Less busywork. More time for your borrowers.

Overview

Keep your mortgage marketing and relationship-building activities organized in Clickbase. Bring together borrower enquiries, referral contacts, content plans, and follow-up tasks so your team can stay focused on the next conversation.

From enquiry to conversation

Plan timely follow-ups for new enquiries and stay connected with prospective borrowers. Keep communication clear throughout the relationship, and direct borrowers to your approved application process when they are ready to move forward.

Build your referral network

Stay in touch with real estate agents and other referral partners. Organize outreach, plan co-marketing activities, and share helpful educational content that keeps your business top of mind without promising specific rates or lending outcomes.

Keep your marketing clear and compliant

Create content that explains mortgage terminology, application steps, and common borrower questions in plain language. Review all materials before publishing. Rate claims, payment examples, testimonials, licensing details, and required disclosures must follow applicable advertising rules and your brokerage’s policies. Avoid sharing sensitive financial documents through marketing channels; use your approved secure systems instead.

I’ve left setup time and connection details out because those need to reflect the actual mortgage tools and integrations you support.