Mortgage leads can be found in many formats and from many different channels. Most mortgage branches buy mortgage leads from different mortgage lead websites, marketing companies, and in house websites. The thing that a lot of offices are missing is a central reason for control that maximizes the revenue potential of sales leads.
The fact is that only about 65% of leads are worked for the fullest extent. Many factors for example turnover & poor personal time management limit the potential of mortgage leads. Leads generated from any channel can be lost inside the shuffle leaving revenue on the table. Drive up your ROI!
From research we have found the important thing points that many need in the mortgage lead management system – Check out some below!
Multiple lead format uploads and channel allocation – This feature enables you to upload leads from different mortgage lead vendors, and various in-house channels by creating an upload template for uploading results in the machine.
Mortgage Lead Distribution – Upload leads and distribute to all or any or certain users. Redistribute leads to active users when deleting an existing user.
Mortgage Lead Tracking – Inbox displays new leads assigned from admin/manager that are being referred to as new leads. User are able to assign call back dates, track closing dates, keep contact notes, plus more!
Automatic Emails – Once a lead is put into the device, dropped from system, or set as closed the machine will be sending a computerized email custom produced by the admin/manager to every lead. This assures professional contact and followup to any or all your borrowers. This email is managed by the admin and can be edited or turned on/off anytime.
Reporting – Reporting is essential to the business proprietor and will really track the creation of employees along with your Free UK mortgage leads. Some sample reports are new leads, leads dropped, leads closed, leads by state, leads in processing with features to follow all of this with what channel or lead vendor.
Security – A highly powerful SSL and bullet proof hosting by Red Hat Linux may be the backbone of the system. This assures no data sharing or possible entries in your account.
Calyx Upload Template – Saving your cause your personal computer inside a Calyx upload template will help you to upload your lead directly to Calyx Point.
Mortgage Calculator – Discuss 3 loan scenarios online with all the quickly data. Compare 3 products to find out what’s perfect for you.
Tips to some Good Lead Management System!
Track employee performance with real-time tracking and reports
Get true reports and ROI for your mortgage lead sources
Easily upload leads from all your mortgage lead channels
Assign leads automatically upon upload or manually each morning
Know ignore the in Mortgage Leads is settling and working for you
Enjoy less stress, relaxation and have confidence in your company operations
Generate more referrals and repeat business with things to look for
Close-up to 20% more mortgage leads annually with an above average lead management system
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