8 Top Mortgage Marketing Agencies in 2022

In today’s digital age, more and more people are turning to the internet for everything from entertainment and news to searching for the perfect home and a loan officer or mortgage broker to help them get the home of their dreams. As a loan officer or mortgage broker, your goal is to have a quality website and marketing strategy that helps ensure these viewers find your business, allowing you to produce a steady stream of leads that you can focus on moving through the pipeline. While many loan officers or brokers choose to manage this on their own, others turn to mortgage marketing agencies that specialize in marketing and making sure that your leads never end.

Key Takeaways

• Understand what mortgage marketing is and what it means for you as a loan officer or mortgage broker
• Learn the importance of generating a steady stream of leads
• Compare some of the top mortgage marketing agencies in 2022

What does mortgage marketing mean?

The mortgage industry can be overwhelming and confusing to the average homebuyer. Over the years, loan officers and mortgage brokers have learned that traditional advertising that simply puts out your business name, contact information, and services offered was simply not enough to make a business stand out above the competition. As loan officers and mortgage brokers struggled to break away from the competition, they learned that providing educational information to potential borrowers was an effective way to not only educate consumers but also a way to highlight their expertise.

Mortgage marketing refers to marketing strategies that work to inform and educate consumers, as well as persuade them to use your specific loan services as opposed to your competition. This method has proven to be a successful method for lead generation in the mortgage industry.

Why are leads important?

Without a steady stream of mortgage leads, it is difficult for any loan officer or mortgage broker to maximize growth and revenue. If you have no leads coming in, you do not have the opportunity to convert prospects into customers and will ultimately fail. While lead generation can be time-consuming and, in some cases, seem difficult, it is an essential part of every successful business. Having a quality lead generation strategy in place is necessary for every successful business.

Best mortgage companies to hire in 2022

If you struggle to create your own lead generation strategy and have relied on purchasing leads to keep your business going, you probably already know that will not work forever. In this case, it is time to bring in the experts. Mortgage marketing agencies specialize in creating a comprehensive lead generation strategy for your business that can include everything from custom website redesign to email campaign automation and so much more.

Here we take a look at some of the top mortgage marketing agencies available in 2022 to help you decide which agency can help deliver exactly what your business needs.

1. Good Vibe Squad

Good Vibe Squad is the only mortgage marketing company that offers a complete Done-For-You Fractional CMO (Chief Marketing Officer). This service is designed to help loan officers streamline and automate their marketing efforts to create a steady stream of leads while allowing them to focus on other aspects of the business, such as originating loans and closing deals. Their Hybrid Automation system automates all aspects of your pipeline, directing new leads to qualified, pre-approved buyers without you needing to lift a finger. Good Vibe Squad focuses solely on mortgage marketing.

Services Offered

• Done-For-You Fractional CMO (Chief Marketing Officer)
• Hybrid Automation System
• Step-by-step courses on sales training, systems training, phone scripts, and more
• 3 Phase AAA Formula Loan
• Acquisition System
• Complete lead to client automation

Pricing

Must schedule a loan strategy call to determine pricing

“I have tried numerous lead gen and marketing companies in the past. I have gotten the most apps I have ever gotten with any marketing site in my first week here at GVS. GVS is not only an awesome lead gen/ marketing company. But they also have great support systems and really have your back when it comes to this business.”

Google Reviews

2. Kaleidico

Kaleidico is a full-service marketing agency that has been generating leads for businesses since 2005. They believe that every lead generation program is unique to the specific business and industry, and they gear their services to your industry needs. The founder and President, Bill Rice, has over 20 years of experience designing and building online loan origination and lending websites. They offer a full range of marketing solutions to help improve your lead generation.

Services Offered

• Web design and development
• Lead generation
• Brand strategy
• Content marketing agency, offering content writers and editors

Pricing

Must schedule a loan strategy call to determine pricing

“One of the main reasons we selected Kaleidico, especially given that we were a start-up, was that they could provide a whole wide range of services to us. They do anything from the basic framing message, definition, strategy piece, to the creative side, whether it was our advertising and online traffic management to portions of helping us build out our website. It's moderately complicated given that it's a mortgage process, so helping us build that and make it simple to use for our consumers was a really great approach.”

Clutch Reviews

3. LeadPops

LeadPops is a marketing agency that specializes in the mortgage, real estate, and insurance industries. They are based out of San Diego, California, and have developed lead generation technology and marketing solutions geared specifically for mortgage brokers and loan officers. Their goal is to provide a full-service marketing platform that allows you to put your marketing on autopilot and focus on closing deals.

Services Offered

• Conversion Pro Website™
• Conversion Funnels
• Local SEO
• Digital Advertising
• Integration
• Personal Success Coach

Pricing

Must call for a free digital marketing assessment to determine pricing

“Great team of people who truly want to help you succeed and do better. Gabe, Nick, and Hannah all did an amazing job of getting me started and making sure I understand what they are doing so that I can be involved. This is more than just a website company so be sure to take advantage of everything they offer.”

Google Reviews

4. Top of Mind/Black Knight/Surefire

Originally known as Top of Mind but acquired by Black Knight, Inc, this agency offers the Surefire CRM and Mortgage Marketing Engine to help loan officers and mortgage brokers win new business while also driving repeat business. In addition to the Surefire CRM, they offer a wide range of additional mortgage marketing services.

Services Offered

• Surefire CRM
• Data management
• Temporary marketing staff
• New loan officer training
• Brand management
• Automated omnichannel marketing
• Content creation

Pricing

Request a demo for pricing information

“Their customer service is top-notch. The system is customizable to the point where each Loan Officer could have their own rules and workflows if you choose to. The number of rules you can generate for specific needs is endless. They are constantly trying to improve their system and take our feedback to the parts of their team that need to hear it. We genuinely appreciate that we can take an idea to them, and they will help us create it inside the CRM. If there is a way to get it done, they will do it. The Top of Mind team has perseverance and a real willingness to help.”

G2 Business Software Reviews

5. BranDignity

BranDignity is a full-service digital marketing strategy agency that can take your mortgage business to the next level through brand development and online marketing. They have been featured in major publications like Inc. and Entrepreneur. They take a strategic online marketing approach for all their clients and provide a detailed outline of what they do and why they are doing it.

Services Offered

• SEO and Local SEO
• Marketing automation
• Internet consulting services
• Design and Branding
• Pay-per-click advertising
• Content copywriting
• Mobile app design and development
• Social media marketing
• Website conversion optimization

Pricing

Request a proposal based on the services needed.

“My company's visibility has increased tenfold since working with Maciej & his team. All efforts are coordinated in conjunction with ours to ensure a successful outcome. If you want digital marketing done right then look no further than Brand Dignity!”

Google Reviews

6. Strategic Vantage

Strategic Vantage is a marketing agency specializing in the mortgage banking and financial services industries. They specialize in general marketing, public relations, and social media.

Services Offered

• Public relations
• Brand development
• Print advertising
• Online advertising
• Website development
• Email marketing
• Social media training
• Social media strategy and implementation
• Content development

Pricing

Must contact to determine individual pricing based on chosen services.

Reviews

No independent reviews are available at this time.

7. LenderHomePage

LenderHomePage offers an all-in-one platform designed to generate clients and referral partners for independent loan officers and large mortgage firms. They have been building mortgage-dedicated websites for over 15 years and the sites they create are ADA-compliant, have an SSL certificate, and include mortgage calculators. Their platforms in 100$ customizable and offers CRM and LOS integrations.

Services Offered

• Mortgage websites
• Mobile app
• Point-of-sale platform
• SEO
• Social media marketing

Pricing

Pricing begins at $97/month for a single user.

“Daphne and her entire team were incredible throughout the process of setting up our website. She has an uncanny knack for anticipating my questions and the expertise/experience to address any issue or concerns of mine. I can't speak more highly of her and her team. You can't go wrong with utilizing the services of LenderHomePage and when Daphne finally launched our website I felt that I had made the perfect choice in selecting LHP as our business partner. Thanks, Daphne!”

Google Reviews

8. Vonk Digital

Vonk Digital is a turnkey mortgage marketing website platform that allows you to bring your business to the internet. They offer this service exclusively for mortgage brokers, loan officers, and lenders.

Services Offered

• Complete website
• Fully customizable forms for lead funnels
• All-in-one review feed
• Easily integrates with most CRMs
• Written content for blogs
• Support team available

Pricing

• Fees start at $137/month with a $279 setup fee for a single loan officer.
• Up to a 15-member loan officer team starts at $167/month with a $349 setup fee.
• Enterprise package for more than 15 loan officers starts at $247/month with a $649 setup fee.

“Vonk Digital has the best mortgage website platform and customer service in the industry. They go the extra mile to ensure your website vision comes to life. I worked with 3 other companies prior to signing up with Vonk and I can now appreciate them on a whole other level. Their pricing aligns with their quality. In addition, their customizable templates are clean and modern. You’re constantly being shopped in my industry so setting the right tone and capturing a client's attention with an impressive website is priceless. Vonk keeps the content fresh which supports our ever-changing industry. I highly recommend working with this company and their amazing staff!”

