form id=\"bntWebForm\" action=\"https:\/\/www.bntouchmortgage.net\/account5\/webform\/\" enctype=\"application\/x-www-form-urlencoded\" method=\"post\" novalidate=\"novalidate\">\n<div class=\"form__input\"><label for=\"first_name\">First Name<\/label><br \/>\n<input id=\"first_name\" name=\"name_1\" type=\"text\" \/><\/div>\n<div class=\"form__input\"><label for=\"last_name\">Last Name<\/label><br \/>\n<input id=\"last_name\" name=\"name_2\" type=\"text\" \/><\/div>\n<div class=\"form__input\"><label for=\"email\">Email<\/label><br \/>\n<input id=\"email\" name=\"email\" type=\"text\" \/><\/div>\n<p><input name=\"2899\" type=\"hidden\" value=\"OfflineDemo\" \/><br \/>\n<input name=\"RETURNURL\" type=\"hidden\" value=\"https:\/\/bntouch.com\/thank-you-2\/?email=##EMAIL##&fullname=##NAME##\" \/><br \/>\n<input name=\"RETURNTIMEOUT\" type=\"hidden\" value=\"0\" \/><br \/>\n<input name=\"USERID\" type=\"hidden\" value=\"43\" \/><br \/>\n<input name=\"GROUPID\" type=\"hidden\" value=\"1\" \/><br \/>\n<input name=\"SEQUENCEID\" type=\"hidden\" value=\"1\" \/><br \/>\n<input name=\"WEBFORMID\" type=\"hidden\" value=\"1859\" \/><br \/>\n<input name=\"PROCESSTYPE\" type=\"hidden\" value=\"mortgage\" \/><br \/>\n<input id=\"added_source\" name=\"added_source\" size=\"40\" type=\"hidden\" value=\"website-demo\" \/><br \/>\n<input type=\"hidden\" name=\"CHECKDUPSBYEMAIL\" value=\"1\" \/><br \/>\n<input id=\"street_2\" name=\"street_2\" size=\"40\" type=\"hidden\" value=\"website-demo\" \/><\/p>\n<div id=\"submit\" class=\"add-module-button glow\"><a class=\"\" href=\"#\">Live Demo<\/a><\/div>\n<\/form>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>The Best Mortgage CRM Software of 2024 Automate your marketing, convert more leads, stay top…<\/p>\n","protected":false},"author":5,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-7148","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/bntouch.com\/wp-json\/wp\/v2\/pages\/7148","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bntouch.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/bntouch.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/bntouch.com\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/bntouch.com\/wp-json\/wp\/v2\/comments?post=7148"}],"version-history":[{"count":0,"href":"https:\/\/bntouch.com\/wp-json\/wp\/v2\/pages\/7148\/revisions"}],"wp:attachment":[{"href":"https:\/\/bntouch.com\/wp-json\/wp\/v2\/media?parent=7148"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}