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Technology Tips that help Mortgage Brokers Be More Productive

Published on 16 December 13
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At present, it is because of low interest rates in the market that new homeowners are seemingly interested in entering the market and the experienced buyers are thinking of getting back into the business. After all, mortgage brokers are going to have an increased workload after so many years of slow business and they will want to make the most of this opportunity by matching as much buyers up with lenders as possible!

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Even though the economy is reviving, the availability of prospective clients will not be a cake walk for mortgage brokers. Opposite to that, they might have to spend some more time searching for prospective clients and convincing them. The only thing that may add to your convenience as a broker is booming mobile technology including the latest apps! But since technology is effective only when used in time, make it quick in order to handle the increasing workload and make new clients at the same time!

Here we share some technology tips that might help you be more productive this time!

Connect Your Phone to the Cloud System

Now you can give your potential clients the feel of contacting you in your office with voice-forwarding service, no matter where you are. You will have to simply get the latest virtual phone system that can facilitate the delivery of all professional and communication-related services needed by your clients to their smart phones. This will save time and boost productivity!

Prioritize Calls through Call Screening

With this technique, you’ll be able to identify each caller before taking the call. This will help you set priority and importance more effectively. For instance, you can give instant attention to the calls that are highly important and transfer those that are lesser important to voicemail and get back to them!

Customizing Greeting Messages

Customized greetings are a wonderful way helping the smaller business to give their bigger competitors a huge competition. As an independent mortgage broker, you can even get your own messages recorded. This will be useful in arranging message options in the form of quick response to what your client needs!

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Recording Calls

You are not able to remember the details of all the conversations when you’re getting a huge number of calls at a time. What best you can do about it is record the calls, so that you can track the past conversations, speed up deals and close the sales when back in the office. If there are laws regarding recording phone conversations where you live, ask permission before moving ahead.

Voicemail Facility in Mail

It would be the best option to get all your messages copied into your inbox instead of dialing into voicemail! Since the messages get delivered to you immediately after they’re sent, you can listen to them and read a transcription. This helps you either file all your messages for later reference or forward them instantly to others.


Author bio -

John is a specialist Redrockbroker consultant and provide Mortgage broking training in Australia. John’s knowledge and experience in mortgage finance has personally assisted his clients around Australia to achieve their business, financial and investment goals.

This blog is listed under Development & Implementations Community

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