Discover the ultimate resource for mortgage brokers looking to succeed in a competitive market. The “Mortgage Brokers’ Survival Guide” from Surefire℠ CRM and Mortgage Marketing Engine by Black Knight provides valuable insights, tools, and strategies to help brokers navigate a crowded industry and build a thriving business.

Explore how to understand the competition, define a unique value proposition, build strong customer relationships, leverage technology, and develop a comprehensive marketing strategy. With the right tools and tactics, brokers can thrive in a competitive market and achieve lasting success.

Click here to download: Mortgage Brokers’ Survival Guide: Tips and Tactics for Navigating a Competitive Market

You’ve invested in a mortgage customer relationship management (CRM) platform. You’ve taken the time to implement and integrate the solution with the rest of your tech stack. You’ve trained your loan origination and marketing teams to use the system. After all of that time, money and effort spent, don’t you want to be certain you’re getting the most out of your marketing technology investment?

A mortgage CRM is much more than a storage tank for borrower data. With the right maintenance, omnichannel automation and performance tracking, mortgage professionals can maximize profitability by developing closer, long-lasting relationships with the consumers and referral partners that sustain their pipelines.

• How a mortgage CRM supports lead generation
• The benefits of a post-close mortgage CRM strategy
• Adding value to referral relationships with a mortgage CRM

Click here to download: MORTGAGE MARKETING ESSENTIALS: Stay Connected with a Mortgage CRM System

Struggling to generate leads in the challenging 2023 housing market? Check out this quick guide on essential lead generation tactics and technologies for mortgage professionals.

From evaluating the value of your existing database to leveraging an automated mortgage CRM to engage with prospects, borrowers, and partners, this article offers actionable tips for charting a clearer path to success. Don’t miss out on valuable insights for growing your real estate network and staying on top of every deal with powerful mortgage CRM features.

This quick guide includes actionable tips for:

• Automating communication with your leads and prospects
• Prioritizing building and nurturing relationships
• Monitoring credit pulls, rate changes, and property listings
• Growing your real estate network by demonstrating your unique value
• Delivering timely and informative content that offers tangible value
• Engaging with specific types of leads

Click here to download the quick guide- Mortgage Marketing Essentials: Lead Generation 101

NFM Lending launched an influencer division to strengthen its connection with prospective and existing homeowners while increasing brand awareness and sales. To make influencer outreach scalable, the company incorporated Surefire CRM’s Power Video feature into its influencer marketing strategy, which makes it easy to record and send videos to clients, prospects, and referral partners at scale.

In a market where many lenders are struggling to keep sales pipelines flowing, NFM’s influencer channel has generated thousands of leads every month on a lead-buying budget of zero.

Click here to download the case study: Generating Thousands of Leads a Month on a Lead-Buying Budget of Zero

Data is everything in the world of mortgage lending. However, even the most robust customer databases are only helpful when wielded effectively. Without careful relationship management, balls can get dropped and loans can get lost, leaving room for competing lenders to swoop in and save the day.

A modern mortgage customer relationship management (CRM) platform can help alleviate the time-consuming burden of homebuyer outreach — from responding to inquiries to progressing loans through pipelines and maintaining solid relationships with past borrowers.

This quick guide covers:

• What a mortgage CRM is
• Mortgage CRM components
• Why a mortgage CRM is an essential tool for lenders

Click here to download the quick guide: MORTGAGE MARKETING ESSENTIALS: Customer Relationship Management

Loan officer recruitment is a crucial piece of the mortgage marketing puzzle, but it can be challenging to attract the right talent. In a market where purchase originations are down, lenders need to lean into marketing strategies that showcase their organization’s values and the ways they support employees to attract quality talent.

If you’re struggling with LO recruitment, download our eBook, “Overcoming Pain Points in Mortgage Loan Officer Recruiting.” This eBook provides valuable insights into developing a cohesive outreach that will be most effective for attracting top talent, building a recruitment marketing plan, finding the right people for the job, and differentiating your organization with technology.

With the right automated mortgage marketing and customer relationship management (CRM) solutions, even small mortgage shops can support their origination teams with top-of-the-line technology. A CRM platform is the best tool to help hiring managers streamline and automate the recruitment process. Lenders that invest in mortgage marketing technology are more attractive to prospective hires because hardworking LOs need modern tools to manage their heavy workloads.

Don’t waste hours conducting interviews with LOs that are ill-equipped for the job. Download our eBook today and learn how to attract the best talent to your organization.

Click here to download: Overcoming Pain Points in Mortgage Loan Officer Recruiting

Despite its many benefits, some mortgage finance organizations have still not invested meaningfully in marketing automation and text message marketing. Seems counterintuitive, doesn’t it? After all, marketing experts have long argued that campaigns are very effective when they meet consumers where they are, which is on their mobile devices.

This guide outlines what lenders should consider to help make their investment in text message marketing and marketing automation truly meaningful to their mortgage business.

