Cross-platform marketing automation optimizes your digital marketing and email marketing efforts by delivering brand consistency in the appropriate formats.
Our latest guests are loan officers and branch managers Greg Heiler, Jessica Ceballos and Michael Addison who hail from Dallas-based depository City Bank.
A digital marketing strategy for lead generation is a key component of planning for success when building a lender’s mortgage pipeline.
In this episode of Inside the Lenders Studio, we are joined by Clint Carver, a Utah-based loan officer at Beam Lending.
Mortgage pull through rate is the number of loans funded relative to the number of applications taken. A mortgage CRM can help loan officers optimize this KPI.
Marketing campaigns for banks work best if they tell stories across many channels and bring in a local focus. Automation makes them easier to implement.
While automation software cannot prevent the negative impacts of risks, it can assist lenders in anticipating possible risks and their potential impact. In Book 4 of the automation playbook we take a deep dive into risk reduction.
Company dashboards should provide lenders a look back and a path forward. They can track success metrics for production, performance, marketing and more.
Eclosings are not new, but they are newly popular. Using your Mortgage CRM to prepare borrowers for an eClosing is the best way to get them right.
SEO for banks is vital. Ranking in local search results is the first step in mortgage lead generation and sets the stage for omni-channel marketing.