A Mortgage Broker Software Must Provide 3 Different Types of Communication Features!
Communication is essential in this industry. So, you will need a mortgage broker software that provides you with tools and features for at least 3 forms of communication. The best options that a broker CRM software can provide are:
• Power dialer. It is one of the best tools that your company can use. A power dialer must include features like queuing and automatic dialing. This will help your employees to streamline their selling efforts and save time from calling the clients manually, one by one. Keep in mind that there are large differences between the software that you will find on the market. So, you need to do some research and find the one that provides you’re the best tools and offers for your company's needs.
• Email marketing system. The second form of communication is through email. There are many uses for this type of system. The first one is for marketing purposes, like gaining trust through content or keep the leads warm through regular emailing. But you can also try and send promotions to your email list and increase your sales volume. So, an email system that can automate the sending of the email and maybe provide some templates that you can use will be a great help for your company.
• SMS communication system. The last form of communication tool is an SMS system. The best use of this system is for appointments. A reliable broker CRM software can be used to automatically remind your company’s clients about their appointments. And this will reduce the number of missing clients from appointments. Your clients will also have the possibility to reschedule their appointments through a simple SMS. So, your employees will know when the clients will not show up beforehand. This will help them avoid wasting time that can be used for other clients.
The Mortgage Broker Software Must Provide You with Scheduling Tools!
The bigger your company grows, the harder it will be for your employees to keep up with their schedule. They will have more potential clients to manage, and mistakes will be easily made. But a reliable mortgage broker software can help you help this problem. There are 3 scheduling tools that it must provide to help your employees and your company to grow faster.
• Calendar. The first one is a customized calendar. Your employees must be able to note every appointment that they will have as well as details about each client. This feature is essential to help your team remember their clients before meeting or calling them. Also, they can use the power dialer together with this tool to create the schedule for a full day in a few minutes. The efficiency and productivity of your company will rise drastically through the use of these tools. IF you already use another calendar tool, then make sure that the software allows you to integrate it.
• Tasks and appointments. You will also need an easy to use and manage the appointment board of the broker CRM software. Your employees must be able to create a thorough schedule with as little effort as possible. This will help them be more efficient and waste less time between appointments. This tool must also be easy to use in combination with the SMS or email remained software. If you do a little research, then you will be able to find tools that will allow you to do everything from a single page. Reducing the wasted time even more.
• Reminder features. This feature can be separated or in combination with the automated appointment reminders. But its use is focused on your employees. They can use it to remind themselves about the tasks and appointments that require punctuality. So, even if they didn’t finish a task, they will be reminded about the critical ones that need to be taken care of immediately. It is very easy to get engrossed in an activity and be unable to remember about appointments while being engrossed. But these situations can be avoided with this type of mortgage broker software.
Marketing Tools That a Broker CRM Software Must Provide!
Besides the tools mentioned above, that can be used for marketing, there are 2 more features that a broker CRM software must contain. And they will help your company increase the number of leads and the conversion rate. So, it is essential to ensure that the software that you will choose contains them. Keep in mind that every company is different. And you should use the information from this article as a guideline to find software that can cover as many of your company needs as possible.
• Visitor tracking. Nowadays, almost every company has a website. And this is the best method to get new leads and customers. But having success online is not easy. The competition is big, and you need to create advantages for yourself. So, you should use a broker CRM software that allow you to track all the activities made by the visitors. Why? Because you can use that information to optimize your website and convince more of your visitors to subscribe and directly use your services. Doing this will help your company grow at an increased rate because of the increase in clients and profit that your company will make.
• E-signature. Another tool that will help your company improve its marketing results is e-signature. Having the ability to make deals from long distances is essential. Especially when the industry of your company requires a lot of documents to be signed. Instead of wasting the time of your employees and that of your customers, you can use this feature of a mortgage broker software. Not only will it increase the efficiency of your team, but your customers’ satisfaction will increase. Convenience is a very powerful marketing tool. And this method allows your company to make use of it to increase the conversion rate of your leads into customers.