Google Reviews

Comparison Table

Lead Generation Company	Services	Reviews	Pricing
Good Vibe Squad	- Done-For-You Fractional CMO (Chief Marketing Officer) - Hybrid Automation System - Step-by-step courses on sales training, systems training, phone scripts, and more - 3 Phase AAA Formula Loan Acquisition System - Complete lead to client automation	4.9 stars averaged from 64 reviews on Google Review	Must schedule a loan strategy call to determine pricing
Kaleidico	- Web design and development - Lead generation - Brand strategy - Content marketing agency, offering content writers and editors	5-star review averaged from 4 reviews through Clutch	Must schedule a loan strategy call to determine pricing
LeadPops	- Conversion Pro Website™ - Conversion Funnels - Local SEO - Digital Advertising - Integration - Personal Success Coach	4.9 stars averaged from 739 reviews on Google Review	Must call for a free digital marketing assessment to determine pricing
Top of Mind/Black Knight/Surefire	- Surefire CRM - Data management - Temporary marketing staff - New loan officer training - Brand management - Automated omnichannel marketing - Content creation	4.5 stars averaged from 17 reviews on G2 Business Software Reviews	Request a demo for pricing information.
BranDignity	- SEO and Local SEO - Marketing automation - Internet consulting services - Design and Branding - Pay-per-click advertising - Content copywriting - Mobile app design and development - Social media marketing - Website conversion optimization	5-star average from 6 reviews on Google Reviews	Request a proposal based on the services needed.
Strategic Vantage	- Public relations - Brand development - Print advertising - Online advertising - Website development - Email marketing - Social media training - Social media strategy and implementation - Content development	No independent reviews are available	Must contact to determine individual pricing based on chosen services
LenderHomePage	- Mortgage websites - Mobile app - Point-of-sale platform - SEO - Social media marketing	4.8 stars averaged from 91 reviews on Google Review	Pricing begins at $97/month for a single user
Vonk Digital	- Complete website - Fully customizable forms for lead funnels - All-in-one review feed - Easily integrates with most CRMs - Written content for blogs - Support team available	5 stars averaged from 92 reviews on Google Review	- Fees start at $137/month with a $279 setup fee for a single loan officer. - Up to a 15-member loan officer team starts at $167/month with a $349 setup fee. - Enterprise package for more than 15 loan officers starts at $247/month with a $649 setup fee.

How to choose the right lead generation company for your business.

There are probably as many marketing agencies out there as there are loan officers, so finding the right mortgage marketing company for your business may seem like a challenge. While many marketing companies provide services for a wide range of industries, it is best to start with marketing companies that cater to the mortgage industry as they are more likely to understand your unique needs. Some questions to consider when looking for a new mortgage marketing agency for lead generation include:

• Do they work with mortgage companies?
• Do they have case studies that can show their success in the mortgage industry?
• Where do their current clients rank in Google search results?
• Can they create an SEO website, as well as a content strategy?
• Do they offer social media marketing?

When choosing the right lead generation and marketing agency for your business, you want to find a company that is willing to listen to your needs and that you feel comfortable working with. Be sure to check out online reviews and see how other mortgage brokers or loan officers rate their services.

Quality lead generation is essential for success

Lead generation is essential for success as a loan officer. While many marketing strategies can be implemented by yourself, if you have not found success or do not have the time to invest in marketing, it may be beneficial to hire a mortgage marketing agency that can help you develop a steady lead generation strategy.

Let Good Vibe Squad Give You an Unfair Advantage™

The team at Good Vibe Squad understands the importance of a quality stream of leads for any business, but especially for those in the mortgage industry. Our Unfair Advantage™ program will help you develop the lead generation you need to boost your revenue in no time. To learn more about how we can help you achieve your business goals, schedule a strategy call today.

8 Top Mortgage Marketing Agencies in 2022 was first published to: Good Vibe Squad

Original post here: 8 Top Mortgage Marketing Agencies in 2022

15 Lead Generation Strategies for Mortgage Brokers

The mortgage industry is a highly competitive market and, as a loan officer or mortgage broker, you have to constantly be generating new leads in order to achieve your business goals. Generating a steady lead flow requires a strong marketing plan with key strategies that work well for your business and in your current market. But how do you develop the right strategy and how do you know what strategies will really work for lead generation? Here we take a closer look at some of the top lead generation strategies, how to implement them into your marketing plan, and how you can tell if they are working.

Key Takeaways

• Understand the importance of lead generation
• Learn new lead generation strategies to implement into your marketing plan
• Understand the importance of strategy tracking in order to ensure your efforts are creating the lead generation you need

What are leads in mortgage?

A mortgage lead refers to people who are interested in obtaining a mortgage or someone looking to do business with a mortgage broker or loan officer. Lead generation is the process of gaining the interest and contact information of potential customers, thus creating a stream of leads into your pipeline, with the end goal of turning them into a customer or closed deal.

Why are leads important?

As a mortgage broker or loan officer, your goal is to convert leads into customers. Without a steady stream of leads coming into your business, it becomes challenging to maximize growth and revenue in your business. The right lead generation process works to build visibility, credibility, trust, and interest by consumers, helping to bring in a regular stream of potential leads who are ready to convert and close the deal.

15 ways to generate mortgage leads

So how do you generate a steady stream of leads? Here we take a closer look at 15 common lead-generation strategies that work for mortgage brokers and loan officers. Keep in mind that not every strategy will be successful for every business, so it is important to determine which strategies work best for your target audience and create the lead generation numbers you need to achieve success. In most cases, mortgage brokers and loan officers use many, if not all, of these key lead-generation strategies.

1. Use offline lead generation strategies.

Before the digital age, loan officers and mortgage brokers relied on traditional forms of marketing, such as cold calls and mailed material. While cold calling has seen better days, there are offline lead-generation strategies that still work in today’s digital climate.

2. Create printed marketing tools and campaigns.

In a world where it is quicker and cheaper to create an email marketing campaign, many loan officers and mortgage brokers forget about traditional printed marketing material, such as flyers, postcards, and even business cards. But take a moment to think about your personal email account. How many unopened promotion emails do you have that are often left sitting or even deleted without a second thought? Unfortunately, most people’s inboxes are full already and email marketing campaigns don’t always hit their mark. Direct mailings, such as flyers or postcards, that contain important information with an eye-catching design are often more likely to be read by prospective clients than random marketing emails.

In addition, while it may seem easier to enter contact information directly into a phone, it is still recommended to carry business cards with you wherever you go. You never know when you might run into a potential lead and offering a business card is a quick and professional way to share information.

3. Attend networking events.

With your business cards in hand, seek out regular networking events. These can be anything from local Chamber of Commerce business events to real estate networking events. Attending such events allows you to meet and develop relationships with other professionals in your area that can turn into quality leads or referral partners.

4. Grow your referral stream.

Referrals are often the backbone of any successful loan officer or mortgage broker. Developing relationships with referral partners, such as real estate agents or title companies, can be a great way to start. But don’t forget to ask your previous clients for referrals, as well as testimonials.

5. Create educational content for publications.

One of the best ways to get your name out there as the go-to loan officer is to highlight your knowledge and establish yourself as an industry leader. A great way to do that is to share your knowledge through printed material. Creating an article that covers topics such as “how to improve your credit score” or a step-by-step walk through the mortgage process that you offer for publication in a local paper or real estate magazine allows you to share your knowledge and showcase your business in front of many new potential leads.

6. Offer educational seminars.

If writing isn’t your strong suit, consider offering community-based educational seminars or classes that cover key topics in the mortgage industry, such as “repairing your credit” or “how to buy your first home.” Oftentimes, the Chamber of Commerce is a great place to hold these classes, but local community colleges or libraries are other great places to contact.

7. Purchase mortgage leads.

If you have enough in your marketing budget and want to get a jumpstart on lead generation, purchasing mortgage leads from a lead seller is another option. When deciding to purchase leads, always consider:

• Your budget: Set a budget and find a company that provides quality leads within that budget.
• Lead quality: When it comes to leads, more is not always better. You want to focus more on the quality of the leads provided than how many leads you get, as the more qualified the leads are, the more likely they are to convert.
• Exclusive or not: Who will receive the leads you purchase? If the leads are exclusive, you should be the only loan officer or mortgage broker receiving the leads. If they are non-exclusive, chances are your competition is receiving the same leads.

To learn more about purchasing mortgage leads, read 8 Things to Consider When Buying Mortgage Leads.

8. Online lead generation

Digital technology has transformed a lead generation, offering a wealth of different lead generation opportunities. Adding a mixture of these tools to your overall lead generation strategy works to help ensure you create a steady stream of leads.

9. Create a professional website that includes forms.

If you don’t already have a website, then now is the time to create one. At the same time, if you have had a website for decades that hasn’t seen a recent update, it may be time to give it some attention. You want to create a professional-looking website that is crisp and clean in design and includes the information potential leads will be searching for. You want to make sure the site is easy to navigate and leads viewers through to what they should do next with a strong call to action. Create a form that collects the viewers’ contact information. This can be a simple “sign up for more information” or can include a lead magnet, such as a free guide to improving your credit that they receive as a free download.

In addition, you may also want to consider adding an online mortgage application if possible. Forbes reports that 58% of borrowers are more likely to choose a loan officer or mortgage broker based on the availability of an online application process.

10. Create email marketing campaigns.

Email marketing campaigns can be a powerful tool for loan officers and mortgage brokers, especially when implemented through a quality CRM platform that allows for automation. You are able to create different email marketing campaigns that address anything from educational newsletters to refinancing information and anniversary or birthday greetings that can be sent out automatically through your CRM. For connecting with new leads, you can connect your website forms directly to your CRM and have welcoming emails sent out to the lead immediately after they request information.

11. Post and engage in social media.

Social media platforms, such as Facebook, Twitter, and LinkedIn, create a platform where you can not only advertise to potential leads but also engage directly with them. The average American adult spends around 82 minutes a day on social media platforms, with Facebook alone having 2.93 billion monthly active users. On these platforms, you are able to choose different paid advertising options, but you should also create a page for your business where you can share anything from blog posts to educational videos and polls for your followers to answer. Have your profile follow partner profiles and share their information with your followers. This helps extend your reach as well as your referral partners. When one of your followers asks a question, be sure to engage them back with answers as soon as possible.

