To most, summertime means beaches, ice cream, and vacations, but in the mortgage industry, summer means the busiest time of the year! Studies have shown that May, June, and July are the most popular months to list your home, and, in turn, the cycle time is greatly reduced as homebuyers want to close and move in fast. Loan officers must make sure that during the busiest time of the year, they stay as organized as possible to ensure the client's experience is not affected by the chaos. That’s where Botsplash comes in! The Botsplash platform offers several features designed to help a Loan Officer or any user stay on top of their communication with clients.
Dashboard Features
The most important focus when thinking about ways to make organization easier is that the tools need to be available in an easy-to-find location. Luckily, many of the most popular features on the Botsplash platform are available on the message dashboard page, where all agent/client communication happens. Within the message panel, you can find our two most popular tools, the unanswered and unread filters, as well as Bookmark. Unanswered and Unread filters will allow you to organize your message dashboard based on what kind of conversation you are looking to prioritize. Bookmark is a simple way to tab a conversation for a later check-in or ensure an important conversation is not unintentionally missed. All bookmark conversations are kept in an easy-to-find list for your review anytime.
Within conversations, features that can be used for quick and easy follow-up are scheduled send and canned messages. Scheduled send is an easy tool an agent can use to make sure long-term clients or high-priority clients get the follow-up that is required without the energy level an agent may not be able to spare on a busy day. An agent can simply draft an SMS message and select a date and time they want that message to send to the client. Additionally, you can have multiple messages scheduled at any point in time. Canned messages offer a way for agents to respond to a client quickly without compromising the personal touch. Responses can be drafted ahead of time utilizing token replacements to include any personal information such as the client’s name, email, an more. This way, client touchpoints can be accomplished in a fraction of the time.
Advanced Search - Visitors Page
There's only so much time in a day, and sometimes during the busy season, there are more clients coming in than available time. To stay organized and on top of communication, it's essential to be able to filter and review active clients a few times a week to ensure all follow-ups have been completed. Botsplash offers advanced search capabilities within the visitors page of the platform to make this possible. Agents can search through their leads using filters such as engaged/unengaged, visitor last responded date, meetings scheduled, milestones, and more. Access to these in-depth searches puts the power in the agent’s hands to use whatever organizational checklists work best with their individual workflow.
The Blurb
When dealing with a large pool of clients, sometimes it can be difficult for an agent to keep track of each individual's needs and wants, and that type of disconnect can seriously hurt the all-important client experience. Botsplash recently released its newest feature, the Blurb, a game-changer for agents wanting to stay organized and in the know. The Blurb is an innovative AI-powered summarization feature that will summarize a complete conversation history in one easy-to-read blurb. This makes it easy for an agent to reference past conversations or refresh their memories with a client's intentions and action items before re-engaging in a conversation. The Blurb ensures that no matter if it's been a day or a month since the last conversation, the emphasis on the client’s needs never changes.
In Summary
Summertime can be busy and chaotic for a loan officer, but that doesn't mean staying organized is impossible! Having an omnichannel communication platform such as Botsplash in your corner can be a huge win for an agent's productivity. Offering easy-to-use features such as advanced lead filters, canned messages, pre-scheduled SMS check-ins, and AI-generated client summaries means the agent spends less time feeling stressed and overwhelmed and more time putting the client first. That is truly being where your customers are!
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