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 white board lists, to spread sheets, and more recently, to highly specialized yet still flexible software designed for exactly that purpose. It should be no surprise that purpose-built software should be the best way to go, but why change if what you’ve done for many years seems to work perfectly well for you?
Simply put, more efficient mortgage pipeline management and organization equals more time/greater capacity; happier clients; and ultimately, 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, and don’t we all, 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, think about your clients and referral partners. Wouldn’t it be cool 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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There’s only one good outcome that can happen to a deal in your pipe, and that, of course, is for it to close. The faster and more efficiently that happens, the faster you get paid. If getting paid faster sounds good, then so too should mortgage pipeline management software.
It’s easy for any system to have flaws. While you may consider yours to be near perfect, and 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 that they have discovered any potential flaw and had it corrected before it ever had a chance to upset one of your deals?
Here’s another great reason – accessibility. We all have experienced the concept of SaaS – software as a service – online, all the time and accessible wherever you have a laptop and a connection.
Yet the key with mortgage pipeline management software is that it’s not there just for you. It’s also accessible for your processor, your underwriter, your assistant, and anyone else you invite. It was hard to manage your pipeline from the back nine before. Now, someone else can be taking care of business while you’re out cultivating more.
At the end of the day, any system, even if it’s a completely tricked out and shared mortgage pipeline 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? Here’s one place to start. Just click the link and request a demo.
Brian’s entire professional career has centered in real estate. He’s designed, built and brokered homes. He’s provided over half a billion dollars in mortgage loan financing to everyone from first time-buyers to the CEOs of Fortune 500 companies He’s a published author with articles in periodicals, hedge fund websites and trade publications. Brian has traveled the country and been on broadcast radio to speak in front of hundreds of his industry contemporaries. He’s also created and developed hundreds of educational products from print to digital used throughout the U.S. and beyond, which make the process of buying and financing a home easier for all. Brian is a father, real estate investor, outdoorsman, pilot, skier, golfer and plays ice hockey in several men’s leagues every week of the year.