Mortgage CRM Software,
Do Something Different

Mortgage CRM software is utilized, but mostly under-utilized, by mortgage brokers and mortgage lenders.

Here are some creative and amazing ideas on how to jump start your Mortgage CRM System to create the successful business you ultimately want:

  • A unique selling proposition for a mortgage broker that most people rarely know is the fact that you really should have a broker PRIOR to looking for a home. 

Having a broker prior to, allows the buyer to know how much they can really afford, what their house payments will be all before they go looking for a home and fall in love with something they can’t afford or something that would challenge their budget. With that said, become good acquaintances with some real estate agents

  • Bring in a guest speaker for the day and send for real estate consultants in a limo to pick them up. This gives the perception that you are willing to invest in their success just as you are in your own

Host a seminar on the loan process for consultants and buyers. Inform the attendees about obtaining a mortgage: why the process takes so long, what the different fees are, and about why obtaining a loan costs so much money

  • Offer rebates with loan purchase. If a client feels that they will get something back, they will be more likely to come to you

Host a party for past clients to bring family and friends to answer any questions. This creates a sense of like-ability because people will do business with those that they know, like, and trust

  • Offer gifts for filling out the initial loan documents. More than 50% of clients that fill out initial forms become full clients

Use your Mortgage CRM Software to send cards with gifts such as debit cards, food coupons, or travel certificates as a way of saying thank you and appreciation of business

  • When interest rates drop, send out cards for refinance or those looking to refinance.This keeps you at the top of their minds if they do decide to need those services

Send lunch invitations to Realtor. Having lunch with them is about creating a relationship

  • Offer referrals to Realtor in the form of cash or high-end items

Take pictures with clients that have closed on a home and send them a thank you card with the picture attached. This solidifies you as “their” broker

  • Write articles about mortgages and those that contact you, collect their information and send them out cards on special occasions, ie, birthdays, holidays, or special promotions. Again, this helps you build a relationship with people that you come in contact with

Use your Mortgage CRM Software to send out cards to local insurance agents offering free loans for themselves or family members for every 2-4 referrals that leads to a loan

  • Send real estate agents birthday cards to show that you care. How many birthday cards do you receive on your birthday?

Give them a vacation certificate once they close on their loan. Vacations are perceived as high value and creates an experience that creates a lasting impression of you if they have an enjoyable experience while vacationing. Again, this creates like-ability and trust with your clients, your ultimate goal

Mortgage brokers are definitely in the relationship building business due to the fact that completing loans for clients is such an arduous task that it rarely leaves time to go out and prospect.

So if you have clients coming to you from referrals from other industry professionals, it makes you job and life a lot easier.

But remember, no amount of rewards or incentives can ever replace the need to provide great customer service.

If you are interested in using some of the ideas found here or anywhere on this site, or are interested in obtaining a Mortgage CRM Software System, and you need help getting started or have questions, please feel free to contact us.

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"Thank you so much for sharing this wonderful site with me. ... This system has helped me stay in contact with my clients which results in more sales!! I opened a new business account and did two home equity lines of credit! This system is already paying for itself, and I look like a HERO! THANKS A MILLION!"
- Christina L.
Personal Banking Officer

“I would recommend this program to absolutely anyone because it has definitely created loyalty! There is so much competition in larger cities and when we opened our second location in Burlington, IA we needed to do something to set our bakery apart. I can think off the top of my head at least 15 customers who eat here 4 days a week just because of the card, where as before they would come only once a week. It has really worked well for us and has created a word-of-mouth to where we don’t even have to “sell” it anymore. It has been a win-win for both our business and our customers.”
* Martha Wolf
The Ivy Bake Shoppe & Café