The life of a mortgage broker often involves finding the ideal balance between providing a great customer experience and optimizing efficiency. With that being said, loan officers are also tasked with generating new leads that will set the stage for future deals. Managing all of these tasks can be challenging, to say the least.
That is why many mortgage brokers are turning to customer relationship management (CRM) software for help. This software provides various tools that will allow a business to streamline advertising and generate new leads.
When it comes to choosing CRM software, you can have your pick between pre-built and custom content. Below, we explain why the BNTouch pre-built content is the ideal solution for
, facilitating communication amongst loan officers, and streamlining the mortgage process.
What is Pre-Built Content?
Put simply, pre-built content includes the framework for various functions and capabilities. It may include simple things like pre-written birthday messages or updates about the local real estate market stats.
These tools can be implemented rapidly. They have been tested thoroughly and are an extremely cost-effective way to connect with leads, clients, and partners.
While the mortgage industry continues to evolve, the core responsibilities of a loan officer remain very similar. Your team is responsible for communicating with clients, generating new leads, converting these leads into deals, and closing loans.
Pre-built content is a great option for mortgage brokers. They have clearly defined needs. The CRM software is curated specifically for the industry and uses a tried-and-true approach to connect with potential clients.
Pre-Built vs. Custom Content
The alternative to pre-built content is to write out marketing materials one at a time. A custom system allows you to tailor your messages and marketing, building them from the ground up.
Custom management systems can be a great option for unique industries, and have not been in existence for very long. However, there are several downsides to generating your own content. Custom campaigns can be:
- Costly to develop
- Time-consuming to create
- Difficult to do without the right graphic design tools