The recent years demonstrated a substantial change in the mortgage marketing industry. Presently, digital marketing assists the industry in several ways. One of the prime reasons is the increasing adoption of digitization for marketing the services being offered. For both mortgage companies and mortgage brokers, mortgage marketing is inevitable. In its absence, these professionals can’t survive the competition. Let’s first get an overview of the meaning of mortgage marketing tools and then have a look at the top mortgage marketing platforms that ensure success for financial institution marketers.
Mortgage Marketing Tools: Overview
These are the specialized digital platforms/software explicitly designed to help financial institutions and mortgage lenders attract and retain clients. They make lead generation more impactful, simplify communications, accelerate lead conversion, and make the customer communications flawless. The mortgage marketing tools are also renowned for efficiently handling client relationships. Book a demo from us to get valuable insights on mortgage marketing.
Topmost 5 Mortgage Marketing Tools
1) BombBomb
One of the best and most reliable mortgage marketing tools is BombBomb. Popular as a kind of video marketing tool, it enables loan offices to serve their clients with personalized videos (via emails). Generally, lenders employ the features of this tool to make their outreach efforts more impactful and insightful. Furthermore, it assists them to include videos into emails for better engagement. Customers can use this tool to assess how effective their video campaign is.
BombBomb is highly suitable for those financial institutions aiming to stand out by establishing personal brands for their loan officers. It comes in handy for loan officers determined to establish discerning customer relations. The tool offers in-depth insight into how users interact with the videos and subsequently enables enhanced follow-up tactics.
You can easily integrate BombBomb with leading CRM systems and email platforms. So, it can easily assimilate into the existing workflows of your business. The built-in automation tools help you set up drip campaigns with the assistance of video emails. So, BombBomb saves you time and ensures consistent communication.
2) Total Expert
Financial institution marketers aiming to drive more customer engagement and looking for an automation platform can find Total Expert quite useful. It not only gains you more leads but also makes the overall communications automatic. These two aspects are inevitable for mortgage marketers dedicated to supporting their loan officers.
It buttresses conversions and drives customer engagement. Besides, it assimilates data analytics to make team collaborations more impressive. This is accomplished by streamlining workflows and looking after brand consistency.
Another reason why it is regarded as one of the top mortgage marketing platforms is that it automates iterative marketing tasks like posting on social media, email campaigns, and communication. Hence, it leads to continued engagement with previous and new clients. The built-in tools assist loan officers in closing mortgage deals for more profits. Request a demo from us to streamline your mortgage marketing efforts.
3) Homebot
When it comes to boosting client engagement for financial institutions and loan officers, Homebot comes into play. It ensures client engagement by benefitting homeowners with tailored insights regarding their home financial decisions. It helps homeowners decide how to get more revenue from their assets.
The corresponding mortgage marketing system identifies leads all set for transaction. It also maintains the existing relationships to ensure the interactions stay valuable. Generally, Homebot is best suitable for those financial institutions aiming to have client retention and high engagement rates.
It uses various types of content as benchmarks to inspect customer engagement and consequently prepares behavioral data. The corresponding tracking is done after recognizing the customers’ intent i.e. refinancing options or purchasing a new home. So, the relevant data assist mortgage professionals obtain more leads and profits.
4) Mortgage Coach
Mortgage officers and even clients can use this tool to make better mortgage decisions. It presents engaging, tailored presentations showcasing different mortgage loan options. By assessing such options, the borrowers can comprehend the lasting impact of their mortgage decisions.
It is one of the renowned mortgage marketing tools because it helps mortgage loan officers easily understand complicated mortgage data. The visual presentations created by the tool aptly depict the consequence of diverse mortgage options. They are tailored depending on the mortgage option and the client.
By providing educational content, it lets loan officers recommend their clients regarding the mortgage process. Book a demo from us to thoroughly understand key aspects that ensure successful mortgage marketing.
5) Zapier
What makes this mortgage marketing system unique is that it is a web-based automation tool. It seamlessly connects different online applications and services to automate iterative tasks. Its stand-out aspect is that it does not need coding. Using actions and triggers, it creates workflows that are also known as Zaps to let clients make cognizant mortgage decisions.
The tool automates following tasks:
- Delivering welcome emails to clients
- Setting up follow-up reminders
- Showcasing the recent lead statuses within CRM systems
These aspects help loan officers to better focus on client engagement and ultimately get more leads.
The tool competently amasses data from a myriad of sources. Henceforth, it benefits loan officers with in-depth reports and analytics on various aspects like lead generation, analyzing campaign performance, and driving improved customer engagement. All these aspects eventually help clients make better decisions.
Conclusion:
Mortgage lenders, brokers, and financial institution marketers can stay competitive by using any of these mortgage marketing tools. These tools help them foster robust connections with clients, generate more leads, and boost conversion rates. Also, they keep them knowledgeable about the trends in the mortgage industry.