12. Create a Google Business Profile.

Chances are your target leads are borrowers in your local area. When potential leads search for a local mortgage broker or loan officer, you want your business to come out at the top. Creating a Google Business Profile is a way to put your business at the top of search results, including a listing on the map of the local area. You can create this free business listing here and manage it directly through Google to include your business contact information, photos, and Google reviews from clients.

13. Explore advertising options.

While we touched on the ability to advertise through the different social media platforms, there are many more advertising options online. The most common online option is Google Ads. Here you create specific ads that utilize keywords that your target audience might use when searching for a local mortgage broker or loan officer. Keep in mind, however, that your competition is likely doing the same thing. This is where ad creativity is essential. Create an ad that highlights what sets you apart from your competition.

14. Write educational eBooks.

Much like we mentioned in the offline lead generation section, creating educational content for publication in an online real estate magazine can help set you apart from your competition. In addition, consider offering a guest blog post for your referral partners to publish on their blogs. This allows you to get out in front of all of your partner’s followers as well. They may offer to do the same for you, allowing you both to showcase your knowledge while boosting potential lead generation.

15. Develop a comprehensive content marketing strategy.

We have already highlighted how important creating and sharing content can be both online and offline. In order to highlight your knowledge and skills and establish yourself as a leader in the mortgage industry, it is important to establish a comprehensive content marketing strategy that allows you to share all this information across many different platforms on a regular basis. This can mean creating full-length articles or blog content as well as short informational snippets perfect for social media posts. Once you have these created, consider scheduling regular postings through your CRM so that your information is shared on a regular basis.

16. Offer a valuable lead magnet.

A lead magnet refers to an item or service that is given away for free with the sole purpose of gathering contact information from potential leads. A lead magnet can be a physical item, such as a monthly mailed newsletter but in today’s world, it is often a downloadable item such as an eBook, an industry report, a video class, a webinar, or a free app, such as a mortgage calculator. You can offer these on your website or through social media platforms as a way to gather potential lead information.

17. Create educational videos for YouTube.

While live online seminars or community classes in person are great ways to connect and meet with potential leads, not everyone is available at the times you offer these seminars. Creating online video content, however, can allow you to connect with more people at their convenience. Creating an educational video can be as simple as having someone record a live seminar or you can create video content sitting at your desk and talking directly into the camera. These videos can be uploaded to your business YouTube channel, shared on your website, streamed through social media posts, or as a lead magnet that a website visitor receives for free when they provide their contact information.

18. Measuring your lead generation efforts.

Decades ago, loan officers and mortgage brokers created lead generation campaigns with the hope that they would be successful as there was no real way to track campaign marketing success. Today, thanks to digital technology, you are able to track both online and offline lead generation efforts, allowing you to adjust your current strategy in order to eliminate unsuccessful strategies while boosting up those that are working well.

Google Analytics

Google Analytics is often considered the King of online marketing data. By adding a short line of free code from Google to your website, Google Analytics is able to track how many users visit your website, how long they remain on the pages, what links they click on where they are from, and much more.

Google Search Console

Google Search Console, similar to Google Analytics, is a free software offered by Google that allows you to monitor how your website performs in search results. For example, this software can show you the number of times your website is displayed to users through search and how many times users clicked through to your site. Giving you your website’s click-through rate. If you find this number is low, you may want to adjust the content that appears in your listing in order to attract more users. In addition, the Google Search Console will also provide you with your average search result ranking. Again, if your rankings are lacking, you may need to invest in better search engine optimization for your website.

Social Media Analytics

Each social media platform offers some sort of analytical platform that allows you to monitor trends, click rates, advertising reach, user engagement, and more. Checking these statistics on a regular basis can show you what is working and what isn’t, allowing you to make adjustments until you find the right ads for your business.

Email Analytics

Connecting your email marketing campaigns through a quality CRM not only allows you to automate the campaigns but also lets you track the success of your email campaign. Did the user open the email? If, yes, did they click on an included link? Email analytics will answer all these questions and show you whether a particular email message is effective or not.

Offline lead generation tracking

While tracking digital marketing efforts is expected, you are probably wondering how you can track the effectiveness of an offline lead generation tool, such as a business card or a direct mail postcard. The answer combines traditional and digital technology. For example, if you are sending out a direct mail postcard, flyer, or even a letter, you can include a specific website link or print a QR code on the material that automatically links the reader to a specific URL that is only used for printed material. This allows you to see how many users are actually reading and engaging with your offline lead-generation tools.

Implementing lead generation strategies to increase a steady lead stream

While we have listed many top marketing strategies, both offline and online, for loan officers and mortgage brokers, you will find that not every strategy will work for every business. The goal of creating a quality lead generation strategy is to find the ones that work well for your lead generation and let unsuccessful strategies go. Finding the right combination of successful lead-generation strategies is key to creating a steady stream of leads for your business.

Good Vibe Squad can help

At Good Vibe Squad, we understand the importance of a steady stream of qualified leads in order for a loan officer or mortgage broker to achieve success. If you are struggling to bring in regular qualified leads, our Unfair Advantage™ program can help. To learn how we can help you bring in a steady stream of leads, contact us today to schedule your free, guaranteed loan strategy call.

15 Lead Generation Strategies for Mortgage Brokers is available on: https://goodvibesquad.com/

Original post here: 15 Lead Generation Strategies for Mortgage Brokers

19 Mortgage Marketing Strategies You Should Try

Whether you are new to the mortgage industry or are a seasoned veteran, understanding mortgage marketing and implementing a strong marketing strategy is essential for your success. Determining what sets you and your business apart from the competition and leveraging that in your marketing is a key factor in developing the right marketing strategy. Here we look closely at the importance of mortgage marketing and offer tips to help you strategically boost your existing campaign.

Key Takeaways

• Understand mortgage marketing and why implementing the right strategies can affect your success.
• Discover new strategies to help you and your business stand out above your competition.

What is mortgage marketing?

Mortgage marketing is the process of creating and executing a marketing strategy that promotes your business, informs and educates, and persuades potential leads to choose you or your company over your competition. Mortgage marketing can include everything from email marketing campaigns and direct mail flyers to developing referral partner relationships and being an active member of your local community. Successful loan officers and mortgage brokers understand the importance of a powerful mortgage marketing strategy and understand that it is important to constantly evaluate current strategies and make adjustments as needed in order to achieve the best results.

Why is mortgage marketing important to your business?

A clear and robust mortgage marketing plan is a key factor for every successful loan officer or mortgage broker. The right marketing strategy focuses on increasing your exposure to potential clients, helps create and maintain a strong online presence, creates brand awareness, and attracts new leads that are ready to close the deal. Without a mortgage marketing strategy in place, you will struggle to maintain reliable lead generation.

19 mortgage marketing strategies to help boost your business

You know you need to have a robust marketing strategy in place, but what should that include? How do you know which strategies will work best for your business? The fact is everyone is different. While some of the following tips are recommended for every mortgage marketing strategy, you may find that certain marketing options work better than others for your business. When implementing new marketing strategies, it is always important to monitor and track the success of each one, so you know where your business is coming from and where to best focus your marketing efforts.

Here we take a closer look at many of the different marketing strategies you have available.

1. Define your unique value proposition.

The mortgage industry is saturated with loan officers and mortgage brokers so when it comes to marketing, it is essential that you clearly convey how you are different from your competition. Before you create your marketing strategy, it is essential that you define your unique value proposition.

In marketing, a unique value proposition (UVP) is a statement that highlights what your business provides the customer, how the customer will benefit from your services, how your services will help address their needs, and how your business is different from the competition. When creating your UVP, ask yourself these questions:

• What do you want your business to be known for in the mortgage industry?
• What is your target customer demographic?
• What is something your business can do better than your competition?
• What markets are underserved in your local area, and can you target those markets?
• Is there something specific about how you conduct business that is different than the competition?

2. Find your niche.

In the competitive mortgage industry, it can be very difficult to stand out above the competition. This is where finding a niche market can truly make a difference. By focusing on a specific area of the market, you can quickly become an expert in that market, drawing the attention of potential leads. Example niches can include first-time buyers, refinancing, low-credit mortgages, and USDA or other specific loan types. Once you determine a niche, become an expert in that niche.

3. Create a professional website.

If you don’t already have a website, now is the time to have one created. If you already have a website but it hasn’t been updated since the early 90s, it probably needs a makeover! In today’s digital world, having an online presence is essential, as it is what you offer through your website. In fact, according to a report from Forbes, 58% of borrowers report that having access to an online application is likely to affect their lending decision. When creating a website, you want to include clear and precise information, easy ways for potential leads to contact you or signup for additional information, and always include a strong call to action that guides the user in what they should do to proceed.

4. Optimize your site for SEO and mobile viewing.

It doesn’t matter how well-created and eye-catching your website is if users are unable to find the site in their search results. In order to be relevant in user searches on sites like Google, your website needs to be optimized with your target keywords. For example, if your niche is first-time homebuyers, you want to ensure that you include these keywords in your site.

Statista reports that as much as 64% of all search engine visits are performed by a mobile device, such as a smartphone. Given this is a majority of search visits, you want to ensure that your website is easy to navigate and displays clearly on a mobile device.

5. Engage in social media marketing.

When used correctly, social media marketing can be a powerful tool for information gathering, customer engagement, and lead generation. For mortgage brokers and loan officers, the most powerful social media platforms can include Facebook, Instagram, Twitter, and LinkedIn, but it is important to understand the ins and outs of each platform and how to use them best.

Facebook

As of the second quarter of 2022, Facebook had 2.93 billion monthly active users, with the average American user spending an average of 82 minutes per day on the site. This provides a giant platform for you to take advantage of when it comes to marketing. However, it is important to focus your advertising dollars on marketing to your local area. Using Facebook’s Audience Builder, you can create ads that focus on your local market and help you engage with new, potential clients.

