News, tips, and tricks for getting the most out of your mortgage CRM

Relationships with realtors represent one of the most important sales referral resources for LOs, so cultivating your relationships with high performing realtors is crucial.

Whiteboard interviewed four successful mortgage LOs to find out how they develop their realtor partners and you can keep reading to find out what we learned during those conversations. 

In the world of real estate and mortgages, an increasing number of interactions is being done online. From perusing listings to applying for mobile mortgages, it’s easier to find new clients through online contact than any other way. 

Automating your mortgage marketing system is a useful way to improve your day-to-day operations. You can improve both your lead management and lead conversion rates through mortgage marketing automation. Plus, it will save you time and allow you to focus on many more important tasks related to running your business. 

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We've created this email newsletter to keep the conversation rolling and we'll send it once each month, packed full of tips, news, and other happenings here at Whiteboard. (click the graphic to watch a message from Whiteboard CEO Kevin Ducey. 

A visit to our homepage at whiteboardcrm.com tells you immediately we are the "CRM built exclusively to accelerate lead management, partner relationships, team production, and revenue growth."

You'll notice that description has nothing to do with handling your needs at the point of sale. That's why, at Whiteboard, we're serious about forming friendships and partnerships with other software companies in the industry like Floify.

We want to help you get to know Floify better — and more personally — by introducing you to Dave Sims, founder and CEO.

What is your marketing strategy for your mortgage business? Do you feel like you have it under control and you’re finding tons of leads? Or, do you feel like the pipeline has dried up? 

According to Slick Text, 292 million people—that’s 80% of the population—use text messages in North America alone and mobile usage has never been more popular worldwide. The best Customer Relationship Management (CRM) software allows you to instantly engage with both potential and existing customers through text messaging. SMS messages are a powerful tool for your automated marketing plan.

One challenging aspect of the mortgage industry for loan officers like you is generating enough leads to keep your pipeline full. However, with a little strategy behind your mortgage marketing, you can generate enough potential customers to flip this challenge around into one of your strengths. 

Mortgage brokers have a lot of impressive skills, we are constantly amazed by the hard work you put into your jobs.

According to the career website Zippia, some of the most important skills for working in the mortgage industry are: 

Have you ever wondered how implementing a mortgage-specific CRM will benefit you? Well, if you ask Shane Kidwell, owner of Dwell Mortgage and co-founder of Next Level Loan Officers, his answer is simple. It’s time. He gets to use his time more efficiently on the tasks that are most important.

“I can always make more money,” Shane said. “I can do more deals, I can get more creative, I can buy more leads, get new relationships – whatever! I can open secondary businesses that can support your primary job. You can’t get your time back.”

Keep reading to learn more about Shane (or check out the video below) to gain insight on how he went from part-time to part of the top one percent, how working with coaches changed his career path, and his thoughts on picking the right CRM for his team.