Mortgage Broker Email: Provide Personalized Client Communication

Veronica Taylor
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Posted on:
Sat, Sep 13, 2014
Reading Time:
3 minutes
Categories:
Blog, Email Marketing, Marketing Automation, Mortgage Brokers Marketing
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software for estate agents - mortgage broker email marketing

One of the most effective ways to stay in touch with your mortgage broker clients is through email. You can stay in touch to build loyalty, provide educational content to inspire trust, learn more about your client experience with feedback, and much more. With an automated mortgage broker email solution, your client communications are efficient, simple and trackable. Create emails in advance and schedule them to send automatically to provide relevant information to clients and grow client engagement.

Show that You're the Right Choice

Build client trust and ensure clients don't go to the competition by providing educational content through emails. Sending content that helps clients learn more about mortgages shows that you care about their needs. It also demonstrates you are a knowledge authority in the mortgage broker industry, inspiring trust among clients.

Using an automated email marketing solution, you can easily create these emails in advance using a pre-created template. Then you can just update the template's content whenever you get new information. Schedule these educational emails to send out to clients throughout the communication process so you can stay in touch with them.

Nurture Your Online Leads

Online leads are difficult to capture because you can't connect with them on a personal level. Or can you? With lead nurturing tools, you can identify anonymous online leads as well as leads who leave their contact information or sign up for mortgage broker updates. Automated lead tracking software builds up a detailed personal profile for each lead based on their browser ID, which pages they visit, which links they click, and more.

Once you have contact data, you can contact each lead automatically based on their personal preferences, interests, activity, and history. This helps makes messages more effective and personal. However, since much of the email sending process is automated you save time and don't add more tasks to your daily workload.

With automated social media management, you can also schedule interesting mortgage broker posts in order to connect with clients. There are many ways to connect with new leads online.

Gain Valuable Client Feedback

A simple online survey is an ideal way to get real feedback from your mortgage broker clients. Collecting this information helps you improve your services and client experience based on real data. Creating a survey is simple with an automated mortgage broker email marketing solution. Choose from pre-created survey templates, customize the look to be brand consistent, and then just add whatever questions you want.

Another way to gather useful information is to look at your marketing reports. Your marketing automation solution will show you which emails were opened, which links were clicked, and so on. By reviewing this data, you can learn when the best time is to send your mortgage broker emails and what the most effective subject lines are. And, you are able to see which content gets the best response from clients.

Try Automated Mortgage Broker Email Marketing for Free

Our mortgage broker marketing solution includes personally targeted email functionality, lead nurturing and lead tracking, contact management, survey, social media management and more. We have over 15 tools in our single all-in-one solution. Sign up for a 14 day free trial and try our powerful automated mortgage broker email marketing.

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