As a mortgage broker, the telephone is one of your most impactful tools. Here’s how a power dialer can make it even better.
Speed is crucial in the world of real estate, mortgages, loans, and finance. Even in down markets, bidding wars can move home prices higher, sometimes within hours. And in hot markets? There’s simply no time to waste. That’s why a power dialer is an essential tool in a mortgage broker’s office.
But how, in reality, can a power dialer help you? Of course, the obvious answer is that you can make calls faster. Certainly, in real estate, that’s helpful. But there’s much more to it than that.
Make more calls in less time with Call Logic. From automated voicemails to built-in compliance, we’ve got you covered in every aspect of your business. Call for your free consultation today to learn more!
How a power dialer can improve your mortgage broker business
You make a lot of phone calls. You’re contacting warm leads to answer questions about interest rates. You’re contacting hot leads to walk them through the process of getting a mortgage. You’re cold calling prospects from real estate agents.
While some of your work is in person, chances are that a majority of your day is spent making calls, sending emails, and following up on previous inquiries. That’s a lot of dialing! More to the point, though, that’s a lot of time.
It takes time to look up numbers, pull up information about clients and prospects, and track down records of your previous interactions. That’s especially true when you work in a multi-agent office, and you might handle client requests for a colleague who is out for the day or on vacation.
Of course, you might be highly organized, and all of this is a breeze. But if you don’t like to leave things to chance, it might be time to look at adding a power dialer to your tool kit.
How will a power dialer help you? Let’s look at five of the benefits of using a power dialer as a mortgage broker.
1. Customizable email templates. While you may not equate email templates with a power dialer, software like Call Logic includes customizable email templates. So when your client or prospect asks for an email with all those rates and loan terms you just discussed, all you have to do is fill in the details and hit send. No more going to your email and writing something new for each request or trying to ensure you have the proper email address. It’s all right there, ready to go.
2. Voicemail Drop. If you like the idea of saving hours each week, here’s a power dialer feature you won’t want to miss out on. Even when people expect your call, you’re still likely to get their voicemail. You may still need to leave some messages, but for those more generic calls, something as simple as, “Hi, this is Dianah from ABC Mortgage Company returning your call. You can reach me at 123-456-7890.”
3. Recordings. Think of this as your insurance. Even the best mortgage broker can miss important pieces of information on a call. Whether that’s sharing a significant update with your client or something they said that changes your approach, when you have a recording of the conversation, you don’t have to wonder. You just go listen.
4. Calendar with Reminders. Calendars are always helpful, and they’re especially helpful when they are built into your power dialer. That means everything is right there together: your call notes, your calendar, your call history…
5. Integrates with your CRM. A good power dialer integrates seamlessly with your CRM, making it easier than ever to keep everything organized and fine-tuned.
In short, a power dialer streamlines your work and helps you work more efficiently. But let’s not overlook the fact that it makes your job much easier.
No more waiting around to leave voicemails when you could have a prerecorded message ready to go. You don’t have to move back and forth between spreadsheets or try to locate files on your computer.
In a dynamic industry like yours, any tools you can use to make the process easier will pay dividends. And the right power dialer software is at the top of that list.
Call Logic’s auto-dialer and call management software offers dozens of helpful tools to increase your success and simplify your daily tasks. Call for your free consultation today to learn more!