4 Ways to Simplify Your Life With a Mortgage CRM

The mortgage industry is a competitive one, where every opportunity counts. The days of simply waiting for borrowers to come to you are over. Today, it’s all about being proactive and getting ahead of your competition by implementing a smart mortgage CRM system and putting it to good use. Here are four ways that you can get started with this process.

Automate follow-ups and create a drip marketing campaign

Drip marketing is a great way to automate your marketing efforts. It’s a powerful tool for building relationships with prospects and moving them through the sales funnel at a steady pace. The best part is that you can use it for almost any type of business—not just real estate.

Drip marketing campaigns are an excellent way to stay top-of-mind and build lasting relationships with your leads by delivering content regularly. With mortgage CRM software, you can send out emails in advance of appointments, after they’ve left their information, and even when they’re months away from closing. This will keep you top-of-mind to your clients without having to remember that you exist or forcing you to try to come up with new ideas every week.

Track your opportunities

As a mortgage company, you’ll have several opportunities for new leads and existing customers. Keeping track of these is important to make sure that your business stays on track and doesn’t miss out on anything. Mortgage CRM software helps you keep up with the many different types of opportunities that may come across your desk at any time:

  • Leads—Potential customers who have expressed interest in buying a home, but are not yet ready to apply.
  • Current customers—Customers who have previously purchased or refinanced with you, as well as those on an existing account.
  • Existing loans—Loans that borrowers have already applied for with other lenders but haven’t closed yet.

Improve communication with your team

Many people find that a lack of communication is one of the biggest challenges when working with their team. This can cause delays and errors, which are both costly and stressful.

Fortunately, there are simple ways to improve communication within your company. You should start by utilzing a mortgage CRM system that allows you and your team to keep track of all interactions with customers or clients. Then, you can use this information as a foundation for more effective collaboration between coworkers in different departments.

For example, if someone on the sales team has been working with a customer for several months and they need help from another colleague in customer service, it might take them some time before they remember what project the customer was working on or who else might be able to assist them now that they’re back in touch again after some time apart. But if everyone’s contact information is stored in one place where everyone has access—then this won’t happen because every action taken will be recorded electronically rather than relying solely on memory alone.

Make the most of your time

Use your mortgage CRM to track the sales process and make sure you’re always complying with regulations. If a customer is coming in for pre-approval, use a workflow to send an email or text message to your team members who will be assisting them through the process. This will help you make sure you have all the information needed so that everything goes smoothly.

Improve communication with your team by using tags and notes as much as possible so everyone is on the same page when it comes time for processing paperwork or closing deals. Create drip marketing campaigns based on specific criteria from prospects such as location, property type, or budget range which can help increase conversions rate and help you spend less money getting more customers.


While the mortgage industry has always been a demanding one, it has never been more so than it is now. That’s why it’s important to take the time to find out what your options are when it comes to mortgage CRM software, and how you can use them to streamline your workflow and improve customer service. From an experience working with both large banks and small lenders alike, you know that there are plenty of ways in which this technology can make all of your lives easier.

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