Mortgage Brokers & Loan Officers
Keep borrowers moving toward the next conversation.
Marketing, CRM and communication support for mortgage brokers & loan officers.
A borrower asks a question, starts an inquiry and then goes quiet. A referral partner wants to know whether someone has been contacted. Your team is busy with active files while future borrowers need attention too. Standard 78 helps mortgage brokers and loan officers organize the communication around those relationships.
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A clearer path through the customer journey.
The borrower relationship starts before an application and continues beyond a closing. BEAR—Bring Them In, Engage, Assist and Reconnect—helps connect the early inquiry, the next conversation and the ongoing relationship with borrowers and referral partners.
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BRING THEM IN
How do I generate conversations beyond one referral source?
Prospective borrowers may be trying to understand whom to talk to and what that first conversation involves. Your marketing should explain your role and give them a straightforward way to reach the right person.
A can describe the people you serve and your consultation process. help organize clear answers to the questions people ask before contacting your team.
can introduce your team and explain what to prepare for an initial conversation, using information you review. can help maintain introductions and conversations with real estate agents and other relevant professional contacts.
ENGAGE
How do I follow up with mortgage inquiries that go quiet?
Silence can mean someone is comparing options, gathering information or simply busy. A useful follow-up should relate to the conversation you already had and make it easy to say what they need next.
can capture basic contact details, the reason for the inquiry and preferred callback time. A keeps the source of the inquiry, referral relationship and previous conversations together.
can distinguish a new inquiry, a consultation booked and a borrower who needs a later check-in. can ask whether someone wants to continue a conversation and notify the assigned loan officer when they reply.
gives callers another way to request a callback. helps your team send a clear recap and the next agreed step after a consultation.
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How do I cut down on repeated appointment and next-step questions?
Borrowers should know whom they are meeting, what that appointment covers and where to go next. A consistent communication process can reduce the time your team spends repeating those logistics.
and can make the meeting time, format and preparation instructions clear. can handle practical questions or changes to the appointment.
can create a follow-up task after a conversation or notify a team member that a borrower has responded. We review supported connections to your existing systems before including application-status updates in the setup. Your loan platform remains the place for application documents and lending decisions.
RECONNECT
How do I stay connected with past borrowers and referral partners?
A relationship does not need to restart from scratch whenever someone's plans change. Keep enough context to make the next message useful and have a person ready when the recipient wants to talk.
can check in with people whose plans were postponed or who asked you to reconnect later. can share team updates and reviewed educational content with a clear invitation to contact you.
Referral partners need their own communication plan. We can help separate those contacts from borrower audiences so an agent receives a relevant relationship check-in instead of a message written for someone applying for a loan.
Practical setup. Continued support.
can show which inquiry sources lead to consultations and which follow-ups still need attention. Our helps prepare messages, organize contact groups and maintain the communication process around your team's existing work.
Questions you may be working through
Can you follow up with people who have not finished an application?
We can help design that communication if the application status is available through a supported connection or a reliable team update. We first establish how completion is recorded so reminders stop or change at the right point.
Will this replace our loan origination system?
The starting point is the marketing and communication around your existing process. We review your tools and any needed connections. Loan processing, documents and decisions stay in the systems and workflows your team uses for that work.
Can you help us stay in touch with real estate agents?
Yes. We can organize referral contacts, plan relevant check-ins and record the next conversation. Those contacts can follow a separate communication path from borrowers.
Who prepares and reviews the content?
Standard 78 can help draft and set up the messages. Your team supplies accurate service information and handles the review and approvals required by your business before publication or sending.
Where are borrower conversations slowing down?
Tell us what happens after an inquiry, which systems you use and where follow-up gets difficult. We will explore the communication and setup that could help.
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