Customer relationship management (CRM) software can improve your practice as well as the customer journey. With the right mortgage CRM software, you can streamline operations and nurture stronger client relationships. But there’s a lot of CRM options to choose from. How can you select the ideal product for your lending practice? 

Here are some questions to ask to help you align your digital tools with your business.

1. What Are My Goals?

First, clarify your goals. Are you primarily focused on marketing tools? Customer communication? A self-service portal? Clarifying your needs (or the needs of your customers) will help you identify the software features that matter the most.

2. Does My Mortgage CRM Software Integrate With Other Software?

Are you already using loan origination software (LOS) or accounting tools? You may want to find mortgage CRM software that integrates with your current system. These integrations will improve your overall efficiency and ensure that you have clear access to all of your data.

3. Does the CRM Help Me Manage Leads?

Lead management is a vital part of any lending practice. Top mortgage CRM providers allow you to build a borrower pipeline. You can use your CRM to educate and guide leads as they move toward a final borrowing decision. Additionally, an online portal allows other industry professionals to drop leads into your pipeline.

4. Will I Have Access to Reporting and Analytics?

Lenders rely on data to drive their most important decisions. Make sure to choose a mortgage CRM system that puts your most crucial data at your fingertips. Armed with the right information, you can respond to trends and gain valuable insights in real-time.

5. Is the Mortgage CRM Software Easy to Use?

No one wants software with a dramatic learning curve. Therefore, seek a CRM system that users can quickly learn. This includes the program’s basic features, as well as the more advanced marketing and automation technology.

6. Does the CRM Offer Customized Workflows?

The very best CRM providers let you develop customized workflows. This means that each user can rely on the CRM to guide their most important activities, which boosts the efficiency of your practice as a whole.

7. Can I Use My CRM on the Go?

Make sure your CRM offers mobile functionality! That way, you’re never out of touch with your main office. You can respond to client inquiries, add leads to your borrower pipeline, and more — all from your phone or mobile device!

8. Is My Data Secure?

Data security is paramount in today’s digital world. Choose a CRM provider that offers security features that restrict unauthorized users and safeguard the system’s data.

Get a Closer Look

BNTouch is proud to say that our platform satisfies all of the questions above — and more. Our advanced mortgage CRM software will help you work together as a team and build stronger client relationships. Get a closer look! Contact BNTouch for a demo of these and other features, and learn how you can transform your lending practice.

To learn more, request a demo today!

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