As mortgage lenders field the tsunami of refi volume that has accompanied record-low interest rates, loan originators are struggling to manage the basic borrower communication that keeps loan pipelines flowing and customers happy. To manage unexpected spikes in volume and maximize the workforce efficiency, loan originators need tools that allow
Centralize your marketing using Surefire CRM's admin-driven mortgage marketing model.
Marketing campaigns for banks work best if they tell stories across many channels and bring in a local focus. Automation makes them easier to implement.
SEO for banks is vital. Ranking in local search results is the first step in mortgage lead generation and sets the stage for omni-channel marketing.
Open house flyers remain an important tool in the real estate agent and loan officer toolbox. Be sure to include these components.
Wholesale mortgage software should enable wholesale lenders to grow their business, handle B2B communication, and support brokers’ B2C marketing efforts.
Mass text messaging is a strong tool for mortgage marketers, but it should be used sparingly to maximize effectiveness. Here are 5 times to hit send.
Using a customer-focused marketing strategy to attract and retain clients is an important pillar in a mortgage banker or broker’s overall plan.
Success metrics for mortgage marketing are unique to the industry. Mortgage professionals should measure list growth, closing cycles and revenue.
Company dashboards should provide lenders a look back and a path forward. They can track success metrics for production, performance, marketing and more.