Mortgage CRM With SMS: Automate Your Lead Text Marketing
Do you feel like you’re constantly wasting your time making phone calls and leaving messages that go unanswered? Do you struggle to connect with potential leads to win their business quickly? If so, it’s time for a different approach.
With 97% of Americans owning a cell phone of some kind and with the rise of mobile devices as consumers’ primary method of navigating the internet, SMS marketing has become a highly successful strategy to engage with target audiences. For loan officers, using a mortgage CRM with SMS capabilities can help get your clients’ and prospects’ attention when it matters most.
Why Should You Use a Mortgage CRM with SMS?
Many top-producing loan officers and mortgage brokers have found that using a mortgage CRM with SMS text messaging has completely transformed their business. Here’s a look at some top reasons you should consider joining them.
Connect with Your Clients Throughout Their Customer Journey
When potential leads start researching mortgage options, they want answers right away. In most cases, the mortgage broker who connects with them first will be the one who lands the lead. But, there’s a catch-22; many people don’t enjoy getting calls from multiple brokers, so they may not pick up when you reach out. There’s also a good chance they may not check their emails immediately.
Sending an SMS text message allows you to reach out instantly and prevents you from leaving an unreturned voicemail or sending an email message that will never be opened. By drafting and scheduling your text messages and setting up a trigger, you’ll be able to contact your leads as soon as they arrive – even if you’re busy doing other things.
You can also use SMS to easily communicate with your current clients, giving them updates on the status of their loans and reminding them about any outstanding requirements. These helpful updates increase the quality of your clients’ experience and can significantly increase your mortgage pull-through rates.
Once the deal is closed, business text messaging makes it easy to keep in touch. You can use messages to reach out to clients for feedback and contact them in the future to suggest refinancing opportunities, request a referral, or nurture repeat business opportunities.
Save Time by Automating Your Customer Communications
Since time management is critical when growing your business, the efficiencies offered by a quality mortgage CRM with SMS can make a major difference. For example, you can easily schedule text messages to go out at a future date and time, improving the chances that they will arrive at the perfect moment.
Many mortgage professionals work long hours, making real-time text messaging a challenge. Scheduling your SMS allows you to handle your business texting at a time that is convenient for you without worrying about whether it’s too early or too late to contact your clients. You can also use scheduling to easily remind clients of future events without worrying about constantly being chained to your desk or phone.
Creating templates for your messages will prevent wasting time typing the same information repeatedly. You can also free up more time by delegating messaging to other team members without sacrificing a consistent brand voice. Lastly, templated messages also help ensure that every SMS you send adheres to business texting best practices.
Separate Yourself from the Crowd
When it comes to digital communication, most businesses still rely on email. However, the average person now receives so many unsolicited emails that it’s easy for your message to get lost in the shuffle – or even worse, stuck in their spam folder.
Sending an SMS message helps you stand out from the crowd. A study by Mobile Marketing Watch found that SMS messages have a 98% open rate! This means you’ll be able to capture your recipient’s attention right away – without worrying about lingering in their email inbox.
If done correctly, SMS can help establish a more personal connection with your clients and prospects. While virtually all businesses send email notifications, many consumers see text messaging as a more proactive form of communication. They also appreciate having direct access to you without having to pick up the phone and make a call.
Benefits of a Mortgage CRM with SMS Features
While it’s clear that SMS text messages are the way of the future, manually sending texts one at a time isn’t efficient. That’s where your CRM system comes into play. Bulk SMS capabilities allow you to quickly send out individual messages to any size audience with just a few clicks.
By automating your touchpoints to go out at specific loan milestones, you can also ensure that each client gets the right message at the right time. No more worrying about critical communications falling through the cracks! The ability to track your delivery rates also ensures you won’t have to wonder whether or not the client received your message. This streamlines the follow-up process, making you and your team more efficient.
Automate Your Mortgage SMS Marketing with Jungo
SMS is the ideal tool for sending timely information like updates and notifications to your target clients. Communicating via text message shouldn’t be time-consuming or feel overwhelming. Jungo’s mortgage CRM with SMS allows you to stay in touch with clients and prospects quickly, securely, and reliable. Our streamlined system is quick and easy to set up, and once it’s in place, it will allow you to focus your time and energy on closing – instead of texting.
Jungo SMS integrates directly with your Jungo CRM, so you can send text messages and see your client information with a single login. It allows you to automate sending one-on-one SMS messages and mass SMS campaigns. Jungo SMS’s built-in consent and opt-out messaging guidelines also help ensure you always remain compliant.
Let us show you how SMS can transform your mortgage business and completely change the way you think about marketing! Schedule a demo today.
