Topic
Mortgage
Texting guides for mortgage brokers and loan officers: lead follow-up, document collection, rate updates, and closing communication.
Mortgage leads are expensive and competitive, and borrowers want quick answers throughout a stressful process. These articles cover how loan officers use texting from first inquiry through closing, and what to keep out of a text when financial details are involved.
4 guides in this topic·See the texting CRM for mortgage brokers →
Following up with pre-approved buyers who haven't found a home yet
The buyer you pre-approved in March is still house hunting. Whether they come back to you depends on what you did in between.
·4 min readRead →
Loan status texts: keeping borrowers calm from application to closing
Borrowers rarely panic because something went wrong. They panic because nobody told them anything.
·4 min readRead →
Rate-drop refinance texts: who to message and what you can say
A rate drop is the best refinance opportunity you get, and your own closed loans are the best list to work it with.
·5 min readRead →
How loan officers should text new mortgage leads
Mortgage leads shop several lenders at once. The loan officer who starts a useful conversation first usually gets the application.
·6 min readRead →