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The 2024 Mortgage Lead Conversion Mastery Playbook

Strategies and Insights from Converting Over 250,000 Mortgage Leads

A complete Solution

All-in-one lead conversion solution to help grow your mortgage business.

BankingBridge’s end-to-end solution framework empowers mortgage businesses to digitally build their audiences, automate their business and create actionable insights.

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Your ultimate marketing & lead conversion solution

You fill in the blanks, we do all the heavy-lifting.

Grab attention and drive traffic

  • Branded Social Shares

    Rate shares, review shares, and co-branded options with Loan Officer and Real Estate Partners.

  • Payment Flyer Templates

    Printable, branded, pre-designed payment flyers that display your most current rate offers and contact information with easily scannable QR code graphic.

Engage visitors with branded embeds & custom pages

  • Custom Loan Officer Landing Pages

    Prebuilt custom branded web page embeds allow you to create personalized experiences that engage and convert.

  • Loan Officer & Lender Co-Branded Digital Embeds

    Prebuilt, branded and co-branded “About Loan Officer", “About the Lender” and “Contact” page embeds make landing page content easy.

  • Reviews Digital Embeds

    Build trust with your audience with Loan Officer and Lender reviews page embeds from Google or Zillow or both!

  • Lead Conversion Workflow Promos

    Beautifully designed in-page promos that drive visitors into lead workflow funnels designed to convert.

  • Real-Time Rate Cards

    Interactive graphic rate cards that display real-time rate data allowing your visitors to engage with your best offers.

Convert your leads with powerful tools

  • Branded Calculators

    Prebuilt, branded mortgage payment, affordability and amortization calculators with CTA’s that convert leads.

  • Lead Capture Web Forms

    Clean, customizable and branded web forms that seamlessly integrate into any CRM.

  • Rate Comparison Tool

    Allow your visitors to research and compare possible rates and connect with you through this branded tool that provides rate update subscriptions and CTA’s to the lead workflow funnel.

  • Rate Tracking Subscriptions

    Empower your leads to easily stay up-to-date with the most current rate info by providing custom scenario, branded, rate-tracking subscriptions that automatically populate to your lead’s inbox.

  • Lead Conversion Workflows

    Designed with beautiful graphics these branded interactive flows are built to keep your leads engaged so you can gather important lead data and provide custom offers that convert.

  • Exit-Intent Popups

    Grab the attention and convert those leads that may try to exit your page with exit-pops that are designed to capture and convert.

  • List-Building Landing Pages

    Already have email addresses in your contact list or do you use word-of-mouth to drive leads? Create your own branded list- building landing page with an easily-sharable URL.

Nurture your leads automatically

  • Rate Tracking Subscription Emails

    Professionally designed, branded and conversion optimized rate tracking emails that keep your leads “in the know” and you front and center with clear CTAs and contact info.

  • Customer Subscription Management Portal

    This loan officer and lender branded subscription management portal allows your leads to manage subscription preferences while providing another engagement opportunity and increase conversion.

  • Realtor Email Engagement

    Use the BankingBridge portal to find and connect real estate partners. Let our automated email invites do the work for you.

Monetize your leads with persuasive content

  • Email CTAs to Complete Loan App

    Professionally designed emails with eye-catching content and CTAs that link to your loan applications to that help you close more loans.

  • Lower Your Rate Email Promos

    These promotional emails grab attention with graphic content and CTAs that drive action from your leads.

Optimize your funnels & flows

  • CRM Integrations

    Keep lead data updated, better predict customer purchase behavior and power your marketing automation program. Our tools integrate with your current CRM.

  • Real-Time Data & Analytics

    Lead performance is reported to your Google Analytics dashboard. Gain Insight into page performance, website traffic, and where leads have the highest conversion on your website.

  • Pricing Engine Integration

    Optimal Blue integration powers your real-time rate cards, rate tables, or payment flyers across any touchpoint or experience.

Your ultimate marketing & lead conversion solution

You fill in the blanks, we do all the heavy-lifting.

Grab attention and convert leads

  • Custom Recommendations Deck

    A personal deep dive into your website. Provide the outline to take your website lead conversion to the next level.

  • Hands-on Installation

    No developer support needed. We work within your existing website design and install your lead conversion tools directly into your website.

Engage visitors with branded embeds & custom pages

  • Custom Loan Officer Landing Pages

    Prebuilt custom branded web page embeds allow you to create personalized experiences that engage and convert.

  • Loan Officer & Lender Co-Branded Digital Embeds

    Prebuilt, branded and co-branded “About Loan Officer", “About the Lender” and “Contact” page embeds make landing page content easy.

  • Reviews Digital Embeds

    Build trust with your audience with Loan Officer and Lender reviews page embeds from Google or Zillow or both!

  • Lead Conversion Workflow Promos

    Beautifully designed in-page promos that drive visitors into lead workflow funnels designed to convert.

  • Real-Time Rate Cards

    Interactive graphic rate cards that display real-time rate data allowing your visitors to engage with your best offers.

Convert your leads with powerful tools

  • Branded Calculators

    Prebuilt, branded mortgage payment, affordability and amortization calculators with CTA’s that convert leads.

  • Lead Capture Web Forms

    Clean, customizable and branded web forms that seamlessly integrate into any CRM.

  • Rate Comparison Tool

    Allow your visitors to research and compare possible rates and connect with you through this branded tool that provides rate update subscriptions and CTA’s to the lead workflow funnel.

