News, tips, and tricks for getting the most out of your mortgage CRM

At Whiteboard we know you have questions when you’re hunting for the right software fit for your mortgage business. We know that some LOs and brokers are ready to automate everything possible, while others are leery of letting software take over any of their day-to-day tasks.  

You’re comparing Whiteboard CRM to other mortgage-specific CRMs out there, right? We know it can be tough to compare all of the available options. None of the different CRMs have the same features or use the same pricing matrix.  

Don’t worry, we’re here to help – at least with explaining how Whiteboard CRM is priced and why. When you choose to use our software, we want you to be confident in what you’re paying for and using each day.  

The path from where a person starts to where they currently are is rarely a straight one. Imagine starting out in the world of technology before finding yourself in the mortgage industry, but then pivoting again to become a top-level coach. That seems like a lot, doesn't it?

In the world of real estate and mortgages, an increasing number of interactions is being done online. From perusing listings to applying for mobile mortgages, it’s easier for a mortgage loan officer to find new clients through online contact than any other way.

Automating your mortgage marketing system is a useful way to improve your day-to-day operations. You can improve both your lead management and lead conversion rates through mortgage marketing automation. Plus, it will save you time and allow you to focus on many more important tasks related to running your business. 

What is your marketing strategy for your mortgage business? Do you feel like you have it under control and you’re finding tons of leads? Or, do you feel like the pipeline has dried up? 

According to Slick Text, 292 million people—that’s 80% of the population—use text messages in North America alone and mobile usage has never been more popular worldwide. The best Customer Relationship Management (CRM) software allows you to instantly engage with both potential and existing customers through text messaging. SMS messages are a powerful tool for your automated marketing plan.

One challenging aspect of the mortgage industry for loan officers like you is generating enough leads to keep your pipeline full. However, with a little strategy behind your mortgage marketing, you can generate enough potential customers to flip this challenge around into one of your strengths. 

Mortgage brokers have a lot of impressive skills, we are constantly amazed by the hard work you put into your jobs.

According to the career website Zippia, some of the most important skills for working in the mortgage industry are: 

As you know, mortgage lenders are busy people, and the workload gets more intense with dozens of small tasks to be accomplished each day. In fact, lenders, brokers, and agents regularly end up feeling overwhelmed by the constant tasks and wish something would make their jobs easier.