Mortgage Broker

Being a mortgage broker is hard work. Not only do you have to fully understand the ins and outs of large financing products, but you also have to be a great people person in order to close sales. The better sales experience you can provide, the more likely a customer is going to choose your offer over a competitor’s. Unfortunately, like most of us, the quality of our work often suffers when we get really busy. Let’s face it—it’s hard to remember the details of 40+ potential customers all at the same time.

That’s where having a CRM comes in. It’s like having a second brain. Let’s take a closer look at how you can use CRM to be more productive.


Enhance Your Relationships

Selling mortgages isn’t just about the numbers. It’s about the experience. And the best way to provide a high-quality customer experience is to get to know your customers. That often means talking to them in-depth about their life, their goals, their dreams. This can help you not only understand their needs but also to develop a relationship that will keep them coming back in the future as well as refer you to others. The cool thing is that a CRM system can help you keep track of all these details. So, when a customer calls you in 5-10 years to refinance, you can remember to ask them how their daughter “Sally” is doing, for example. Having this level of detail about your customer’s life at your fingertips will go a long way to personalize the experience, and they’ll be sure to remember that you remembered something important about their life.


Automate Phone Calls

Ah, the old smile and dial: The mortgage broker’s daily chore. It can be downright exhausting to make phone call after phone call. But one of the cool things about CRMDialer is that you don’t have to do the actual dialing. Using our mortgage power dialer, call sheets can be blown through much faster, making that portion of the day both easier and more productive. What’s more, you can schedule follow-up calls and have them pop-up in your to-do list when it’s time.


Manage All Your Customers’ Documents

Too often, important documents sit in our email. That often results in delays, missing information on applications, and more. However, with a CRM, missing or lost documents can be a thing of the past. Quickly and easily manage all your clients’ documents in the CRM, making sure that everything is together and accessible to you at all times. What’s more, CRMDialer allows you to request and receive e-signatures for all of your contracts directly from the software, and it’ll save it directly in your customer’s file. That means you’ll never have to bounce around from platform to platform wondering where the signed versions are because everything is in a central location.


Want to learn more ways a CRM can boost your productivity? Contact us for a demo to see all the features CRMDialer offers to make brokers like you the best in the business.