Instagram

Instagram marketing focuses more on eye-catching images to draw viewers’ attention. This is a great site to showcase a photo of a client getting their new keys or walking through the door of their new home.

Twitter

Twitter is a great platform to interact and engage with potential customers. Keeping posts short and informative and taking advantage of mortgage-industry hashtags, such as #mortgage, can get your name and your information out to millions of people interested in mortgages or following the industry.

LinkedIn

LinkedIn is a social media platform that focuses on building professional relationships. This is a great place to share industry news, meet and engage with professional partners, and establish a great referral network.

6. List your business with Google Business Profile.

Creating a Google Business Profile, formerly known as Google My Business, allows you to create a free listing that includes your business in Google maps and in the local results section at the top of search results. In this profile, you can include all of your business contact information, photos of your business or products, and a collection of Google reviews clients have submitted for your company.

7. Create email marketing campaigns.

Email marketing is a powerful strategy in today’s digital age. Email marketing campaigns can include anything from a monthly newsletter packed full of mortgage industry information to simple birthday or anniversary wishes to previous clients. Keeping your name in front of previous and potential clients on a regular basis makes them more likely to remember your name when they need your services. While sending multiple email campaigns can seem like a daunting task, implementing a CRM into your business not only helps you better manage your contacts, it allows you to automate many different email marketing campaigns at once, leaving you more free time to focus on other areas of the business.

8. Create a content marketing campaign.

As a loan officer or mortgage broker, borrowers turn to you for expertise throughout the mortgage loan process. For the average borrower, this process can often be overwhelming or confusing. Creating a content marketing campaign that includes articles or blog posts covering common questions by borrowers helps to answer their questions while also displaying your expertise. While these posts are great to include on your website or on social media platforms, you should also consider creating content for your referral partners as this provides exposure for your business as well as a service to your referral partner.

9. Add video marketing to your strategy.

The use of video marketing has become a popular trend for marketing professionals in every industry, and the mortgage industry is no different. Adding creative video ads or even informational videos to your site is a great way to engage and connect with potential clients while boosting your lead generation. In fact, a survey by Hubspot reports that 86% of video marketers say video has been very effective for lead generation and this number has been increasing every year. In addition, 94% of marketers report that the use of video content has increased their user understanding of their products or services. Keep in mind that the average American spends as much as 19 hours a week watching online videos, meaning your simple video ads can reach a large audience.

When creating a video marketing strategy, there are some basic steps. These include:

• Determine your target audience and consider which sites or platforms they are likely to spend the most time.
• Create a budget and timeline for your video. While you can choose to make a professional video production in a studio, today’s smartphones make it much easier to create a quality video right in your office.
• Choose the best platform to upload your video, such as YouTube.
• Determine what your marketing goals are for your video and the message you want your video to convey, as well as the type of video you are going to make. Videos can include educational videos, customer testimonial videos, personalized message videos, and many more.

10. Don’t forget referrals.

Referrals play an important role in your marketing strategy, whether they are from satisfied customers or from professional referral partners. Maintaining regular contact with previous customers helps keep your name on their minds, making it easy for them to suggest your business to family or friends when they are looking to purchase a home or refinance. Regularly working with your professional partnerships also helps to boost a regular referral stream.

11. Automate your marketing when possible.

Marketing and lead generation can be a full-time job on its own, leaving you no time to focus on customer relationships and closing deals. Implementing a quality CRM in your business can help you automate many different aspects of your marketing strategy, leaving you more time to focus on other parts of your business.

12. Utilizing mortgage ads on different platforms.

In the digital world, your advertising opportunities are endless. The most common advertising opportunity is through Google Ads. This advertising opportunity allows you to create ads that display when a person searches for specific keywords. The more targeted you make your keywords, the more targeted leads you will attract. But keep in mind, your competition is likely doing exactly the same and their ads will also display. This is where ad design and information are key. You want to make sure the ads you create highlight your UVP.

Another common advertising option is on social media platforms, such as Facebook. American adults spend an average of 82 minutes per day on social media, so creating an ad that highlights your UVP and targets specific keywords will put you in front of potential leads.

For each advertising campaign, consider creating a unique landing page on your website that allows you to track the success of each individual campaign, allowing you to see what works and what doesn’t.

13. Get creative and catch the eye of potential leads.

When creating ads or other marketing copy, it is important to highlight your UVP in creative and fresh ways that not only point out what makes your company different in content but also in presentation. Don’t be afraid to try adding an industry-specific meme to your social media posts or highlight different colors in your marketing copy that draws attention to specific terms or keywords.

14. Team up with real estate professionals.

As a loan officer or mortgage broker, you often work with other industry professionals, such as realtors and title agencies. While working with these professionals is often necessary to close a loan, these individuals can also become valuable partners for you and your business. Working together with a real estate agent to hold an open house, for example, helps the real estate agent provide mortgage and loan information while also providing you with qualified leads.

15. Get involved in your community.

Becoming a successful loan officer or mortgage broker requires you to get your name and face out in front of people within your community. You work hard to build trust among community members while highlighting your industry expertise. A great way to do this is to become active in community events, either through sponsorship or simply attending the events and networking with the community.

16. Go live online.

While offering community educational presentations or creating recorded videos to upload are great marketing techniques, there is another option that allows immediate engagement with potential customers. Live platforms, such as Facebook Live, allow you to go live online providing answers to common questions consumers have while also opening up for live questions that you can answer directly to the consumer.

17. Use the news.

If you are having trouble coming up with ideas or talking points for content, videos, or even general networking, consider taking some time each week to simply monitor the news. The mortgage industry is impacted by a number of economic factors, such as real estate trends, interest rates, the stock market, and consumer confidence, just to name a few. Following the news, whether on television, Facebook, or your Twitter feed will keep you updated on industry news and trends, while also giving you information to share with your followers.

18. Don’t forget direct mail.

Direct mailings, such as postcards or flyers, have been a traditional mortgage marketing go-to for generations. While most turn to digital marketing today, direct mail can provide an alternative option that more viewers are likely to read. Consider your personal email inbox and how many promotional emails you may leave unread. Chances are your potential clients are the same. Choosing to send out direct mail flyers as well as email marketing helps to keep your name in front of potential clients. Unlike generations past, you are now able to track the success of direct mailing campaigns by adding a QR code or directing readers to a unique landing page on your website.

19. Location, location, location

As we mentioned above, signing up with local listings, such as Google Business Profile, and online local directories helps boost your SEO for your website when it comes to local searchers performed by consumers. In most cases, these listings are free and easily managed but they can be a powerful tool when it comes to lead generation.

The right marketing strategy can make all the difference.

As a mortgage broker or loan officer, you are always looking for ways to boost your lead generation and marketing efforts in order to meet your business goals. Implementing some or all of these mortgage marketing strategies can provide a fresh new approach to your marketing and help you develop a regular lead generation stream. Finding the right mix of marketing tools can help you create a marketing strategy that paves the way for a smooth drive to success.

Take the Unfair Advantage™

While you wait for your new marketing strategy to take effect, the team at Good Vibe Squad understands that you still need leads coming in on a regular basis. Our Unfair Advantage™ program can help boost your lead generation almost immediately, giving you the leads that you need today. To learn more about how our program can help boost your bottom line, book a strategy call today.

19 Mortgage Marketing Strategies You Should Try is available on: Good Vibe Squad

Original post here: 19 Mortgage Marketing Strategies You Should Try

Marketing Ideas for Mortgage Brokers to Win More Clients in 2023

As a mortgage broker, you understand that the mortgage industry follows economic cycles and can often include periods of extreme volatility. In order to survive these cycles and succeed where other mortgage brokers may struggle, it is essential for you to create a diverse marketing strategy that combines the ever-changing and growing digital market with the tried-and-true marketing tactics that have been successful for generations. Here we share some key mortgage marketing ideas to help you create a successful marketing strategy.

Key Takeaways

• Understand the importance of creating a diverse marketing strategy
• Learn new marketing tips and tricks to boost your marketing success
• Find out how to generate more leads through unique marketing ideas

What does a mortgage broker do?

A mortgage broker is a licensed financial professional that acts as a liaison between a borrower and multiple lenders. Unlike a loan officer, a mortgage broker works to find the best lender and the best mortgage available for a prospective borrower. A mortgage broker understands the application process for each lender they work with and can help borrowers through the application process.

22 mortgage broker marketing tips

As a mortgage broker, it is essential to have a strong, diverse marketing plan in place so that you are able to create a steady stream of new business despite the ups and downs in the market. Here we look at 21 different marketing ideas to help you start creating a marketing strategy that works for you and your business.

1. Identify your ideal audience.

Before you begin creating your marketing strategy, you need to identify your ideal audience. Consider the characteristics that make up your ideal qualified lead and focus your marketing attention on those characteristics. For example, if you find your ideal qualified leads are professional businessmen and women, it may be beneficial to engage in marketing strategies that target sites like LinkedIn.

2. Create your brand.

Your brand is the image that customers have of your business. While many people think this is simply a well-created logo, that is only partially true. Your brand is made up of what your say, what your business values are, and the personality of your business. When creating your brand, you must consider a set of features that include your business name, the logo or symbol you use, your business tagline, and the voice your marketing material uses. You want your business brand to highlight your company and show customers your business personality.

3. Create a quality website.

If you don’t have a website already, you need to make creating one a top priority. In today’s digital world it is essential to have a strong website presence. You want to create a website that offers clear and precise information, all your contact information, a lead capture form, and a strong call to action that let your viewers know what they need to do next.

