4 Ways a Mortgage Loan CRM Can Make an LO's Life Easier
If you’ve read our last post on good lead management, you know that mortgage loan CRM software is essential for improving your efficiency as a loan officer. But how do you decide which software is right for you? The last thing you want to do is get bogged down in sluggish or complicated software that takes tons of effort to learn. Let’s lay out the basics of a proper CRM program.
What Do You Need to Look For in a Mortgage Loan CRM Option?
There are tons of email marketing options out there, but not all of them are suited to your needs as a loan officer. The ideal software will allow you to:
#1: Track Contacts
When it comes to tracking and storing contact information, pen and paper simply doesn’t do it anymore. You need a way to be able to keep up with all your leads and prospects automatically. Your CRM option should allow you to store each contact that fills out your website forms without stress.
#2: Nurture Leads
One of the most important features of your email marketing system is its ability to help you nurture each lead. It needs to help you manage the lifecycle of your prospects from awareness to conversion through automated emails that keep you at the top of their inbox.
#3: Personalize Messages
Personalization is key to effectively nurturing new contacts. While personalizing each and every email you send out is cumbersome, you can still segment your contacts depending on where they are in the sales funnel. You can then customize the message and call to action for every set of emails according to what stage your lead is at.
#4: Manage the Loan Approval Process
Beyond conversion, your software should also streamline the loan approval process between you, your real estate agent, and your buyer. Instead of sending manual reminders to each individual, you should be able to set up triggers for automatic emails that help you close each loan on time.
The most effective email marketing option will also give you the option to automatically request and gather documents to keep the loan approval on track.
How Does Our Platform Cater to These CRM Needs?
The importance of choosing a mortgage loan CRM system that specifically serves our industry cannot be ignored. Through an integrated platform with email software, scenarios, and documentation, Champions Mortgage offers you an opportunity to:
Nurture your connections
Send instant approval letters and estimates
Send automatic email reminders to agents and buyers
Automatically request and gather important mortgage documents
Ready to chat with us about how we can propel your sales and boost client satisfaction while simplifying your workday? Call us at 855-853-1522.