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​In today's competitive mortgage industry, establishing meaningful connections with potential borrowers is crucial for success. But with so many digital touchpoints available in 2025 and so much consumer expectation for fast, easy information, how does your team manage it all?

To answer that question, we want to introduce you to BankingBridge Engage. This new tool offers a comprehensive solution designed to enhance initial lead outreach and nurture relationships effectively. Engage leverages real-time instant rate quoting delivered via SMS and email. 

That means your company can serve potential borrowers the information they want when they want it. And it accomplishes that without any of your loan officers having to lift a finger. That keeps them free to nurture leads and close loans. 

What BankingBridge Engage can do 

This platform equips mortgage lenders with tools to engage leads through personalized communications, real-time rate information, and seamless integrations.​

What’s more, it works wherever you’ve already activated your brand. BankingBridge Engage supports list lead sources including:

• Bankrate
• NerdWallet
• FreeRateUpdate.com
• Mortgage Research Center
• LendingTree
• Credit Karma

The platform supports list lead sources beyond the above, including trigger leads. 

Key features of BankingBridge Engage

To give you a clearer idea of how BankingBridge Engage can drive wins for your team, let’s dig into its features:

#1: Rate subscription emails

Engage makes it possible to send up to 5,000 monthly rate subscription emails. These weekly emails provide potential borrowers with real-time mortgage rate updates, ensuring they’re informed about favorable lending conditions. 

This consistent communication positions your team as trusted industry experts and keeps leads engaged.

#2: AI-powered SMS conversations

The platform supports 1,000 monthly short message service (SMS) AI-supported threads, enabling leads to receive SMS text messages about their loan options from an AI chatbot. By showing up where people are already looking (on their phones), SMS helps to drive conversions. 

The chatbot behind Engage provides rate dashboard URLs and loan summary worksheets. It can also answer questions about rates, offer updated rate quotes, and schedule appointments. When the lead is ready to talk to a live person, it can notify your loan officers of the warm transfer, too. 

This immediate and personalized interaction enhances the lead experience and fosters engagement.

#3: Integration with multiple lead sources

Lenders can enroll leads from up to three sources — like Bankrate, NerdWallet, and FreeRateUpdate — into the instant rate quote feature with BankingBridge Engage. This integration streamlines the borrower experience by providing immediate and accurate rate information, catering to the modern consumer's expectation for quick responses.

#4: Comprehensive analytics and scheduling

Engage offers dashboard analytics that track email opens, clicks, dashboard visits, and scheduled calls. These insights allow lenders to measure performance and optimize outreach strategies. 

Additionally, the Calendly integration facilitates easy scheduling of meetings between loan officers and borrowers, reducing friction throughout the conversion process.

#5: CRM integration and communication management

The platform can disable rate subscription emails based on CRM milestones, ensuring that communication remains relevant and timely. This feature prevents leads from receiving unnecessary emails during the loan process, enhancing the borrower experience.

5 benefits of using BankingBridge Engage for initial lead outreach

1. Personalized communication: By delivering tailored rate information through emails and SMS, lenders can address the specific needs and interests of potential borrowers, increasing the likelihood of conversion.​
2. Timely engagement: The AI chatbot's ability to provide instant responses ensures that leads receive the information they seek without delay, meeting the modern consumer's expectation for immediate service.​
3. Efficient lead management: Integrating multiple lead sources into a single platform simplifies the management process, allowing lenders to focus on building relationships rather than juggling disparate systems.​
4. Data-driven decisions: Access to detailed analytics empowers lenders to understand lead behavior and preferences, enabling them to tailor their strategies for better results.​
5. Seamless scheduling: The integration with scheduling tools like Calendly makes it easy for leads to book appointments, reducing barriers to engagement and moving them closer to conversion.​

Incorporating BankingBridge Engage into your lead outreach strategy can significantly enhance your ability to connect with potential borrowers. And it does this without creating extra work for your loan officers. 

By leveraging its comprehensive features, mortgage lenders can provide a personalized, efficient, and responsive experience that meets the expectations of today's consumers. This helps to drive higher conversion rates and foster long-term relationships. 

If you want to explore what BankingBridge Engage could do for your specific lending team, book a demo with us today. 

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