Client contact software for mortgage

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hello and welcome to be in touch we're a mortgage business growth platform that helps you automate your marketing convert more of your leads keep you top of mind with your borrowers and help you recruit new partners and loan officers whether you're an individual with little to no experience with crms or a full-on company with multiple loan officers or somewhere in between we've got you covered be in touch was built from the ground up for the mortgage industry and for the last 20 plus years we've been helping our clients close more loans and earn more repeat business in this quick overview some of the key areas we'll cover will be task management and opportunities the organization of the database for your borrowers and partners communication tracking marketing for the entire pipeline flow as well as general marketing like holidays and birthdays and how we're able to automate most of this Based on data coming in from your lead sources loan origination system or any other tools you'd like to connect we've updated quite a few items and be in touch recently first thing you might notice is the fresh new layout we have full walkthroughs on all of our newer features on our YouTube channel but I'll try and cover the main ones in this video first thing we'll cover is the dashboard it's your customizable home page it's going to show you what's in store for the day here you'll see your tasks and to-do list items reports on your pipeline and opportunities in the database you might want to jump on this includes people you haven't contacted in x amount of days upcoming birthdays and even refi alerts we also have listed property alerts this ties your CRM to the MLS database and send you alerts when anyone lists their property for sale allowing you to get in front of them with the reconnect campaign as a bonus our calendar is fully integrated with Outlook and Google Calendar and you could even receive push notifications on the included be in touch mobile app via iPhone and Android the app also gives you full access to your database you'll be able to text back and forth with be in touch voice you can run reports and you can even send videos to anybody in the database we'll cover that in more detail later speaking of the database let's jump into the layout and see how you might organize your contacts the mortgages database is where you'd store all of your potential borrowers all the way up to the funded clients and Beyond fresh leads can be brought in Via our included forms and chat boxes for your website social media paid lead sources like lead pops and Zillow referral Partners through our included partner portal CSV import and pretty much anywhere else via our zapier connection pipeline view shows you where your clients are in the pipeline and the group view allows you to fully customize different groups and categories for your borrowers like first-time homebuyers or people who need a credit repair the same layout applies to your Partnerships tab where you might store your buying agents CPAs or organize further with something like top 20 Realtors or prospective Partners depending on where your clients are in the pipeline or what their situation is we want to make sure that we're staying in front of them as accurately and consistently as possible to handle this we'll head over to the marketing Tab out of the box we have over a thousand pre-built and customizable campaigns for every situation with the ability to create fresh content with our new AI Maya tool with that said there's a couple types of marketing the pipeline content will ensure that each borrower will receive the most personalized communication through every step of the process from the second they come into your database as a lead all the way through the funded stage you'll be staying top of Mind by sending helpful information at every step this is really where data can be used to deliver them the most personalized content based on their situation on the other hand the more General marketing approach consists of monthly newsletters weekly Market updates every holiday birthdays along with our social media media Integrations this content is always up to date and created by our team so all you have to do is set it in forget it and we'll stay in front of your database without you even needing to log in each campaign consists of intervals which indicate when things go out the method refers to what goes out and these symbols represent who it's going to to give you a better idea of how it works Let's Pretend We're a partner sending you a lead via our included partner portal partner in the Partnerships database has an automatically generated portal where they can submit New Leads check on the status of their participated transactions create property sites and more they can access this via the web page or the included mobile app called mortgage circles on the lead submission page they can include the contact info and any other helpful information about this client situation once it's all there they can hit submit just like leads come in from other sources connected to your be in touch you'll instantly see this lead in your mortgages database under leads along with the source in this case we can see the lead came from John Grove the partner looking into this lead we'll see that a couple things happened automatically the partners tagged as a referral partner and the new lead has been automatically put on some predetermined campaigns in this case the co-branded new lead campaign and some more General marketing like the monthly newsletter let's say you're away from your desk when this happens the borrower has already received a text in an email the partner's been thanked for sending the lead over and you've got an email and mobile app notification with the new leads info allowing you to reach out right away a great way to do this is with be in touch's Click to call functionality best practice would be to note what you talked about via the tracker or simply Mark that a voicemail was left via the customizable quick add function if you'd like you can share this note to the partner which would always be tracked in their partner portal this tracker is also where all of your emails and text back and forth General notes click through alerts and other events will be tracked through the life cycle of this contact if they happen to