VIP Mortgage Wins Over LOs with SurefireCRM’s Administrator-Led Marketing Campaigns
Sep 21, 2020Learn how VIP Mortgage turned their marketing department around using SurefireCRM.
Lead Capture
Loan officers and mortgage brokers have websites to help them connect with prospective borrowers. These pages require action from the borrower, such as picking up the phone or sending an email. Make it easier on them with a mortgage landing page with a lead capture form connected to your mortgage CRM. This will allow the loan officer to capture online mortgage marketing leads without buying them directly, which provides prospects closer to the bottom of the sales funnel.
Mortgage Industry Focus
Industry-leading mortgage CRMs like Surefire CRM provides everything needed for digital mortgage marketing lead capture. Instead of providing generic forms and creative content, Surefire CRM comes with mortgage landing page templates that do not require any technical configuration. When done incorrectly, internet mortgage marketing can be frustrating for loan officers. When relying on a “contact us” form or a prospect picking up the phone to call, loan officers experience lost leads as emails are misfiled, and calls are not picked up during busy times.
Responding to Leads
The mortgage landing page backed by a lead capture form connected to your mortgage CRM allows for:
- Guaranteed capture of lead data
- Immediate response through automated workflows
- Multi-channel response through compliant text message solutions
Forms for Referral Partners
Of course, the best digital marketing plan for mortgage companies does not stop with borrowers. Referral partners, such as buyer’s agents and listing agents, are critical sources of leads on your mortgage marketing website.
These agents can have a dedicated mortgage landing page on their site backed by your mortgage CRM, allowing them to connect borrowers with loan officers for pre-qualification on the properties they represent. Referral partners also benefit from Single Property Sites hosted on the loan officer’s mortgage landing pages because they allow co-marketing of specific properties while serving to qualify borrowers simultaneously. This improves the chances of closing the loan with the current partner but also helps to earn the loan officer the right to the referral from the listing agent in a future transaction. Mortgage website marketing is best when it is a portal to both your borrowers and your partners.