Mortgage Content
BNTouch Mortgage CRM comes with over 20 pre-build marketing campaigns which you can use out-of-the-box.
You can further extend or edit those campaigns to fit your marketing strategy.
Campaigns that come with the system can be used both as an email marketing campaigns and
as print out campaigns.
Real Estate Agent Co-Branded Campaign
This campaign is designed for use with real estate agents and allows
you to manage their marketing for prospective home buyers. This campaign
will drip market on any lead for 40 days and will work in conjunction
with a web form that you can build and give to your real estate agent.
List of included letters:
Thank You
Tips on Getting Pre-Approved
Tips on Your Credit Score
Tips on Home Inspections
Tips on Shopping for Your Next Home
Tips on Moving
Checking In
Homeowners Insurance
Partner Marketing Tips
This campaign is designed for your partners and industry peers and consists
of a series of six emails that are sent every month and are full of tips
and suggestions for marketing a small business on the web.
List of included letters:
Tips on Creating A Successful Website
The Importance of Business Blogging
Using Your Expertise to Generate Traffic
Pay Per Click Marketing Produces Results
Being Your Own PR Consultant
Tips for Email Marketing
Real Estate Agent Trust Building Campaign
This campaign is designed for marketing to real estate agents that you want
to establish a relationship with, but have not yet met in person. The whole
purpose of this campaign is to get this agent on the phone so you can
schedule a time to meet with them or do a phone interview so you can learn
more about them, their niche, and whether or not you would like to pursue
a relationship with them.
List of included letters:
Hi PARTNER_NAME, I have a referral
Regarding my last email
Checking in
Hi PARTNER_NAME
Marketing
Previously Funded Campaign
This campaign is for clients that you funded loans for within the past year
and before you purchased BNTouch. This campaign is designed to run for 3 years.
List of included letters:
Annual Review
Some information on fire proofing your home
Home safety tips from for CLIENT_NAME
Increasing your home's appeal
Checking in
Some ideas on paying your mortgage off early
Tips on keeping your home in good condition
Retirement planning
Annual Review
Information Update
Annual Review
I'm updating my files
Cancelled Loan Campaign
This campaign lasts for one year and is intended for anyone who starts the
loan process with you, but does not close. The purpose of this campaign is
to continue to provide service for the borrower in hopes that they will
come back to you when they are ready to do a loan.
List of included letters:
Let's keep in touch
Mortgage consultation
Hi CLIENT_NAME, I just wanted to check in
Tips on avoiding internet fraud
Your credit report
Touching base
I'm updating my records
Some tips on controlling debt
Annual review
Purchase In Processing
This campaign is designed for borrowers who are currently purchasing a home.
It provides a survey and updates for the borrower, listing agent and buyer's
agent. This campaign will also send reminders to you to follow up by phone at
least once a week.
List of included letters:
We've moved your file to processing
Information about closing your loan
CLIENT_NAME Loan Status
Status update
How are we doing?
Please see full list of included campaigns on the feature list page.
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Click-Through Tracker
Every email you send out has a built-in click-through tracker code.
Once your client clicks any of the links in email body, you will see a record of it
in client's profile in your CRM.
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