4. Optimize your site for SEO and mobile.

You could have the most amazing website in the world, but it will only work for you if potential clients can find it. In order for your site to appear high in Google searches, it must be optimized with the keywords that your potential clients and first-time homebuyers will use in their searches.

In today’s world, most people have a smartphone, giving them access to the world in the palm of their hands. However, while your website may look great on a computer, it may not be optimized to display well on a phone screen. When creating your website, open it on your phone to ensure that it is mobile-compatible.

5. Content marketing

For many borrowers, the mortgage process can be overwhelming. Sharing your knowledge through the creation of regular content, whether shared on social media or through a blog on your website, can help potential borrowers understand the process as well as show your loan officer's knowledge and expertise. When creating content, consider the questions clients frequently ask you throughout the process and address those questions in your content.

6. Guest posting

While creating educational content for your own website and marketing tools, such as a newsletter, is beneficial, sharing your knowledge is not limited to those options. Creating guest posts can provide another venue where you can share your knowledge and increase brand awareness. For example, you can write a blog post on a mortgage industry topic that your real estate partner can share on their website. This puts your name out in front of many potential borrowers and also creates a backlink to your website from the real estate site.

7. Use email marketing.

Email marketing can be a powerful tool for mortgage brokers, especially when you use a quality CRM that allows you to automate much of your marketing campaign. Email marketing campaigns can include everything from notifying past clients about potential refinancing options to sending our birthday wishes. Regular email marketing campaigns keep your name in front of the customer on a regular basis. While they may not need your services now, they are more likely to remember your name when they do.

8. Don’t forget an email signature.

An email signature is a snippet that is added to the bottom of all your email correspondence that can include key business information. Adding an email signature to both your business and personal email communication offers a great marketing opportunity.

9. Engage with social media.

In today’s digital age, a social media presence is essential for any mortgage broker. with sites like Facebook, Twitter, Instagram, LinkedIn, and TikTok, you have a wide variety to choose from. While you may decide to have a presence on all social media platforms, it is important to focus energy on the ones that target your ideal audience.

But how do you successfully engage on social media platforms? Posting regular information and educational material is a great place to start. Consider sharing new blog posts, referral partner information, and changes to interest rates, for example. In addition, you can share fun mortgage-related memes or other graphics. But it isn’t just about scheduling regular postings. You must also be willing to engage with your followers and answer any questions they may post to you.

10. Create lead magnets.

A lead magnet is a marketing term that refers to a free item or service that a company offers in order to gather contact information on potential clients. As a mortgage officer, you can exactly give away coupon codes for money off a loan, but there are services you can offer in order to gather contact information. For example, you can offer a free eBook or PDF that explains the loan origination process, including everything from the necessary documents needed to a glossary of mortgage terminology. Viewers can download this free resource when they sign up for your newsletter or follow your social media page.

11. Google Ads

Google Ads provides a way to put your name in front of viewers actively looking for mortgage information. Once you have your target audience defined, you can create ads designed for those specific target keywords. The more defined your audience is, the more defined your targeting will be. For example, the cost-per-click will be lower for a more targeted search, such as “mortgages for professionals”, than it will be for a generic “mortgages” search and will likely bring your better-qualified leads.

In addition, keep in mind that your ad will likely be displayed with other mortgage brokers using the same keywords for their Google Ads. It is important to create an ad listing that makes you stand out above the others. You might also want to consider creating a specific landing page on your website for each keyword-targeted Google Ad in order for you to see which ads are working and which ones may need adjusting. In addition, a topic-specific landing page can help your further target specific leads, such as a page for “mortgages for doctors” and a separate page for “mortgages for manufactured homes.”

12. Social Media Ads

The average American adult spends an average of 82 minutes per day on social media. Most social media platforms, such as Facebook, offer advertising opportunities that allow you to target your specific audience through ads while they scroll through their timeline. Taking advantage of these marketing opportunities provides yet another way to drive traffic to your website and boost lead generation. While you can create unique ads, sites like Facebook also allow you to simply “boost” one of your existing posts and use that to target and engage new viewers.

13. Ask and utilize client reviews and testimonials.

The average person can often be wary of direct marketing campaigns and advertisements. However, they are much more likely to pay attention to the experience of others. Providing client reviews and testimonials on your website and in marketing material allows potential clients to see your success. Reach out to past clients and ask if they would be willing to provide testimonials for you to use on your site. Send out an email marketing campaign to previous clients asking them to take the time to leave a review and include a link to where they can provide this information.

14. Connect with influencers.

Social media influencers command attention on social media platforms as they have worked hard to generate a strong following. Trying to generate such a following can be a full-time job on its own. However, when it comes to social media, the more followers you have, the more your information is seen. Working with a social media influencer, often for a fee, allows your business information to be seen by its massive audience.

15. Network with industry professionals.

As a mortgage broker, you regularly work with other industry professionals, such as title agencies and realtors. While these individuals are essential to closing a loan, they are also a great resource for your marketing strategy. Partnering with these professionals and creating mutually beneficial marketing opportunities can work to help both parties generate new leads. For example, if a partner real estate agent is holding an open house, you can team up together and advertise your services on the open house flyer.

16. Connect with the community.

The biggest part of marketing is getting your name and face out in front of people on a regular basis while building trust and respect from the community. A great way to do this is to sponsor and attend local community events, such as local farmer’s markets or team sporting events.

17. Schedule regular educational programs.

The mortgage industry can be overwhelming to some. Offering regular educational programs and classes is a great way to share your knowledge, develop trust, and connect with potential clients. Consider talking with your local community college or Chamber of Commerce about providing educational opportunities, such as a class on “How to Improve Your Credit.” If physical classes are not an option, consider using tools like Facebook Live to provide an online seminar for your followers.

18. Generate referrals.

A satisfied client is often your best source of future business. While you have already asked for testimonials, it is important that you stay top-of-mind with your previous customers long after their closing as they are more likely to recommend your business to friends and family. Creating a regular follow-up marketing campaign that includes topics such as home maintenance or refinancing information is a great way to stay connected with previous customers and generate referrals.

19. Retarget quality prospects.

Retargeting is a marketing strategy that allows you to direct specific advertisements or email content to borrowers that have previously engaged with your site. Directing targeted ads, such as through Google Ads, to these users puts your name in front of them again, making them more likely to consider your company.

20. Use direct mail.

Direct mail marketing has been a part of the mortgage industry for decades. While digital marketing has become the avenue of choice for many, traditional direct mail marketing still offers many benefits. For example, while email marketing may seem a cheaper marketing option, consider how many unread messages you have in your personal inbox. Your potential leads likely have numerous unread emails as well. While direct mail marketing may have a higher cost upfront, chances are that your target viewers are more likely to “open” and read direct mail than the forever-growing list of unread messages in their inboxes. And that’s if your email even reaches their main inbox and isn’t routed to a promotions folder.

Adding things like a QR code or a URL to a unique landing page also allows you to track your direct mail campaigns.

21. Sign up for local directories.

Signing up for local directories, such as Google My Business, helps to improve your ranking on Google searches, as well as place your business on Google maps and local searches. Joining these local directories also helps boost your website SEO, giving you better placement in search engine ranking.

23. Stay consistent and monitor your marketing efforts.

When creating your marketing strategy, it is essential that you maintain consistency with your marketing tools. A great way to do this is to implement your marketing strategies through your CRM, allowing for automation. In addition, you want to track your different marketing strategies on a regular basis to see what is working and what isn’t. Maybe you need to adjust your target audience and efforts in a different way to achieve the results you are looking for. Maybe one method is working better than another and should have more of your focus.

A quality marketing strategy leads to success.

Implementing these tips into your marketing strategy can help to boost your lead generation and your business success. By integrating these strategies with a quality CRM, you can not only better track your leads, but also automate many of the tasks necessary to keep your marketing strategy flowing smoothly and effectively delivering leads on a regular basis.

Boost Your Lead Generation with Good Vibe Squad

If despite your best marketing efforts, you are still struggling to bring in a steady flow of leads, the team at Good Vibe Squad can help with our Unfair Advantage™ program. To learn more about how we can help boost your lead generation, book a strategy call today.

Marketing Ideas for Mortgage Brokers to Win More Clients in 2023 is republished from: https://www.goodvibesquad.com

Original post here: Marketing Ideas for Mortgage Brokers to Win More Clients in 2023

Guide to Loan Officer Marketing: 18 Effective Strategies for 2022

As a loan officer, you have a lot going on in your day-to-day, and marketing your services may be an aspect of your business that gets overlooked. But you have to market your business to grow it.

Sometimes this can result in poor, half-efforted strategies as a last-minute addition to a loan officer’s duties. If it does, you will gain very few new leads and may hurt your existing mortgage business.

To avoid this, you need to invest a bit of time and research into finding the best marketing strategies for your company and implementing them. Let’s take a minute to study mortgage marketing ideas for loan officers and how to implement some key strategies.

Key Takeaways

• Understand the difference between a loan officer and a mortgage broker
• Learn effective marketing strategies and the importance of online and offline marketing

Loan officer vs. mortgage broker

Before we jump directly into marketing strategies, it is important to understand the difference between loan officers and mortgage brokers. While they both perform similar jobs, their marketing approach may be slightly different.

What does a loan officer do?

Loan officers typically work for one lender only, closing mortgages based on that one specific lender. When it comes to marketing, it means they are limited to a specific line of lending programs and must cater to a specific client base.

What does a mortgage broker do?

Mortgage brokers represent multiple different lenders, giving them the ability to shop around for the best potential loan for their clients. They have the potential to market a variety of different lending options to a much wider range of potential clients.

Why is online marketing important for loan officers?

There are several reasons why it’s so important for loan officers to market their services online today. Perhaps the most important is that the internet is one of the easiest, most accessible places to find potential clients. With traditional marketing strategies, companies usually need to advertise by city or region with radio ads, billboards, or other ad forms.

