Mortgage lenders operate in a highly competitive market, striving to build valued relationships with the clients they serve. It’s your professional reputation that sets you apart from your competitors, and one of the best ways to establish that reputation is by becoming known as an expert in your field. There are two ways you do…
Mortgage lending comes with unique dynamics that set it apart from other financial industry sectors – dynamics that a generic CRM will simply not address. Lenders who want to maximize their performance in the marketplace should look for CRM software to not only help them generate leads and grow their business, but also save them…
Personalized URLs, also known as PURLs, are a highly effective form of marketing for your mortgage business. When used with a state-of-the-art mortgage CRM, they can help you not only add a personalized touch to your campaigns, but also generate leads. What are PURLs? You may have heard that PURLs are great for increasing response rates, but…
Advertising for mortgage or other loan products is a highly-regulated activity in the financial industry. Restricted words and phrases, along with buzzwords and trigger terms, are a slippery slope that can lead to a regulator’s door. No surprise, then, that today’s mortgage lenders are deeply concerned about compliant mortgage marketing. Inadvertent or otherwise, violations of…
One of the most powerful pages on your website is the testimonials page. Great mortgage reviews let people know that your products and services inspire those who use them to take the time to recommend them to others. What customers are saying about your mortgage business online can dramatically affect its prospects. Since few things…
If you hope to thrive in today’s mortgage industry, it’s absolutely essential that your mortgage CRM includes features that make your business more competitive by improving lead generation, capitalizing on client referrals, and focusing on client retention. Just what does CRM lead generation do for you? It helps you: Find more high-quality leads. Grow your…
Most mortgage marketing is still based on traditional advertising methods. True, it is changing, with companies embracing a range of innovative and interactive approaches, but there’s still more you can do. Along with current client engagement and boosting customer loyalty, marketing automation enables you to generate more quality leads. Here’s how to take control of…
#mbaBEST The annual Michigan Bankers Association Bankers Education Summit and Trade (BEST) Show takes place from April 11-13, 2017 at the Grand Traverse Resort and Spa in Acme, MI. The conference runs from 8:00 a.m. to 5:00 p.m. daily and will cover pertinent topics that include discussion of best practices as well as latest approaches…
Mortgage CRM (Customer Relationship Management) software has many benefits for your organization. It saves you time on customer communications and helps you create personalized marketing campaigns that generate more quality leads and retain loyal customers. But all that’s only true if you choose the CRM that meets the needs of your particular business. Here are…
Likes, motivations, and preferences are the keys to unlocking relationships with customers. Personalized mortgage marketing opens the door to conversation, which results in customers feeling you care about their problems. When customers feel understood, a foundation is laid on which great relationships are built. There are a number of ways to add a more personal…
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