A broker’s job is never done. The most important part of any broker’s job is usually gaining more customers. But who has time for that when they’re already dealing with the paperwork for the customers they already have plus that needed by the companies they represent. Being a broker means having to deal with both multiple clients, with very specific needs, and various institutions, each with its own way of doing business. This is why broker CRM software was invented. This integrated solution can be customized according to each brokers need. From car insurance broker software to mortgage broker software, the main goal of the program is to streamline operations and keep clients happy, while raising visibility and reaching out to new potential customers.

Why Do You Need Mortgage Broker Software?

There some people out there still doing it the old fashioned way. They dial a clients’ number, pitch them a service, set up a meeting, go through the entire process with them and then close the deal. But this isn’t the end of it. After getting a client to commit to something, a brokers’ job is to follow up on the paperwork with the institution it represents and also with the new client he just got. That usually means more phone calls, e-mails, texts, notes and even going to meet with people in person. There’s nothing wrong with doing things this way, but if you think of all the time you can save by using  mortgage broker software , you might just reconsider your tactic.

Mortgage broker software is designed to save you and your company time and money by implementing an integrated solution for all your needs. Think of it as your suitcase and desk all wrapped up in a one-stop computer program with a friendly interface. This way you have all your client information, mortgage offers, messages, documents and anything else you need to work your magic in a single and powerful tool that you can access with your fingertips.

Imagine if you could present your offers to several clients via e-mail at a time, while sending other clients the documents they have to sign in order to get the mortgage they applied for. You can do all this from your office while redesigning your web-site in order to make it more attractive or while golfing. There’s nothing bad about actually sitting down once in a while with a client and talking them through the process, but why not to that when you want to, and not because you have to?

The main arguments in favor of this type of software are that it is:
- Fully customizable;
- Easy to use;
- Cheap;
- Fully integrated;
- Mobile platform friendly.

What Does Broker CRM Software Do?

Since the beginning of brokering, brokers had to be a one-man orchestra. They had to schedule meetings, deliver papers, keep track of new policy changes all the while not forgetting to engage the client. As with any business, brokers that wanted to get more customers had to come up with new ways of getting to people, engaging them and offering them better services and products than their competition. Clearly, brokering is not a job for the faint of heart. All of that changed once the  broker CRM software  was invented.

Any broker using broker CRM software will tell you that their business has grown exponentially since implementing it. That is because the software does almost everything that the broker used to do. Its main objective is to collect information about potential clients, either from already established databases or from random searches on the internet or visits on your broker website, and match them with the products and services that you offer. After that, it’s just a matter of calling them and engaging with them.

The software keeps track of all messages exchanged between the broker and the client, of all the documents send back and forth and it can even be used to sign certain documents and make payments. It is constantly updating, with the services and necessary paperwork for them, from the institutions you represent and doesn’t let you forget about important appointments. The CRM software is the best assistant a broker could ask for, and also his clients’ best friend, because it helps him with almost everything, leaving him free to do whatever he needs to in order to grow his business and expand.