But online, you can reach hundreds of thousands more because the internet is everywhere. The best way you can take advantage of this is by doing the proper research and recommendations.

Research

The internet is incredibly useful for doing research, and your potential client pool knows that. They use online resources to research the best lending companies and officers, where to find the most affordable loans, and which loans will work best for their finances and timeline. So, if you have a strong online presence, you are more likely to pop up in searches.

Recommendations

While people use the internet to research the best companies, they will also use it to look up recommendations on the best loan offices as well. If your company has a lot of positive reviews, potential clients will find your business more trustworthy, and they’ll be more likely to solicit your services.

18 mortgage marketing strategies to attract more business

There are many mortgage marketing tactics that you can use to attract more attention to your company. Here are the top 18 you should implement now:

1. Find your niche

Before you can sell your product or services, you need to make sure you know yourself and your business well enough to market it correctly. To do so, you must find your niche. Finding your niche, or the specific segment of your service’s market, can take a little bit of time, but it’s worth it.

If you’re advertising mortgage loans in the same group as student loans, for example, you are very unlikely to find any clients. You need to focus your attention on the niches of the internet where other mortgage loan companies are concentrated and where you’ll find the best clients.

To do this, consider asking yourself the following questions:

• What clients do you want to work with?
• Is your company good at helping first-time buyers or experienced investors?
• Is there a particular geographic location you are more concentrated in?
• Do you specialize in FHA or reverse mortgages?
• What about VA/FHA and refinancing?

2. Referrals

Referrals are a great place to start when garnering a stronger presence. These are already warm leads because the individuals you are asking for referrals from have already worked with you. They already have a good impression of your company from the excellent services you provided them and from the relationship you’ve established with them.

Here are a few tips on how to ask existing clients for referrals:

• Request reviews: After working with an existing homebuyer and closing a deal, let them know how much their business is appreciated and ask them if they would be willing to provide a review of your services.
• Keep your name in front of past clients: Chances are recent homebuyers will not need your services in the near future, however, they can still help your business grow. Periodically checking in with previous clients, such as on holidays or sending a birthday wish, let’s them know that their business is still important to you. When they need your service down the road, they are likely to remember your name and make contact. In addition, the more you nurture a relationship, the more likely they are to recommend you to others.
• Take advantage of their anniversary: Buying a new home is a milestone for any homebuyer so sending an anniversary email or video message on their home purchase anniversary is a great way to stay connected with previous clients and gain potential referrals.

3. Use your social media platforms effectively.

Social media provides you with an incredible platform to share your business, but you need to make sure you use it effectively.

• Get creative with visual content. People love visually interesting content. The more pictures and unique illustrations you can share in your social media posts, the more engagement you can have with your content.
• Use live videos. Normal Facebook videos can generate a lot of interaction, but live videos can generate 10x more engagement and as many as 6x more engagements.

Remember, social media marketing is highly effective at helping you build relationships and advertise your services. It allows customers and potential customers to interact with you and your company in a relaxed setting while simultaneously allowing you to market your services.

Building Relationships

Social media allows you to interact with potential home buyers, real estate agents, and other businesses within your community. These interactions help you build and nurture relationships that can boost your business. Some great ways to help boost these relationships include:

• Comment and engage with posts made by your followers and contacts
• Provide feedback and answer questions posted to your social media
• Ask questions that promote engagement
• Share content that your followers will find valuable

Advertising

While most social media platforms offer advertising options, there are ways to advertise on these platforms that don’t require dipping into your advertising budget. These include:

• Share beneficial and helpful content from your blog or website
• Announce events that you are hosting along with information on how to sign up or join
• Post photos of home closings
• Share listings from real estate partners and tag these partners in your post
• Share reviews from new homebuyers

Different Social Media Platforms

There are a variety of different social media platforms available for you to choose from. These can include:

• Facebook: The largest and most used social media network in the world
• YouTube: YouTube is the second-highest-used social media platform in the world and YouTube marketing and advertising can be a valuable tool for loan officers
• Instagram: Over one billion worldwide users as of 2020, with the majority being in the younger demographic, seeing the most users in the 18-29-year-old bracket
• TikTok: Over one billion users as of 2021, with over 50% of users being under the age of 39
• LinkedIn: LinkedIn is the number one social media platform for business professionals and B2B Marketing

When considering social media marketing, it is best to determine which of these platforms are most popular to your marketing demographics.

4. Connect and network

It is important to connect and network with other people in your industry. Doing so allows you to build rapport with like-minded individuals and can increase your long-term success. You can accomplish this by providing value through the sharing of tips and industry trends. Doing so proves your authenticity and authority in your field and can build your name and reputation to potential clients. Some ways you can do this include:

• Co-host open houses with your real estate partners
• Get involved in community events, such as sponsoring a charity event
• Host educational classes, such as on improving credit, with a financial partner

5. Email marketing

Email marketing has been around for a while, but that doesn’t make it any less valid. It’s still one of the best digital marketing strategies around because it allows you to segment your audience and address them much more personally. It is done by directly addressing individuals and grouping messages to clients based on their specific needs.

Video email marketing is a technique that allows you to embed video images into a standard email message that the reader can then watch. These videos allow you to provide a unique connection to the reader and offer you a platform where you can provide valuable information. The addition of video to your email marketing campaigns can often boost results. In fact, studies show that 64% of consumers are more likely to purchase goods or services after watching a branded video. When creating email video content, the goal is to create something that offers information your readers can actually use. For example, mortgage news and industry update videos offer educational information, and tours of your local area’s hotspots can give potential homebuyers information on your community.

6. Host virtual events

In today’s busy world, not everyone has the time or availability to attend virtual events. The good news is virtual platforms offer another option that can both be attended live or watched when it is convenient. Some virtual event ideas can include:

• Open office hours: Making yourself available to people when they have questions is essential. With platforms like Zoom, you can offer this availability online. Each week, you can set aside an open Zoom meeting where people can connect and ask any questions they may have.
• Educational webinars: Offering educational webinars are a great way to appeal to potential clients and local partners. You can offer courses on everything from improving your credit score to the importance of creating an emergency fund. These webinars can be scheduled so viewers can watch live and interact with questions and then you can post the recorded webinars to your social media platforms and website so people can view them at any time.

7. Content Marketing

In addition to directly talking to your audience through social media and email marketing, you can provide value to your clients by providing educating and engaging content. Online resources like blogs, guest posting, and community forums allow you to help establish authority and demonstrate your expertise to clients and peers alike. When creating engaging content, the sky is the limit. You want to offer a wide selection of valuable information that will attract the attention of potential buyers. This can include:

• Homebuyer checklists
• Financial document checklist for closings
• How-to guides that cover everything from credit repair to preparing for a home walkthrough

8. Adding Video Marketing

If you feel comfortable creating educational videos and sharing information in video format, consider creating a YouTube channel or publishing videos on your website. Quick, casual videos that provide quality information that is easy to understand by the viewer can be a powerful tool. Sharing these videos on your social media platforms is another way to increase engagement.

9. Have a quality database

Having a quality database can help increase the success of your business. Databases allow you to track the success of different strategies and campaigns you undertake to determine which work best for you, which brings you the most business, and which may need some extra attention.

10. Market to real estate agents

As a loan officer, chances are that most of your clients are already working with a real estate agent. Real estate agents are often likely to recommend loan agents to their potential buyers, so it is essential that part of your marketing strategy includes marketing and partnering with real estate agents. But how do you focus on marketing to real estate agents?

Nurture new relationships

When you plan to market to real estate agents, you must first plan to develop relationships with agents in your local area. The best places to meet these local agents are by visiting open houses, attending trade shows, and connecting through social media platforms. Once you have an initial interaction, your goal is to nurture this new relationship and find ways you can benefit each other.

Create partnerships

Creating a partnership with local real estate agents is a great way to benefit both partners. Working together, you can create new home buyer packets, host open houses, host virtual or in-person seminars or community events, and target audiences that work for both your business goals.

Provide value to your partners

Providing regular value to your real estate partners, such as regular market updates or webinars for their homebuyers, for example, continues to show your agents the value your partnership provides, shows industry authority, and provides a benefit to their bottom line as much as it does yours.

11. Invest in a website

If you do not currently have a website or your website hasn’t been updated in years, it is time to invest in a quality site. In today’s electronic world, a website acts as a virtual storefront, enabling consumers to shop for products, services, and general information when it is convenient for them. If you do not have a website, you are likely missing a lot of potential business and connections. But what makes a quality website? These critical elements are essential to providing a quality website that not only attracts potential leads but also helps to convert them into potential clients.

• Design: When creating your website, your design should be crisp and clean with a focus on making the user’s experience as streamlined as possible.
• CTAs: After providing clear information to the user, you need to create visible calls to action, letting them know what steps they need to take now.
• Client reviews: The goal of your website is to provide the information the user needs but also to begin developing trust with the user. By including reviews from past clients, you can gain credibility and start to establish trust among new users.

12. Create a FREE GBP (Google Business Profile)

When a potential client searches Google for loan officers, you want to come up high in the search results. Creating a Google Business Profile (GBP)is the way to accomplish this goal. Google prioritizes GBP listings in their local searches, often above larger national lenders.

13. Foster a quality online reputation

In today’s digital world, an online reputation can be the key to a thriving business or one that is rapidly sinking. As a loan officer, it is important that you regularly monitor your online reputation. A few bad reviews can quickly reduce the trust potential clients connect to your business, leaving you struggling to find new clients. If you come across poor reviews, do your best to address them quickly and in a transparent manner.

Offline Mortgage Marketing Strategies

While you will likely find most of your marketing strategies rely on online efforts in today’s world, there are marketing opportunities offline that can prove valuable.

