5 Ways To Boost Customer Engagement With A Mortgage CRM System

A fully committed mortgage customer will most likely recommend you to a friend. They will be more likely to return to you for future services.

The tools in your CRM system can keep your customers engaged throughout the lending process. Here are five ways to use mortgage CRM systems to boost customer engagement.

people_message_bubble_04__Converted__generated was created

1. Provide quick answers with live chat

Live chat features make site visitors more interactive than any other communication channel.

An estimated 63% of customers are more likely to return to a website with a live chat option. After all, many visitors come to your site looking for answers. Live chat provides the convenience of a website with the one-on-one attention of a customer service representative.

The responsive chat feature will attract new visitors and keep them coming back for more.

2. Stay connected via an online portal

A web portal is basically a two-way communication system. Borrowers can use it to track their progress and complete basic forms. Meanwhile, lenders can use it to send messages and update customers on the status of their loans.

The best mortgage CRM systems allow you and your clients to access the portal on their mobile device. With a secure app, customers can connect with you and stay connected through every step of the lending process.

3. Send automatic updates

An online portal is just one way to stay in touch with your customers. Mortgage CRM systems also feature automated email and even text messaging tools. With these tools, customers can receive regular updates about the status of their loan application.

These updates can also keep the process moving forward. If there’s a problem with the app, you can quickly alert customers to get back on track.


4. Create unique explanatory content

It is said that a picture is worth a thousand words. This is certainly true of mortgage customers.

Mortgage CRM systems allow you to create explanatory content, such as:

  • Graphs
  • blog posts
  • Market updates
  • Custom videos

This content will explain more about what the lending process can look like. This is a great way to engage new mortgage customers as your explanatory content will let them know what to expect as they move through the lending process.

5. Get feedback through surveys

What is the best way to measure customer engagement? Just ask them. Our mortgage CRM platform allows you to design and distribute customized surveys throughout the lending process.

Not only will you learn from your customers, but you will also get testimonials and reviews that will help you attract new customers. You can post positive comments on your website or social media channels.

Keep your customers engaged

A quality CRM system can take your lending practice to the next level. The BNTouch platform provides collaboration tools for you and your team, as well as marketing features to help you foster strong customer relationships.

See these features for yourself. Contact BNTouch today to schedule a demo and discover a whole new way to keep your customers engaged.

To learn more or schedule a demo, contact BNTouch today.

Request a free demo

Source link

Leave a Comment