respond to your automated text you can reply right from the sidebar the contacts section or the mobile app let's say we've nurtured this lead well enough that they're ready to fill out an application simply moving them forward in the pipeline to prospect can send out an invitation to our included point of sale allowing them to complete a q a style 1003 upload requested docs and check their Milestone status just like the partners they can log into the provided website or the mortgage circles mobile app and do all of this on the go once the borrower hits submit on the application a couple things update in your be in touch this would update for you automatically but I'll show you the manual process for now first the client is moved to the application stage you'll notice that we've already taken them off the previous campaign for you the next item is the application completed Milestone being checked off this puts them on the application completed Campaign which thanks the borrower for submitting the application explains the next steps and sends a notification to the participants that we got the borrower's application an important note we do have the capability of automatically requesting documents based on the answers on the 1003 for example if they Mark self-employed you can have the self-employed document list triggered and they'll be able to upload them without you needing to get involved to keep everything in one place we also offer an e-sign functionality that allows more secure documents to be requested all within the same place next comes the process Updates this is just an example list but you'll be able to incorporate your exact flow with your custom Milestones allowing you to send updates to all parties involved as the borrower progresses to do this you can simply date them off or you can do this completely automatically by integrating your loan origination system here's a list of the ones we currently integrate with along with the ability to connect to others like arrive via zapier with most of these Integrations there are three things that will continuously flow into being touched throughout the day the 1003 info along with custom fields the Milestones that would match exactly with what you have in your loss and all the participants that are tagged on the transaction as we saw with the initial lead campaign having these Partners tagged not only opens it up for co-branding on any and all campaigns but updates can be sent to them as new data comes in as a bonus we've created a bunch of different in-process videos that can help the borrower understand where they are in the process and where they're headed next you also have the ability to create your own videos for any occasion that can be placed into campaigns emailed and or texted from your mobile app or sent from the CRM itself speaking of creating custom content we have a new AI tool integrated with chat GPT that will Aid you in generating new material for any circumstance Let's do an example where we wanted to create a short article for us you almost instantly have the first piece of what could be a multi-step campaign and this can also be used to generate text messages as the borrower makes their way through the funded stage we have you covered the multiple post-funded campaigns paired with the monthly newsletter weekly market update holidays and birthday campaigns as well as our survey capability we'll make sure you stay in front of your borrower forever additionally our refi alerts refi opportunity Miner and refi analysis tool will ensure that there are always opportunities for repeat business again these are all covered in detail on our be in touch YouTube channel aside from staying in front of your pipeline it's important to understand what's going on in your database via reports we have a number of pre-built reports indicating who your best referral partners are lead conversion office Performance Marketing open and click-through rates and more you can also create custom reports for more specific inquiries via our data mining tool here you can search specific Fields like specific loan type with a rate between X and Y who have funded between this date and this date and it'll lay out the results say you wanted to have this report scheduled to send to you every Monday you can do this with be in touch without even logging into your CRM now that we covered most of the main functions I'd like to highlight some of the extra modules you can turn on you can get to these if you're the admin of your account by clicking your name at the top right and then modules here you'll see a mix of both included and paid features that you can turn on and off within the CRM most of these are free like the AI assistant compliance module the Outlook plugin and credit pools however you can spice up your CRM even more with the paid ones like surveys be in touch voice which allows you to call text and leave pre-recorded voicemails websites if you don't have one or you're looking to upgrade your existing one in the esign functionality which can eliminate other document signing tools while keeping everything within be in touch on another note one thing CRM seem to lack is onboarding and training they get you into a year-long contract and say good luck with us you not only have live training sessions almost every day we'll actually assign you a dedicated support rep that will help get things situated up front and be a resource for as long as you have our subscription We additionally have a full us-based support team ready to help via support tickets email and a direct phone number as well as all the pre-recorded training tools you'd need to get from A to B though we touched on the main items with him being touched today it's impossible to pack everything into one short video I'm sure you might have some questions or maybe you'd just like to dig deeper aside from our YouTube channel covering most of these in detail you can head over to bintouch.com click blog and do a quick search to learn more about each feature and while you're at it read some articles on how to maximize your opportunities in the pipeline at any point you can connect with us via our chat box on the website request a live demo or shoot a quick email to info beintouchmortgage.com for any general inquiries in any case if you made it this far thanks for going through the quick overview with me we look forward to boosting your business with be in touch