As a mortgage broker, you know that time is of the essence. You need to be able to quickly and efficiently get in touch with potential leads, and then nurture those leads until they’re ready to close on a loan.
But trying to do all of that manually is simply too time-consuming and unsustainable. That’s why you need automation tools in your toolkit.
With the right automation tools, you can quickly and easily get in touch with potential leads, and then nurture those leads until they’re ready to close on a loan. Plus, you’ll be able to free up your valuable time so that you can focus on other aspects of your business.
Here are the top 3 mortgage automation tools mortgage brokers that mortgage brokers need in 2022.
1. Social Media
Most businesses today have some sort of social media presence, and rightfully so – social media is a powerful marketing tool that can reach a wide audience at a relatively low cost. If you’re in the mortgage industry, it’s especially important to make sure you’re active on social media, as that’s where many of your potential clients are spending their time.
But with so many social media platforms to choose from – Facebook, Twitter, LinkedIn, Instagram, Snapchat, and more – how do you know which one is right for your business? The answer lies in understanding your target market and where they are spending their time online.
For example, if you’re targeting millennial homebuyers, you’ll want to be active on platforms like Instagram and Snapchat, as that’s where this demographic is most active. However, if you’re targeting baby boomers, Facebook may be a better choice.
No matter who your target market is, though, it’s important to have a presence on at least one social media platform – preferably two or three. That way, you can reach the widest possible audience and share your mortgage products and services with as many people as possible.
2. Zapier
If you’re like most mortgage brokers, you’re always on the lookout for ways to streamline your business and make your life easier. That’s where automation tools come in.
Automation tools can help you save time and money by automating repetitive tasks, such as lead generation and follow-up. They can also help you keep track of important data and customer information.
Zapier lets you automate tasks by connecting the apps you use every day. You can connect Facebook to Instagram, WordPress to Google Suite, and Microsoft Apps to other productivity tools. This lets mortgage brokers save time by automating tasks they would otherwise have to do manually. For example, a broker could connect their email marketing software to their CRM in order to automatically add new leads who sign up for their mailing list. Or, they could connect their social media accounts to their blog in order to automatically share new blog posts on social media. The possibilities are endless!
3. Konnected CRM
Mortgage brokers who want to nurture their leads for the long term need an automation CRM software like Konnected CRM. It is a tool that automates the tedious and time-consuming tasks of lead capture, email marketing, and follow-ups so that you can focus on what you do best: originating loans.
Many people are hesitant to commit to working with a mortgage broker, especially if they’re not familiar with the process or don’t know how you can help them. That’s why it’s so important to reach out to your potential clients and provide them with the information they need to make an informed decision about working with you. However, contacting each and every one of your potential clients can be an exhausting task.
This is why automation tools like Konnected CRM were created to help you. Konnected CRM gives you the ability to segment your leads so that you can provide them with targeted content that will keep them engaged with your brand. By staying top-of-mind, you’ll be the first person they think of when they’re ready to apply for a loan.
Konnected CRM helps you get connected to your leads across several channels and manage them all in one place. Channels include – Facebook, Google, Text, Email, and Chat Widget. It also comes with all of the essential tools you’ll need to nurture your leads and close sales.
With Konnected CRM, you’ll have everything you need to keep your business conversations going – and closing deals will be a breeze!
Bottom Line
If you want to stay competitive in the mortgage industry, it’s important to invest in automation software and level up your mortgage broker marketing strategies. This type of software can help you manage your business more effectively and get the most out of every potential lead. By automating repetitive tasks, you’ll be able to focus on building your brand and generating high-quality leads. In the end, this will help you grow your business and succeed in the long run.