  • Rate Tracking Subscriptions

    Empower your leads to easily stay up-to-date with the most current rate info by providing custom scenario, branded, rate-tracking subscriptions that automatically populate to your lead’s inbox.

  • Lead Conversion Workflows

    Designed with beautiful graphics these branded interactive flows are built to keep your leads engaged so you can gather important lead data and provide custom offers that convert.

  • Exit-Intent Popups

    Grab the attention and convert those leads that may try to exit your page with exit-pops that are designed to capture and convert.

  • List-Building Landing Pages

    Already have email addresses in your contact list or do you use word-of-mouth to drive leads? Create your own branded list- building landing page with an easily-sharable URL.

Nurture your leads automatically

  • Rate Tracking Subscription Emails

    Professionally designed, branded and conversion optimized rate tracking emails that keep your leads “in the know” and you front and center with clear CTAs and contact info.

  • Customer Subscription Management Portal

    This loan officer and lender branded subscription management portal allows your leads to manage subscription preferences while providing another engagement opportunity and increase conversion.

  • Email Engagement & Analytics

    Know who is opening your emails and the triggers that are most important to your leads.

Monetize your leads with persuasive content

  • Email CTAs to Complete Loan App

    Professionally designed emails with eye-catching content and CTAs that link to your loan applications to that help you close more loans.

  • Lower Your Rate Email Promos

    These promotional emails grab attention with graphic content and CTAs that drive action from your leads.

Optimize your funnels & flows

  • CRM Integrations

    Keep lead data updated, better predict customer purchase behavior and power your marketing automation program. Our tools integrate with your current CRM.

  • Real-Time Data & Analytics

    Lead performance is reported to your Google Analytics dashboard. Gain Insight into page performance, website traffic, and where leads have the highest conversion on your website.

  • Pricing Engine Integration

    Optimal Blue and Mortech integration powers your real-time rate cards, rate tables, and rate subscriptions across any touchpoint or experience.

CRM INTGRATIONS

Power your marketing automation program with CRM integration.

You've invested in your CRM now deliver more leads, automate, and increase conversion. We integrate with the leading industry CRMs to deliver leads in real time and help you maximize your ROI.

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RATEFLOW API

Collaborate with vendor partners and services with RateFlow API

Rapidly build production ready integrations with internal API toolkit that super charges any existing pricing engine API. RateFlow, a RESTful JSON, swagger 2.0 compliant API, significantly reduces integration to your vendors or existing applications.

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"There was an initial hesitation of incorporating rates into our marketing channels but it has become a critical need 12 months later. BankingBridge allows you to take small steps or giant leaps and we like that approach."
Retail Sales Director
Top Purchase Lender

Solutions to power your mortgage business, tailored to your company

Our products help credit unions, mortgage banks, and brokers capture, convert, and engage leads — all day, everyday.

HOW IT WORKS

Three steps to accelerate your revenue growth

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STEP 1

Book a demo

See the product in action, ask questions, and evaluate if BankingBridge is the right fit.

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STEP 2

Choose a right plan

Multiple plan options that offer usage based pricing tied to your level of success.

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STEP 3

Setup by our experts

Expert install available to maximize lead gen, conversion, and revenue for your business.

For credit unions

Why credit unions love BankingBridge

“We successfully launched BankingBridge and are thrilled to report that in just the first few days, we have generated an impressive 45 new mortgage leads. “

Robert Blake
VP Digital Marketing, Arkansas Federal Credit Union

Turn your website into a tool

21% of total website traffic interacts with a BankingBridge embed on your website. 37% of user who interact with the lead workflow convert into a lead.

Turn up your close rate

Our clients close 10+% of the leads we help them generate. Get to positive ROI in the first 30 days.

Turn to trusted solutions

Join Arkansas Federal Credit Union, Park Community Credit Union, IQ Credit Union and 100+ other high-performing lenders who leverage our tools to close more loans.

FOr Mortgage banks

Why mortgage banks love BankingBridge

More leads that close

We’re in the business of high-quality leads — more than 10% of the ones we help generate close.

More website engagement

One in five website visitors interacts with our lead workflows and more than a third complete them.

More reliable results

Farmers Bank of KC, Capital Bank, Northern Bank, and more than 100+ lending institutions trust our tools.

“ We have seen a real payoff from the investment with Bankingbridge! Once the consumer signs up for rate subscription emails they are able to use all the tools inside of the BankingBridge system. We are able to view and measure the engagement from each consumer. Those engagements provides us with a true consumer buying signal. “

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Monte Robbins
President, Farmers Bank of Kansas City

For Mortgage brokers

Why mortgage brokers love BankingBridge

“ We were initially hesitant to add BankingBridge because I did not know if I wanted to display rates or not.  At the end of the day the consumer wants it, and it has been a game changer for us.“

Josh Rapaport
Broker, District Lending

Boost your confidence

You’re not alone in exploring our tools — more than 100+ trusted mortgage lenders use BankingBridge.

Boost your lead generation

Add website features that get action from more than 20% of visitors. 37% of website visitors that engage with our lead workflow convert to a lead.

Boost your close rate

Don’t just generate leads, generate high-quality leads that close —  over 10% of ours close!

98% of our customers say
choosing BankingBridge increased their revenue

See why 100+ credit unions, mortgage banks & brokers select BankingBridge.

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