How Does a Mortgage CRM Help You Market?

One of the primary goals of a CRM system is to improve the relationship with existing customers and recruit prospective customers. Many mortgage professionals are missing out on opportunities to retain customers and close more loans, making a CRM an ideal tool to build business. Having a CRM system will allow you to never fall short of your sales cycles and will help you accurately measure where you need to improve with efficient marketing tools on hand.

One of the best ways a mortgage CRM can help you market is by engaging with your clients on a personal level. Motivator CRM allows mortgage professionals to take informed actions to help improve client satisfaction based on the amount of information you have for them. Multiple ways that marketing can improve your business with a CRM include: personalized emails, targeted campaigns, timely follow-ups, newsletters, and much more to help increase your customer satisfaction and improve sales.

Personalized Emails

CRM databases are a gold mine. Reaching out to your sphere when rates fall or with amazing information sets you apart from your competition and shows that you are always looking out for your customers. Our timely and effective information allows you to connect with your clients on a higher level and gain valuable insights. When loan officers reach out to their customers on a personal level and care about their mortgage throughout the process, they feel more comfortable closing the loan and their overall experience is improved. Every email sent to a client will have their name on it with specific information to make them feel unique.

Targeted Campaigns

As a loan officer, offering a targeted approach will help you meet the needs of your customers faster and help you communicate with them better in the long run. Motivator CRM has over 17 different email marketing campaigns for customers and business partners designed to turn prospects into customers. Some of these campaigns include: Homebuyer Campaign, First-Time Homebuyer Campaign, Jumbo Loan Campaign, New Construction Campaign, Pre-Approval Campaign, and many more to best suit your customer. These campaigns will help your customer better understand the process they are going through, and they will be very thankful for the time and effort you put in to helping them.

In-Process Workflow Emails

Motivator has an automatic In-Process Workflow that sends out emails to your Borrowers, Co-Borrowers, Listing Agents, Selling Agents, and Title as soon as your Motivator account is activated. Loan milestone updates are synced with Encompass, so that you only need to enter them once. These emails are scheduled for purchase loans and refinance loans, and they include: credit report ordered, appraisal ordered, appraisal received, sent to processing, etc. We send these emails out automatically on your behalf to allow you to focus on creating more business, instead of having to explain the process yourself.

Newsletters and Blogs

Marketing through monthly newsletters and blogs is a great way to engage your clients on product-focused content. The newsletters Motivator sends out provide them with information that they can use during the loan process, as well as good things to know in general about building equity into their home. Motivator sends out newsletters to your past and current customers, and real estate partners on your behalf, weekly communications to your top Realtors, and three new articles are posted to your website each week. Deals move much faster when your loan officers have instant information on potential deals, marketing campaigns, and updates.

Motivator is simply the best mortgage digital marketing platform and CRM in the business.

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