Producing leads doesn’t need to be tough or time-consuming. Right here is how you should utilize the BeSmartee Mortgage POS platform to assist drive high-quality leads on to your LOs.
Are you a mortgage officer trying to drive leads to your origination enterprise with out having so as to add extra to your workload? Do you have to drive high-quality leads, whereas retaining your enterprise operations simple and environment friendly?
The standard strategies for locating and capturing leads embody cold-calling or hiring out lead technology to a 3rd get together, each of those strategies are inefficient and costly. Nevertheless, while you make the most of BeSmartee’s Mortgage POS platform along with its buyer relationship administration (CRM) integrations, you possibly can automate the lead technology course of.
This offers your mortgage officers extra flexibility in order that they’ll concentrate on closing extra loans, in addition to extra time to construct relationships and supply glorious customer support.
Three Methods That BeSmartee’s Mortgage POS Helps Drive Leads for LOs
1. Generate and Seize Leads Mechanically
As an LO, one key to rising your enterprise is to automate duties when it is smart to take action, particularly duties that take time away from working with clients and processing loans. Producing leads is an space you could automate utilizing the BeSmartee Mortgage POS platform.
BeSmartee leverages a number of Buyer Relationship Administration (CRM programs) by gathering leads from CRMs and integrating them into the BeSmartee Mortgage POS platform. This permits LOs to make use of the BeSmartee interface to handle all points of the client acquisition course of together with managing leads, speaking with prospects and monitoring the complete pipeline of consumers.
2. Leverage Third-Occasion Platforms
Automating the lead technology course of begins by leveraging quite a lot of third-party platforms, together with CRMs, and integrating lead technology platforms as properly. BeSmartee integrates a number of third-party platforms together with:
- Insellerate
- Salesforce
- Velocify by ICE Mortgage Know-how
- Surefire by Black Knight
- LendingTree
- LOANTEK by Bankrate
- Zillow
By these partnerships, BeSmartee’s Mortgage POS platform can ingest the entire data from a mortgage or mortgage inquiry and connect that data to a particular dealer or LOs API. The LO can then view the entire data that they want in a single, easy-to-access function referred to as the MLO Command Heart.
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The MLO Command Heart permits LOs to handle all points of the mortgage course of throughout the complete pipeline. This sturdy function additionally permits LOs to create commercials in locations like LendingTree, when a buyer clicks on the commercial the automated course of begins to gather and retailer buyer data by the appliance course of.
All of that is carried out with out the client needing to arrange an appointment or meet with an LO immediately, saving time, cash and the standard frustration that many purchasers really feel throughout a typical residence lending course of.
3. Maintain Your Pipeline Full
For mortgage lenders and LOs, your subsequent buyer is as necessary as your present buyer, which is why retaining your pipeline full is important to rising or sustaining your mortgage lending enterprise. This may be tough in case you are attempting to handle a number of platforms at one time. With the BeSmartee POS platform, you possibly can regularly pull new leads from totally different web sites and platforms, and home them multi functional spot.
BeSmartee’s Mortgage POS platform doesn’t simply collect leads, it’s a full pipeline administration resolution. LOs can handle all points and paperwork related to loans from one easy platform, the place they’ll contact clients and have seamless entry to pre-populated software data.
Though it’s time-consuming, gathering and managing applicant information is essential to the mortgage course of, this information administration can all occur throughout the MLO Command Heart. This protects your LOs time and reduces human error that sometimes happens each time you might be gathering data from clients and transferring it to a separate database.
Roundup
There are various advantages to utilizing BeSmartee’s Mortgage POS platform to handle your mortgage lending enterprise. For LOs, the principle advantages embody:
- Aggregating and including results in your workflow
- Filling your pipeline with high quality leads
- Pre-populating borrower information into the appliance, saving time
If you wish to digitize your mortgage lending enterprise you wouldn’t have to do it alone. BeSmartee might help you streamline your mortgage processes so to be extra productive. To be taught extra, contact a BeSmartee mortgage expertise govt.
