There are 5 Surefire Ways a Home Loan Agent will drive their business into the ground, and if you’re one of them, you should read this article. We’ll go over CRMs, Automated Text Message Campaigns, and Open House Intelligence. But before we get into those, let’s take a closer look at the home loan agent role.
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Surefire CRM with Home Loan Agent
The functionality and price of Surefire CRM for home loan agents depend on several factors, including the number of users in a group. Surefire can help small, independent mortgage agents improve their retention and drive new business.
Its award-winning content lays the groundwork for automation of communications and workflows throughout the mortgage process. It includes a customizable, fully-integrated web-based CRM, and a host of free tools to help you grow your business and improve your service.
The functionality and price of Surefire CRM are comparable to those of other popular CRM systems for mortgage lending. The price of Surefire is $150 per user per month, with a price break from 30 to 140 users.
Surefire also has a one-time setup fee. Top of Mind’s Surefire CRM is a popular CRM for mortgage loan agents that has been in the industry for more than a decade. Surefire comes with a foundation set of features and offers additional functionality as a team grows.
Top of Mind’s Surefire CRM is a popular CRM option
For mortgage providers, including mortgage brokers, mortgage companies, and banks. Besides a robust CRM suite, this solution offers a custom-built LOS that manages lead generation, loan processing, and campaign marketing. LOS integrations are also available. The application also provides marketing automation functionality. It can help mortgage providers streamline their data and improve customer loyalty by leveraging data insights.
The Surefire CRM for home loan agent helps mortgage lenders to track customer information. It also helps them to monitor the qualification process and follow up with leads. The CRM also allows them to create dedicated web pages for each property,
pulling from the MLS, and handling SMS/Text lead capturing virtual tours, and Craigslist listings. By combining customer data with client information, it is possible to streamline the mortgage process and boost your business.
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A Good CRM can automate marketing communications
It should provide the loan agent with detailed information about each customer. The CRM should also include a reporting center where the loan officer can access information about a client. Further, the Surefire CRM also features customizable marketing materials, allowing the loan officer to respond to any inquiries quickly and effectively. Once the client has submitted a loan, the software will follow up automatically with the customer and provide regular updates.
Surefire Single Property Websites
Creating a single property website is a great way to attract more eyes to your listings and build leads. Single property websites are useful for luxury homes and older homes, as they can showcase unique features.
You will need to familiarize yourself with the website building process to get the most out of it. Make sure to incorporate a wide variety of media to showcase the home. After you’ve made your site, you’ll want to add social media profiles and email flyers.
Single property websites should be mobile-friendly. You need to ensure that your site looks great on both desktop and mobile devices. A content management system and a theme that automatically adjusts for any screen size will help you build the best single property website possible. Don’t forget to create a memorable domain name and a contact form so that people can easily get in touch with you. This will ensure that your leads come your way.
A single property website built with Surefire CRM also lets real estate partners use the system to increase leads.
The system includes award-winning content, as well as eye-catching flyer templates. Open house flyers feature a home loan comparison section with four customizable scenarios. Veterans and those living in rural areas can use the USDA loan comparison option. These flyers can be branded and distributed via Surefire CRM.
The Surefire single property website is a powerful tool for home loan agents. The CRM platform helps home loan agents advertise loan products to qualified prospects. Optimal Blue provides accurate interest rate information for prospective homebuyers.
Optimal Blue researches different scenarios for prospects to ensure they are getting the best possible price. These two systems help real estate agents and home loan agents get mutual business. A single property website with this functionality will increase your sales.
In addition to single property websites, Surefire also provides CRM-based functionality that enables participants in the loan process to communicate and share updates. Users can educate borrowers using dynamic content and videos.
The system also helps lenders create custom workflows to guide borrowers through the entire loan process. And with the Surefire platform, lenders can customize marketing campaigns to fit their needs. So, get ready to expand your business!
Automated Text Message Campaigns with Home Loan Agent
For an effective automated text message campaign, mortgage lenders need to integrate best practices in marketing text messages to ensure a smooth home buying journey for their prospects.
Go CRM’s text marketing software helps mortgage lenders use 8 sales-text message scenarios, follow-up text messages, and more to convert prospects and move them further down the sales funnel. The key is personalizing every text message and tailoring the individual prospect’s content.
First of all, the campaigns should clearly identify the sender. This will ensure that each message is more relevant to the intended recipient, and may avoid being categorized as spam. Another important consideration is scalability.
Using the same campaign to target hundreds of thousands of potential clients requires flexibility. For example, SMS text messaging can be run on different SMS platforms. Another important feature of mortgage marketing is its ability to scale.
The best services allow for scheduling your texts weeks in advance
With this flexibility, you can send relevant messages at optimal times. You can even use polls and surveys to collect feedback from your customers. In addition, most text messaging services offer the option to send texts through a landline phone number.
This feature is particularly handy in situations where a home loan agent might be absent. With the help of automated text message campaigns, you can focus on closing more deals.
The statistics prove that SMS has a high open rate. According to Slick Text, 98% of consumers open SMS messages. For this reason, companies should focus on building their subscriber lists and segmenting them.
Once you have this information, you’ll be able to create automated text message campaigns with a home loan agent. The possibilities are endless. If you’re ready to get started, sign up for a free trial and see for yourself how effective it can be.
