One of a mortgage broker’s most valuable assets is their client relationships. Happy clients often mean repeat business and personal recommendations to others, so it makes sense for brokers to spend time nurturing these relationships.
A CRM system, such as CRM Brain, can be invaluable for gaining and retaining clients. From storing documents to simplifying communications, CRM Brain has a number of key features to help you secure and tend to your client relationships.
Discover what CRM Brain is in our ‘Q&A guide to CRM Brain’ or continue reading to find out how brokers use CRM Brain as part of their customer retention strategy.
Recording your new mortgage leads
Once you’ve secured a new lead, you can record it easily on CRM Brain, where it will be stored as a client file so you can easily manage every ongoing action.
Any activity relating to your leads will automatically be stored in individual client files so you can track everything from initial contact to conversion. No more scribbled messages on sticky notes to make sense of!
To find out how to get more mortgage clients, our article ‘10 vital marketing strategies for mortgage brokers’ is an excellent source of inspiration.
Keeping clients
Offering a personalised service is key to fostering trust and loyalty with clients, and helps secure long-term business for you. CRM Brain enables brokers to store detailed notes on client preferences and circumstances so that you can give your advice even more of the human touch.
In CRM Brain, you can also set up automated reminders which prompt you to contact clients ahead of mortgage renewals, rate reviews, and remortgage anniversaries. Or simply set up regular check-ins to keep you in front of their minds.
Being organised
As mentioned, CRM Brain logs all of your leads and accompanying information into client files. These files are stored and organised in one central, online platform, making it super quick and easy to search for the data you need, whether that be a call log or an ID check.
The beauty of CRM Brain is that if you subscribe to any other Mortgage Brain module, such as Sourcing Brain, then the client data you input into those modules is automatically shared across all modules, including CRM Brain, directly into client files. This cuts back on arduous keying and re-keying of client data across platforms, saving brokers vital time and reducing errors from manual input. Saving, organising, and retrieving client data has never been easier or quicker.
CRM Brain can be personalised to meet your workflow needs. Task management is built in, so you can stay on top of your workflow with calendar alerts, task assignments, customer notifications, and reports.
Our software is designed to help mortgage brokers reduce errors and save time with their day-to-day tasks. Find the right tools for the job with the help of our article ‘How mortgage broker tools help brokers to work smarter, not harder’.
Security and data protection
Mortgage brokers are at risk of data breaches, particularly because they handle highly personal, sensitive client information. CRM Brain offers robust security supported by regular software updates to ensure that there are no gaps for cybercriminals to violate.
These security measures include:
- End-to-end encryption – client data is encrypted, essentially scrambled, during storage and when in transit through messaging, far beyond what standard email or desktop folders offer.
- Access control and audit trails—The visibility of records, documents, and data can be limited so that it is viewed on a ‘need to know’ basis. For example, an administrator may be restricted to client data such as name and email address, whereas a principle could have access to a complete client file. Every login, click, view, message, document upload—in fact, ALL and ANY activity that takes place is automatically tracked for full compliance, too.
- Automatic backups – to protect against data loss due to crashes, deletions, or cyber-attacks.
- Secure communication – CRM Brain features a client portal where clients can, using encrypted messaging, exchange sensitive documents, information and updates.
- Regulatory compliance support – brokers can easily manage GDPR consent, data retention, and FCA audit requirements with the built-in tools.
- Reduced human error – with the secure sharing of data across Mortgage Brain modules, and automated work tasks and processes, the potential for human error is significantly reduced. For example, client data is less likely to end up in the wrong client file or lost due to a mis-filing or saving error.
Find out how to switch to our cloud-based mortgage broker CRM in our article ‘A guide for mortgage brokers: Transitioning to CRM Brain’.
Tracking growth
CRM Brain is simple and intuitive. It has been designed by former brokers, lenders, and fintech experts to meet specific mortgage industry needs, including managing business growth.
CRM Brain includes reporting so mortgage brokers can easily see their pipeline, commissions, and identify any bottlenecks.
Mortgage brokers, in particular principles and networks, can see where their most valuable leads originate from, what the conversion rates are, how each broker is performing, and trends in the market. With these insights, brokers have much more control over how they grow their business.
Looking for the best CRM for mortgage brokers?
CRM Brain isn’t just a filing system for client records. It’s a fully connected, secure, and intelligent platform tailored specifically to the needs of mortgage brokers. By simplifying admin, improving client service, and strengthening compliance, CRM Brain helps brokers stay organised, build trust, and ultimately grow their business more effectively.
If you’re a mortgage broker looking to work faster, smarter, and more securely while offering a more personalised experience to every client, it’s time to explore CRM Brain.
Contact us for a free demo.
