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5 Ways to Be More Productive With a Mortgage CRM Tool

A mortgage CRM tool is one of the most useful tools a mortgage professional can use. It helps you keep track of your clients, their loan progress, and more. Not only that, but it also makes your life easier by automating common tasks and allowing you to be much more productive at work. Here are five ways in which having a mortgage CRM tool can improve your productivity,

The hassle of reporting

Reporting is a necessary part of the job, but it can also be time-consuming and repetitive. You might find yourself doing the same tasks over and over again. Reporting is important because it helps you keep track of your progress and see where you have room for improvement. It’s also good practice to see what other lenders are charging to make sure that you’re not overpaying for services or undercharging for them.


In the mortgage industry, productivity means getting as much done as possible while maintaining your sanity and health. Productivity is exactly what you need to be successful in this line of work. It’s easier than ever to be productive with a mortgage CRM tool because it enables you to spend less time on reporting, follow-ups, and email management so that you have more time for other tasks like prospecting, closing deals, or just catching up on your reading list.


Mortgage CRM tools make it easy to automate many of your tasks. This can be as simple as setting up reminders for yourself or even creating a workflow that will automatically add staff members to deal with each stage of the loan process. It can also involve automating follow-ups with clients and prospects so you don’t have to constantly check in on them. In addition, automation can help facilitate reporting for both you and your staff members.

Easier follow-ups

When it comes to keeping in touch with clients, you have a few options. You can use the email tool that comes with your mortgage CRM tool and send out an email to your client and you could use the calendar functionality of your mortgage CRM tool to schedule follow-ups with all of your clients. This helps build relationships and shows that you’re there for them as their needs arise.

You’ll also want to use the vendor management feature within your mortgage CRM tool if you work closely with a team or individual vendor who provides services for your business—like an accountant or lawyer. These individuals should be added as contacts within the system so that when they send emails or messages through the system, they show up in one place where they can be tracked easily by everyone involved in each transaction throughout its lifecycle (from quote request through closing).

Emails and text messaging

Using your CRM’s email tool to set reminders for yourself will make sure you don’t forget about important dates and deadlines. You’ll be able to schedule emails to go off at the appropriate time—say, a week before closing—to remind yourself of what needs to be done, who needs to get involved in the process, and any other relevant information. You can also use this feature as a way of keeping track of when things are due or getting completed by sending out an email with all the details right at whatever point is most convenient for everyone involved.

Texting has its benefits too because it allows you to communicate immediately with whoever may need your attention while they’re on their way towards completing a task or finishing up something else entirely unrelated but still related enough that they’ll want some direction from your end.



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