Click here to download: A Lender’s Guide to Meaningfully Investing in Marketing Automation and Text Message Marketing

The Sales Boomerang automated borrower intelligence system transforms the relationship between mortgage lenders and borrowers with intelligent alerts that notify lenders as soon as a past customer or prospect is ready and credit-qualified for a loan. Sales Boomerang is the mortgage industry’s leading borrower retention tool and it helps lenders build lasting borrower relationships that maximize lifetime customer value.

About the Integration

The integration between Surefire CRM and Sales Boomerang enables the automatic deployment of Surefire CRM’s award-winning mortgage marketing content relevant to the type of loan opportunity alert triggered by Sales Boomerang. This powerful tech combo helps lenders be the first to reach out to high-intent borrowers and maintain a connection with them throughout the entire loan life cycle. What’s more, the integration allows for every new contact added in the Surefire CRM to be shared automatically with Sales Boomerang for monitoring, so manual contact transfers are not required.

Alerts within Sales Boomerang monitor market factors, consumer activity and financial criteria to determine homebuying intent with incredible accuracy. The platform’s “defensive” alerts trigger when a borrower takes an action such as applying for a mortgage with another lender or listing their home for sale. “Offensive” alerts trigger when a borrower meets certain criteria, such as attaining a target loan-to-value (LTV) ratio or credit score. Finally, Sales Boomerang’s “life event” alerts trigger when a consumer experiences a major life change that could alter their financial situation or goals.

The seamless connection integrates Sales Boomerang’s automated borrower intelligence alerts inside Surefire CRM. Once activated, mortgage loan originators (LOs) will receive reminders to pursue opportunities that Sales Boomerang uncovers within their contact databases. Surefire CRM’s automated communications workflows can be configured to use Sales Boomerang alerts as the jumping-off point for a stream of context-specific marketing delivered across multiple channels including email, phone calls, text messages and video.

About the Benefits

When used in tandem with Surefire CRM, Sales Boomerang automatically notifies LOs when an assigned contact triggers an alert and provides history of each contact’s past triggered alerts. These alerts, coupled with the customer details and outreach history in lenders’ Surefire CRM platform, enable LOs to initiate meaningful outreach any time they engage a past customer or prospect.

For instance, the Surefire Power Call feature improves the speed and convenience of reaching out to borrowers that have triggered a Sales Boomerang alert, helping LOs to boost profitability without sacrificing efficiency. Furthermore, Surefire CRM’s post-close Client for Life workflow is designed to generate repeat and referral business — a vision that aligns perfectly with Sales Boomerang’s No Borrower Left Behind motto, referring to the platform’s promise of turbocharging lenders’ customer retention rates.

The data connection between Surefire CRM and Sales Boomerang provides context that is particularly valuable for entry-level LOs. When reaching out to a prospect based on a Sales Boomerang alert, LOs can feel confident that they are reaching out to someone who is actually in the market for a loan, and not just another cold lead. What’s more, the time that junior and seasoned LOs alike save on cold-calling efforts can be dedicated to providing even better service to even more borrowers. By enabling mortgage advisors to engage more leads on a routine, manageable basis, lenders can prioritize customers that are most likely to result in a closed loan.

Because users can also configure Surefire CRM to automatically notify referral partners whenever an assigned contact triggers a Sales Boomerang alert, this integration is especially valuable for nurturing business relationships. For example, if a borrower lists their home for sale, a lender can automatically share Sales Boomerang’s listing alert with preferred real estate partners. Real estate agent recipients can then offer support in selling their current property and/or finding their next dream home. By bringing these valuable opportunities to real estate partners’ doorsteps, lenders are able to maintain relationships and earn additional purchase business.

Getting Started

Enhancing the borrower experience is the ultimate goal between these two systems and can be put into action out of the box.

Surefire CRM’s automated mortgage marketing combined with Sales Boomerang’s proactive loan opportunity alerts result in a tech partnership that helps lenders to ensure former loan customers and prospects feel valued across the entire homeownership journey.

Experience the value of Sales Boomerang and Surefire CRM’s integration firsthand by requesting a demo today.

Mortgage marketing strategies for mortgage brokers differ from those used by mortgage companies with a dedicated marketing department. Independent mortgage brokers often serve as their own one-person marketing team, but they still need to compete with the Billboard Guys — mortgage lenders that have the time, budget and personnel to support large marketing initiatives.

Fortunately, all mortgage brokers need to succeed are reliable tools and solid mortgage marketing strategies, even in a high-cost, low-demand market.

Click here to download: A Mortgage Broker’s Comprehensive Guide to Mortgage Marketing

Loan officers are much more than home loan salespeople. They help facilitate one of the most significant investments a person will make in their life, and the chance to help people achieve their dreams of homeownership is an extremely rewarding aspect of being a loan officer. On top of that, many LOs make a solid living

Like any journey, the first step is often the most important. Start your career confidently by establishing a strong foundation of careful training, compliance knowledge and a solid mortgage marketing strategy.

Click here to download: A Complete Guide to Becoming a Loan Officer in 2022