As a mortgage broker or credit union, your website is often the first point of contact with potential clients. However, traditional contact forms and email links can be a major web visitor turn-off, deterring prospects from reaching out due to the perceived hassle and time commitment.The truth is, most people won’t fill out contact forms unless they’re already close to making a decision. This means you’re missing out on opportunities to connect with those who are just starting their research. And let’s be honest, filling out forms can feel like a chore, leading to high bounce rates and lost leads.
Traditional contact forms can be a major turn-off, as most people are too busy, distracted, or even anxious to fill them out, fearing they’re making a business commitment. By requiring prospects to fill out a lengthy form as your main contact option, you may be inadvertently pushing them away.
And even more problematic than contact forms, email links require even more effort from the prospect. They have to open their email app, think about what to write, and formulate their thoughts. This creates even more resistance and makes it less likely for them to follow through.
Contact pages that only offer phone or email options can create resistance, causing missed opportunities. Without a clear call-to-action or streamlined process like online booking, potential clients may hesitate, forget, or leave the page altogether.
A Better Solution: Calendar Booking Forms
Calendar booking forms offer a convenient and effortless way for clients to book appointments with your mortgage brokers or agents. This provides a sense of accomplishment and a dopamine boost, making them more likely to follow through. Plus, 24/7 booking eliminates the hassle of phone tag and back-and-forth scheduling.
A modern calendar booking form makes it easy for clients to schedule with you without having to call your office, visit your branch or play time consuming phone and email tag.
By offering calendar booking, you can strike while the iron is hot and convert leads when they’re most engaged. This is especially important in the mortgage industry, where prospects are often researching and comparing options
Top Benefits of Calendar Booking Forms
- Strike while the iron is hot and convert leads when they’re most engaged
- Eliminate phone tag and back-and-forth scheduling
- Offer a sense of accomplishment and dopamine boost to prospects
- Streamline your workflow and automation
- Capture valuable data to enhance your marketing capabilities
- Initiate a relationship built on trust and support with prospects
Streamline Your Workflow and Automation
Calendar booking forms can also streamline your workflow and automation. By syncing with calendars like Google or Outlook, you can eliminate double bookings and control availability. Automatic Zoom links can also be set up, saving time and effort.
After booking on an online calendar, both the client and the business contact whose email is connected receive the booking immediately in their outlook or Google calendar, plus an email notification. Even the zoom link can be automatically inserted, so all you have to do is show up for the meeting.
Capture Valuable Data and Integrate with CRM
Calendar booking forms can capture valuable data, such as the type of mortgage the person is looking for, the size of the mortgage, and down payment. This data can be fed into your CRM, mortgage application system, or email marketing platform, saving time and enhancing your marketing capabilities.
Mortgages are Complex – Offer Guidance and Handholding
Mortgages are often the biggest and most complex transactions of people’s lives. Prospects value expert guidance and handholding through the process. By offering calendar booking, you can initiate a relationship built on trust and support.
Now, Let’s Practice What We Preach!
To get started with revolutionizing your mortgage business, book an appointment with us on our online scheduler. We use calendar booking forms ourselves, because we believe they’re the best way to make scheduling easy and efficient. Click the link to choose a time that works for you: BOOK HERE.
We can’t wait to help you transform your mortgage business with the power of calendar booking forms – a true game changer!
About Adina Zaiontz
Adina Zaiontz is the founder of napkin marketing, a leading expert in mortgage marketing with over 20 years of experience in digital marketing. With a passion for innovative solutions that drive results, Adina helps mortgage brokers and credit unions thrive in a competitive landscape.