14. Buying mortgage leads

Despite all your marketing efforts, sometimes the leads are not always forthcoming. Buying mortgage leads is a simple way to jumpstart your marketing strategy and fill your current sales pipeline.

15. Attending local events

While we have touched on the idea of sponsoring local events, such as a local sports team, attending community events and getting to know the people within your community is a great way to show your commitment to your community and create relationships that can turn into clients and partnerships.

16. Wrapping your car

If you spend a lot of time driving around your local community, it may be beneficial to take advantage of your driving and turn your vehicle into a mobile billboard. Car wrapping allows you to put your brand and face in front of a wide audience of potential clients every time you get behind the wheel.

17. Creating Eye-Catching Flyers

Despite the popularity of the digital world, many potential clients still prefer traditional marketing tools, such as flyers. AS a loan officer, creating eye-catching flyers that provide valuable information to potential clients is key to success. For example, if you are partnering with a realtor for an open house, consider teaming together to create a flyer that highlights the home as well as potential mortgage financing options available.

18. Utilize Custom Business Cards

A well-designed business card can be a valuable tool for both lead generation and developing referral partnerships. They are an inexpensive way to provide your contact information on the go. You never know when you might run into a potential client or referral partner and having a business card on hand allows you to make a connection that might have been missed.

Find success with loan officer marketing

Effective mortgage marketing strategies are vital to the success of any business, and they are critical to mortgage loan officers. Choosing and implementing the right ones can boost and scale your business. Whether you choose to start with social media, email marketing, blogging, or peer-based tactics, it can help you increase your client pool and get your name out there.

To learn more about effective marketing strategies, check out Good Vibe Squad’s Unfair Advantage™, the mortgage marketing system for loan officers designed to help you generate quality leads. To learn more about how our team can help, call today to book a free strategy call.

Guide to Loan Officer Marketing: 18 Effective Strategies for 2022 is republished from: Good Vibe Squad

Original post here: Guide to Loan Officer Marketing: 18 Effective Strategies for 2022

12 Best Mortgage CRM Software Companies for Mortgage Professionals [2022]

One of the best ways loan officers can help ensure the success of their businesses is by using a mortgage CRM system. Fortunately, there are many different mortgage-based CRMs on the market today, but not all of them are made equal.

Each has certain advantages and benefits that can significantly impact the success of your business. First, however, you need to understand the differences between programs to ensure you’re choosing not just the best mortgage CRM system, but the best one to fit your specific needs.

Key Takeaways

• Understand what a Mortgage CRM platform is
• Compare multiple CRM platforms to find which best suits your needs
• Learn what to look for when choosing the right CRM for your business
• Understand the benefits of a quality CRM platform

What is a Mortgage CRM?

CRM stands for customer relationship management. A mortgage CRM is a software platform designed to help loan officers manage, track, and nurture relationships with all their leads and clients. The goal of a quality CRM is to help organize, increase efficiency, create better time management, and provide an improved relationship with all your contacts.

Top CRM solutions for loan officers

There are many mortgage CRM software systems on the market today. This can make it difficult to narrow down your choices to the best one for you. To help with that process a little, here are the descriptions, features, and disadvantages of the five top CRM software systems on the market today:

1. Velocify

Velocify is one of the top CRM software systems in the world. It has many wonderful features and a large, satisfied client base of over 1,500 companies. Velocify combines a mix of digital marketing, sales, customer service, and top-quality integrated communication services. This is to ensure that their system is the best one to help businesses generate leads, turn them into clients, and speed up the sales process while maintaining customer satisfaction.

Features

• Cohesive sales and marketing dashboard
• Pipeline management
• Data analytics
• Automated email and text message marketing
• Callback calendar reminders
• Integrated mortgage coaches
• Referral management
• Personalized loan scenario presentations
• Intelligent sales workflow

Pricing

Must contact directly for individual pricing structure.

Disadvantages

Pricing is difficult to determine, making this service riskier for smaller businesses.

Reviews

“A premium, flexible Lead Management/CRM solution with cutting edge features, fantastic support and ultra-premium fees and a restrictive pricing structure.”

Capterra Reviews

2. BNTouch Mortgage CRM

BNTouch Mortgage CRM provides users with a fully integrated, digital system that features marketing, analytical, and POS tools. Each of these works in unison with the others to ensure that your business is thriving and growing on the market, outstripping competitors with its many unique features.

Features​

• Price packages for every budget
• SMS marketing automation
• Lead distribution management
• Email marketing
• Proprietary mortgage tools
• Digital applications
• Pre-built marketing content
• Automated and curated social media content
• Integration with LOS, Outlook, Zapier, and Others

Pricing

Pricing ranges from $148/month for individuals to as low as $69/month per user for teams of 10 or more. An activation fee is also required, ranging from $69 to $99.

Disadvantages

• Poor customer service
• Confusing email system
• Steep learning curve

Reviews

“I love that it is user-friendly, and straight to the point. I love the fact that you can set daily tasks and reminders, and keep track of new inbound leads, referrals, etc.”

G2 Software Reviews

3. Jungo

Jungo is another CRM system that specializes in servicing mortgages, lending, and other finance-based companies. It has a cloud-based CRM built on the foundation of Salesforce CRM to provide valuable customization processes that other CRMs do not have.

Features

• Customizable
• In-built templates for flyers, documents, etc.
• Loan document management
• Video email capabilities
• Lead capturing
• Loan referral tracking
• Document collection sending
• Automated concierge packages
• Loan transaction tracking
• Data analytics
• Integration with Act-On, Optimal Blue, and Mortgage Coach

Pricing

Must contact for individualized pricing.

Disadvantages

• High customizability results in a steep learning curve
• Software systems not easy to navigate
• Calculations and conversions hard to input without support assistance

Reviews

“I use Jungo in my everyday work life. It helps me keep up with all my daily tasks, as well as holds all of my past clients, Realtors, prospects, and Mortgage contacts. It helps me stay organized and on top of things.”

G2 Software Reviews

4. Mortgage iQ

Mortgage iQ provides many necessary CRM services for mortgage and lending companies. It is specifically designed with mortgage companies in mind, so it is powerfully equipped in that field where other CRMs with more board service provisions may not be. Mortgage iQ provides users with many helpful tools and strategies to encourage long-term success in their business.

Features

• Lead management
• Marketing services for email, drip campaigns, and more
• Correspondent and consumer direct lenders
• iCloud compatible
• Integrations with Facebook, Five9, Wufoo, and Contact Center Compliance
• Templates and template editor

Pricing

Must contact for individualized pricing.

Disadvantages

• Very small online presence with review sites indicating lesser authority and trustworthiness than some competitors.
• Limited loan and data tracking
• Limited analytics

Reviews

“We can streamline our Mortgage sales and marketing initiatives. The CRM implementation time is swift. Integration capabilities with many applications like Twilio-which will enable us to connect with customers on their preferred channels—anywhere in the world.”

G2 Software Reviews

5. Surefire

Surefire CRM is yet another CRM provider geared toward assisting mortgage loan officers in their daily work. It features many “set and forget” elements in its coding that allow for less human interaction with the system than some CRMs have. This can save officers quite a bit of time and money that they can then use to build better relationships with existing clients and garner new ones with CRM-developed leads.

Features

• Easy-to-use workflows
• Customizable
• Follow-ups with lead generations
• Geographical and other demographic-specific generation techniques
• High-quality customer service
• Easy integration
• Future development roadmaps
• Room to scale
• Automation for most features
• Multi-step campaigns

Pricing

Starting price is $150/month per user, with different pricing tiers available.

Disadvantages

• Lacking quality self-reporting features
• Limited customization
• Steep learning curve due to excess features

Reviews

“Their customer service is top-notch. The system is customizable to the point where each Loan Officer could have their own rules and workflows if you choose to. The number of rules you can generate for specific needs is endless. They are constantly trying to improve their system and take our feedback to the parts of their team that need to hear it. We genuinely appreciate that we can take an idea to them, and they will help us create it inside the CRM. If there is a way to get it done, they will do it. The Top of Mind team has perseverance and a real willingness to help.”

G2 Software Reviews

6. Pipedrive

Pipedrive is a well-rounded CRM designed to be easy to use for everyone. While not a mortgage-industry-specific CRM, Pipedrive offers reasonable pricing options, as well as the ability to add on additional features in order to customize it to meet your needs, such as LeadBooster to help with lead generation.

Features

• Easy to use
• Customizable
• Robust add-on features
• Integrates with multiple applications

Pricing

Pricing tiers start at $14.90 per user per month and they offer a 14-day free trial

Reviews

“Pipedrive shows us everything we need to track any sales pipeline from our marketing department, as well as showing us secure channels to share with our customers through the CRM. The file export tools are exceptional and very powerful so we can take advantage of deals that close early and the system doesn't crash.”

G2 Software Reviews

7. HubSpot

HubSpot CRM offers essential tools for mortgage lenders on a budget. Their basic CRM offering is free of charge, with the ability to upgrade to a more robust CRM with additional features.

Features

• Pipeline management
• Deal tracking
• Company insights
• Reporting dashboard
• Track and analyze activity in real time
• Live chat
• Meeting scheduler

Pricing

Basic CRM is available free, with their Starter CRM Suite priced at $45/month and going up to their Enterprise package for $3,600/month

Reviews

“HubSpot is a simple, yet very powerful tool. On one hand, it is very easy to use for beginners. On the other hand - it provides really rich and powerful functionality for professionals. I learn new stuff every day!”

G2 Software Reviews

8. Shape Mortgage CRM

Shape Mortgage CRM is a powerful advanced mortgage industry software that uses ShapeIQ technology to qualify and score mortgage leads, allowing for their prioritization in your sales pipeline. While it offers a wealth of powerful tools, it is not as customizable as other CRM platforms.

