Heather Bomar has always been passionate about relationships. Part of her 2007 vision statement included wanting to relieve the burden of the loan process from her partners and putting it “reliably” on her shoulders. Doing this would inspire confidence in her team and make her partners look like rock stars in the eyes of their customers.
Topics: Producer Spotlight
Google “mortgage CRM software” and you’ll be bombarded with hundreds of results. Scrolling through them can make your eyes glaze over. So how do you choose?
We’re here to help. We researched mortgage-specific software across the web and found 6 of the very best solutions out there.
You can ramp up your mortgage loan volume without sacrificing productivity or customer service. It happened at Great Western Financial Services in Colin County, Texas, where Tristan Sherrill is the branch manager.
You may be the greatest mortgage professional the world has ever seen; but, if you’re managing customer relationships in a spreadsheet; or, you’re using a general purpose customer relationship management platform as nothing more than a glorified contact management database, you’re probably also the industry’s best-kept secret. Which might be great if you’re trying to keep your secret sauce under wraps, but not exactly ideal when it comes to growing a business.
Are you using the best mortgage CRM software for your business? Hint: If your customers aren’t happy, your CRM is letting you down.
When you have the right mortgage CRM software in place, it supports positive long-term client and partner relationships. It ensures every customer service interaction is smooth and efficient. It handles all your contact management seamlessly, setting you up for deal after deal.
Mortgage leads are the bread and butter of the home loan industry and most offices depend on some sort of system to track them. But are spreadsheets robust enough to manage this important function, or is CRM software a must? Is a mortgage CRM preferable to a general CRM?
Solid leads are the lifeblood of the mortgage industry. Leads become prospects and prospects become closed deals. Managing the lifecycle of these leads is crucial. But how are you keeping track of this vital information? Jotting notes in a notebook? Maybe an intricate series of sticky notes? A bloated spreadsheet? Luckily, there is software out there to help you with these tasks.
We're finding that some lenders make the mistake of using their loan origination software (“LOS”) as their customer relationship management (“CRM”) platform. And they’re missing out on potentially valuable business opportunities as a result.
From Facebook to Twitter, Instagram to YouTube, Pinterest and beyond, if there’s content to share, there’s a platform designed specifically with it in mind.
And you know what they say – if you build it, they will come. People all over the world turn to social media for updates on friends and family, breaking news, and posts from various businesses about their product or service.
You’ve heard that establishing solid relationships with your clients and referral partners is essential to your success, but have you taken the actions necessary to make it so? Sure, providing an elite level of service is the first step in crafting a business with a strong reputation, but that’s not all there is to it.
We live in the age of technology. The sheer number of tools at our fingertips is unprecedented. And while there are multiple ways to market your business and improve your relationships with customers, there’s a tool specifically designed to do just that – the CRM (Customer Relationship Management system).