The current mortgage market is becoming more competitive due to a number of factors. In order to thrive in this fiercely competitive market, a mortgage company owner needs to maintain constant communication and engagement with their borrowers. A client engagement platform can help in this situation. These systems’ capabilities, which range from marketing to scalability, enable them to offer mortgage experts the greatest number of benefits. Let’s first go over the features that these professionals should consider before choosing a mortgage CRM system, before delving into the specifics of the best customer engagement platforms that these professionals may employ.
Aspects to Consider Before Choosing a Customer Engagement Platform
- Multichannel Communication
- Automation
- Integrations
- Customer Segmentation
- Analytics and Reporting
- Real-Time Engagement
1) HubSpot
HubSpot is superior when it comes to email marketing. For efficient client involvement, mortgage professionals can utilize it as one of the best mortgage CRM systems available. It offers a wide range of templates and facilitates detailed tracking as well as automated scheduling. The feature set and price of HubSpot make it a top option for mortgage lenders.
It can record calls that result in transcripts and integrate with any customer service hub thanks to the VoIP calling system. This specific hub facilitates connection building with a service portal, video blog, and information base. It also provides a large selection of email marketing solutions that will raise client engagement. If your company wants to improve customer engagement, you can book a demo with us.
2) Botsplash
Botsplash places a high priority on turning leads into satisfied clients. It achieves the same by ensuring that every lead is handled skillfully by your mortgage company. Numerous mortgage companies have benefited greatly from Botsplash’s assistance in increasing their conversion rates thus far. Because it enables a mortgage company to efficiently manage customer interactions, it is also among the finest mortgage CRM platforms.
This platform offers a wide variety of methods for contact, from multi-agent chat (which allows for real-time help) to CRM integration. Customers get from a streamlined experience as a result. By connecting with potential borrowers, you can gradually build trust and conversions through the corresponding omnichannel approach.
3) Zoho CRM
Zoho CRM is the best when it comes to multichannel customer management and customer interaction. In addition, it offers functions like client communication management, email thread import, and phone integration. Taking notes, setting reminders, receiving missed call alerts, and more are a few of its extra capabilities. One of the greatest mortgage CRM platforms is Zoho CRM because of all these capabilities that improve client connection.
Its feature-rich, scalable system benefits loan officers, mortgage companies, and independent contractors alike. Its free plan works for both new and small mortgage companies. If you would want to improve the efficiency of the mortgage industry, please contact us for a demo.
4) Salesforce
Building robust client relationships is now simplified with the help of Salesforce. Its cloud services provide features namely contact management, lead capture, etc. that help establish powerful customer relationships. Besides, its financial services focus on maintaining borrower transparency. It accomplishes the same by providing a comprehensive view of their finances. Moreover, it expedites loan approvals via automation and also simplifies the customer experience over different channels.
Integrating its features into your mortgage CRM software will help you customize interactions for improved customer engagement. Note that the initial setup of this platform needs time and it can be challenging to navigate legacy systems. However, users admire its appealing user interface, efficiency, and customizability.
5) Velocify
This cloud-based program was specifically designed with mortgage brokers in mind. It offers a plethora of options that streamline the entire mortgage procedure. Its capabilities, which include call management and automation, all assist you in streamlining the client experience.
First and foremost, a lot of people have praised its user interface, which offers several views for communication and performance tracking. The customizable callback calendar and voicemail functionality are two of the most well-liked features. Given these features, Velocify appears to be among the best mortgage CRM platforms available in this cutthroat period of the market. Additionally, Velocify effectively manages lead nurturing, which raises customer engagement. It is therefore quite advantageous for any mortgage broker.
6) Shape Mortgage Software
The aforementioned platform incorporates diverse features intended to assist mortgage professionals. It focuses on various domains including marketing, sales, integration of loan origination mechanisms, etc. Therefore, it is renowned as a comprehensive solution that mortgage professionals can use.
It serves as reliable mortgage CRM software due to its capability to effectively integrate CRM. It also supports cloud calling-based features namely texting, call recording, etc. to promise seamless communication during the mortgage process. By requesting a demo from us you can determine the perks of using a customer engagement platform for your mortgage business.
7) Insellerate
The use of AI by Insellerate elevates it above other mortgage CRM tools for client engagement. Making use of its sophisticated features enables mortgage lenders to interact with potential customers more effectively. Following the presentation of insightful data gathered from client records, the platform helps a specific mortgage company increase sales productivity. A comprehensive analysis of customer data indicates that a mortgage company may quickly identify both good and bad features in order to increase client engagement.
Conclusion
The choice of an effective customer engagement platform is vital to ensure customer satisfaction and business growth. Taking into account the business goals and budget will let you opt for the most suitable platform. Instead of choosing a one-size-fits-all solution, make sure to find the perfect platform to make the most of your mortgage business’ potential. You can integrate a preferred customer engagement platform into your mortgage CRM systems for business growth. Read more:
Author: Lead Pops
In the mortgage business, there are several different conversion opportunities you'll need to pay close attention to if you want to optimize your marketing ROI and cost per funded loan. That's why rebel iQ created the first and only conversion-focused digital marketing platform in the mortgage industry. Our expertise is in developing end-to-end, compliant, secure, and effective digital customer acquisition solutions for mortgage originators + their referral partners. We'll work with you and your team to create a customized, future-proof growth plan and implement systems designed to help you close more loans through both consumer direct and B2B referral channels.
