Why You Need a Mortgage Broker CRM System (Hint: Your Job Just Got Easier)
A mortgage broker CRM system can help you nurture client relationships, automate reminders, and perform essential marketing functions. But which one is right for you?
As a mortgage broker, you play a key role in the home loan process. Not only are you responsible for connecting your clients to excellent mortgage lenders, you need to pass along their paperwork for underwriting and approval. Your role is critical to ensuring that your clients can close their home on time. Between finding new clients and dealing with your day-to-day work, how do you find the time to market yourself and convert leads? You may have heard one too many tales of frustrated brokers managing clumsy software. Maybe you’ve even tried these email platforms yourself and found that they require more fuss than they’re worth. Time is money—so here’s why you need a CRM software made specifically for the mortgage industry.
Why Most Brokers Do Away with CRM
#1: Lack of User-Friendly CRM Software
There are plenty of clunky, big name platforms out there that are difficult to figure out, especially if they aren’t designed with your industry’s needs in mind. You might struggle to learn how to customize the platform for your clients and work needs. Oftentimes, the CRM isn’t intuitive and requires lots of training.
#2: Preference for Non-CRM Systems
Considering the difficulty of learning new platforms, many brokers prefer to use manual systems to track their leads, manage business relationships, and communicate with clients. Others aren’t quite convinced about the benefits of email marketing, especially because creating content can be lots of work.
#3: Poor Marketing Performance Insight
Many brokers may struggle to even see if their leads are converting into prospects or paying customers. They might not know how to use the (often confusing) CRM analytics to tailor their messages more effectively to potential clients.
These issues might cause you to do away with email marketing altogether. But here’s why you shouldn’t give up on finding the right platform.
5 Reasons to Adopt a Mortgage Broker CRM System
#1: Connect with Potential Clients Easily
The ideal platform will be connected to lead generation sources such as Zillow or Linktree. This way, leads can come to you! It will also allow potential clients to set up appointments with you more easily.
#2: Automate Your Lead Nurturing
Manually reaching out to each lead after a consultation is time-consuming and tedious. But with the right software, you can easily automate follow-ups and drip email campaigns for clients. Drip campaigns keep you at the top of your client’s inbox (and mind).
#3: Prepare for Important Deadlines
With so many deadlines to keep track of, you need a CRM platform that will help you stay on top of important dates. Ideally, you’ll be able to remind buyers and agents about deadlines to ensure that a loan closes on time. Even better is if your software can automatically request and gather documents for you.
A Mortgage Broker CRM System Doesn’t Have to Be Complicated
Through an integrated email marketing platform, Champions Mortgage offers you an opportunity to acquire leads and nurture your connections with ease. Our Champ platform also allows you to:
Send instant approval letters and estimates
Send automatic email reminders to agents and buyers
Automatically request and gather important mortgage documents
Most importantly, we’ve created it precisely for the mortgage industry—and for you.
Ready to chat with us? Call our lenders at 855-853-1522.