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.
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.
Custom videos with the contact’s deal information can grow your mortgage business through better service, more repeat business, and efficient implementation.
Success metrics for mortgage marketing are unique to the industry. Mortgage professionals should measure list growth, closing cycles and revenue.
There can be many steps to becoming a mortgage broker, and if you also want to be the best, each step is progressively more important.
Facebook leads can grow a mortgage broker’s prospect list, but that’s just the first step. It’s what comes next that will sustain your business over time.
Using a customer focused marketing strategy to attract and retain clients is an important pillar in a mortgage banker or broker’s overall plan.