Features

• ShapeIQ technology
• Document management
• LOS Sync
• Campaign Automation
• Mortgage CRM and lead scoring
• Prioritized pipelines

Pricing

$99/month for each licensed user

Reviews

“Shape syncs, advertise, customizes, and provides the best reporting CRM system I’ve used. You can call, text, email, and send out mass marketing all in one on the platform. It is amazing to see the dashboard reports that show leads, prospects, and live numbers. Shape is prepared from intake to closing and the platform is clear cut and customizable to my needs!”

G2 Software Reviews

9. Whiteboard CRM

Whiteboard CRM is the perfect choice for loan officers looking for a way to better guide new leads through the pipeline. With tools such as automated welcome messages, requests, and updates, this CRM aims to ensure you stay in constant contact with leads, helping to nurture solid relationships.

Features

• Offers the Mortgage Playbook providing email templates and automated tasks
• Referral tracking
• Lead aggregate integrations to sites such as Zillow and LendingTree
• LOS integrations
• Team-based texting
• Reports and analytics

Pricing

Pricing is based on total users. The first tier is for a minimum of 3 users up to 9 for $150/month per user while the second tier is for up to 19 users for $125/month per user.

Reviews

“The best part I like about Whiteboard CRM is that it keeps the records of all our clients and helps in maintaining relationships with them by constantly sending us reminders to follow up, the followups can be done manually or else we can automate it as well.”

G2 Software Reviews

10. Streak CRM

While not a mortgage-industry-specific CRM, Streak CRM is made for those using Gmail and Google Workspace, allowing users to track their pipeline directly through their Google system. Unfortunately, this CRM does not integrate with loan origination systems, meaning you will need to utilize multiple systems.

Features

• Google and Gmail integration
• Email tracking
• Sales pipeline management
• Low-cost
• Free option

Pricing

For single users, Streak offers a free option. Solo pricing is $15 per user per month, with the Enterprise tier starting at $129 per user per month.

Reviews

“Seamless interface right inside your gmail with the CRM tools. When a customer emails you, you automatically see everything about that account from your email. Your teammates can see all interactions as well. It's totally customizable and very easy to create your own tools specific to what you want to know and track about customers and the sales process / cycle.”

G2 Software Reviews

11. MyCRM Dashboard

MyCRM Dashboard is a solid CRM platform that integrates with LOS, and offers robust lead management tools, and KPI reporting capabilities. MyCRM focuses its many features on helping you build and nurture strong relationships for the long term through their Connections Program which allows you to set up a series of emails for up to seven years.

Features

• The Connections Program
• LOS integration
• Personalized URLs
• SOC-compliant data center
• Easy to use

Pricing

Contact for individual pricing options

Reviews

“The best thing about MyCRMDashboard is that it's hands-free - a great way to stay in touch with customers without tying up your resources. The ClientTracker generates mortgage leads by scrubbing the national change of address database and CP sends postcards to the new addresses.”

Capterra Reviews

12. Keap

Keap CRM is a sales and marketing automation platform that allows you to easily capture, organize, and track all of your leads and contacts. In addition to providing a robust CRM platform, Keap also offers expert coaching, training, and support to all users.

Features

• Access to a Business Growth Coach
• 24/7 customer support
• Intuitive automation
• Lead Capture
• Business line that connects to your smartphone

Pricing

Free 14-day trial with pro plans starting at $129.month for two users, with a $29 fee per user for additional users.

Reviews

“The vast number of integrations with other solutions makes Keap an excellent resource for creative campaigns and business solutions. From lead management to email campaigns, to VOIP and Gmail integrations, Keap covers all of our specific needs and makes it easy to integrate beyond those immediate needs when necessary.”

G2 Software Reviews

Comparison Table

Mortgage CRM	Features	Reviews	Pricing
Velocify LoanEngage	Cohesive sales and marketing dashboard - Pipeline management - Data Analytics - Automated email and text message marketing - Callback calendar reminders - Integrated mortgage coaches - Referral management - Personalized loan scenario presentations - Intelligent sales workflow	4.3 stars	Contact for individual pricing options
BNTouch Mortgage CRM	- Price packages for every budget - SMS marketing automation - Lead distribution management - Email marketing - Proprietary mortgage tools - Digital applications - Pre-built marketing content - Automated and curated social media content - Integration with LOS, Outlook, Zapier, and Others	4 stars	Pricing ranges from $148/month for individuals to as low as $69/month per user for teams of 10 or more. An activation fee is also required, ranging from $69 to $99.
Jungo	- Customizable - In-built templates for flyers, documents, etc. - Loan document management - Video email capabilities - Lead capturing - Loan referral tracking - Document collection sending - Automated concierge packages - Loan transaction tracking - Data Analytics - Integration with Act-On, Optimal Blue, and Mortgage Coach	4.5 stars	Contact for individual pricing options
Mortgage iQ	- Lead management - Marketing services for email, drip campaigns, and more - Correspondent and consumer direct lenders - iCloud compatible - Integrations with Facebook, Five9, Wufoo, and Contact Center Compliance - Templates and template editor	5 stars	Contact for individual pricing options
Surefire	- Easy-to-use workflows - Customizable - Follow-ups with lead generations - Geographical and other demographic-specific generation techniques - High-quality customer service - Easy integration - Future development roadmaps - Room to scale - Automation for most features - Multi-step campaigns	4.3 stars	Starting price is $150/month per user, with different pricing tiers available.
Pipedrive	- Easy to use - Customizable - Robust add-on features - Integrates with multiple applications	4.2 stars	Pricing tiers start at $14.90 per user per month and they offer a 14-day free trial
HubSpot	- Pipeline management - Deal tracking - Company insights - Reporting dashboard - Track and analyze activity in real time - Live chat - Meeting scheduler	4.5 stars	Basic CRM is available free, with their Starter CRM Suite priced at $45/month and going up to their Enterprise package for $3,600/month
Shape Mortgage CRM	- ShapeIQ technology - Document management - LOS Sync - Campaign Automation - Mortgage CRM and lead scoring - Prioritized pipelines	4.5 stars	$99/month for each licensed user
Whiteboard CRM	- Offers the Mortgage Playbook providing email templates and automated tasks - Referral tracking - Lead aggregate integrations to sites such as Zillow and LendingTree - LOS integrations - Team-based texting - Reports and analytics	4 stars	Pricing is based on total users. The first tier is for a minimum of 3 users up to 9 for $150/month per user while the second tier is for up to 19 users for $125/month per user.
Streak CRM	- Google and Gmail integration - Email tracking - Sales pipeline management - Low cost - Free option	4.5 stars	For single users, Streak offers a free option. Solo pricing is $15 per user per month, with the Enterprise tier starting at $129 per user per month.
MyCRM Dashboard	- The Connections Program - LOS integration - Personalized URLs - SOC-compliant data center - Easy to use	4.3 stars	Contact for individual pricing options
Keap CRM	- Access to a Business Growth Coach - 24/7 customer support - Intuitive automation - Lead Capture - Business line that connects to your smartphone	4 stars	Free 14-day trial with pro plans starting at $129/month for two users, with a $29 fee per user for additional users.

Factors to consider ​

There are many factors to consider when choosing the right mortgage CRM for you. You need to take the time to carefully research your company’s specific needs and find the software that will best meet those needs. To help determine which factors are most pertinent to your work, let’s look at a few specific examples.

• • Integration: Mortgage CRM integration should be a relatively easy, pain-free process. The systems are usually straightforward to understand. If you find that it’s going to take you unthinkable amounts of time to integrate your existing mortgage loan systems, information, and databases with new mortgage CRM software, consider an alternative provider whose system might better match your existing programs.
  • Pricing: Making sure your mortgage CRM software stays within a budget is a key factor in determining which system you end up with. You may be tempted to push your budget to get the best possible system out there, but consider where your company is now. If a cheaper option will work efficiently for you over the next three to five years, carefully consider it before you jump on board with a flashier system that may not work for you now.
  • Ability to scale: As with most things, you want your mortgage CRM system to be able to grow with your business. You may find a perfect program for where your company is now, but how will that same CRM function a year from now? Or five? Will it be able to expand with your company, or will it need to be replaced?
  • Easy implementation: As you’re choosing the right CRM for you, make sure you investigate the ease with which they can be implemented. You don’t want to choose a CRM because it looks great, only to find that working with the system in day-to-day business is too complicated or challenging to keep up with.

Benefits of mortgage CRM

There are many benefits to using a mortgage CRM. Let’s take a quick look at a few of the top reasons you should invest in one today:

• Organization: You can organize your information much more cohesively.
• Automation: Many time-consuming daily tasks can be automated by the system, saving you time and money.
• Customer service: Customer service improves when you’re on top of emails and the information you have. CRMs organize and maintain all of that for you while also offering automated customer service options.
• Analytics and reporting: While CRMs are great at keeping track of vast amounts of information, they are also capable of taking that information, analyzing it, and producing valuable new reports that can boost lead generation and expand the business.

Why do you need a mortgage CRM?

Mortgage CRMs are one of the easiest ways to simplify your workload, manage marketing and client relations, and streamline in-house communication between various clients and projects. However, there are many great CRM providers on the market today, so it can be challenging to choose the right one unless you know what you’re looking for.

If you are looking for a quality CRM along with help boosting your lead generation, the team at Good Vibe Squad and their Unfair Advantage™ program can help. To learn more, book a strategy call today.

12 Best Mortgage CRM Software Companies for Mortgage Professionals [2022] is courtesy of: https://www.goodvibesquad.com

Original post here: 12 Best Mortgage CRM Software Companies for Mortgage Professionals [2022]