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Best Digital Marketing Plan for Mortgage Companies

How Mortgage Pipeline Software Can Help Grow Your Business

Apr 25, 2023

Management systems for a mortgage pipeline of loan apps can run the gamut from a drawer full of paper files in no particular order to whiteboard lists, spreadsheets and, most recently, highly specialized yet still flexible mortgage pipeline software designed for exactly that purpose. It should be no surprise that purpose-built software is the best way to go, but why change if what you’ve done for years seems to work for you?

Simply put, more efficient mortgage pipeline management and organization equal more time, greater capacity, happier clients and more business. If this is not enough to convince you, then let’s get a little grittier.

We all know that time will not wait for us — and once you’ve lost your time, there’s no getting it back. Ultimately, anything that can save hours in a day over and over again is worth the price of admission. Mortgage bankers and brokers are busy. If you value your time, then why not free some up? A well-run mortgage pipeline leaves you some bandwidth to work on putting new loans into it.

Even if you don’t care about upgrading, consider your clients and referral partners. Wouldn’t it be great if your system kept everyone updated on their application status in real time? It truly can be that easy. Simply mark a step as done, and off go emails, texts and even dynamically generated videos that inform, educate and prepare everyone for the next step.


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The best way to find out what we offer is to try it out yourself. We’re confident that you’ll like what you see.

There’s only one good outcome that can happen to a deal in your pipeline, and that, of course, is for it to close. The faster and more efficiently that happens, the sooner you get paid. If getting paid faster sounds like a dream come true, then mortgage pipeline management software should too!

It’s common for any system to have flaws. While you may consider yours to be near perfect, or at least time-tested and familiar, don’t rule out someone else’s system that you make your own. Here’s a simple but impactful reason why: it’s not just you that’s using it.

There are hundreds, thousands or even tens of thousands of users in the best mortgage CRM software with loan pipeline tools that are proofing and testing it for you every day. Isn’t it better to have a system that can automatically detect any potential flaws and correct them before they can upset one of your deals?

Here’s another great reason:accessibility. Software as a service (SaaS)— is accessed online and can be used via common web-enabled devices, such as computers, phones and smart pads.The key with mortgage pipeline management software is that it’s not there just for you. It’s also accessible to your processor, underwriter, assistant and anyone else you invite. It was hard to manage your pipeline from the back nine before. Now, someone else can take care of business while you’re out cultivating more.

The benefits of a mortgage CRM platform are even greater when you synchronize it with your loan origination system (LOS), point-of-sale (POS) platform and other software in your mortgage tech stack. After all, data is king in mortgage marketing. With more information about a consumer and their financial situation, needs and goals, loan officers can provide relevant and timely support without having to jump between digital platforms. 

By allowing loan data from your LOS platform and other software systems to flow seamlessly into your mortgage CRM, your mortgage pipeline can receive reliably automated communications from pre-application to post-closing. Even if a mortgage prospect does not yet qualify for a loan, a well-integrated tech stack can help you guide them through a credit repair process and return them to the mortgage pipeline when they can qualify.

At the end of the day, any system, even if it’s a completely tricked-out spreadsheet of your own making, probably has a few dozen fewer feature-rich attributes than a commercially available software service will provide. Why not spare an ounce of time today to potentially save yourself tons of it later? Surefire by Black Knight can put you on the fast track to mortgage pipeline efficiency.. Just click the link and request a demo.

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