Mortgage leads come in many formats and from a variety of channels. Most mortgage branches buy mortgage leads from various mortgage lead websites, marketing companies, plus house websites. The thing that many offices are missing is really a central reason for control that maximizes the revenue potential of sales leads.
The fact is that no more than 65% of leads are worked for the fullest extent. Many factors for example turnover & poor time management planning limit the potential of mortgage leads. Leads produced by any channel can be lost in the shuffle leaving revenue on the table. Increase your ROI!
From research we have found the key points that many need in a mortgage lead management system – Take a look at some below!
Multiple lead format uploads and channel allocation – This selection enables you to upload leads from different mortgage lead vendors, and other 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 contributes to active users when deleting a current user.
Mortgage Lead Tracking – Inbox displays new leads assigned from admin/manager that are being called as new leads. User may then assign call back dates, track closing dates, keep contact notes, and much more!
Automatic Emails – After a lead is included with the machine, dropped from system, or set as closed the device sends a computerized email custom created by the admin/manager to each lead. This assures professional contact and followup to all or any your borrowers. This email is managed by the admin and is edited or turned on/off anytime.
Reporting – Reporting is vital to any business owner and will really track producing employees and your mortgage leads UK. Some sample reports are new leads, leads dropped, leads closed, leads by state, leads in processing and with features to follow all of this with what channel or lead vendor.
Security – A very powerful SSL and industrial strength 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 lead to your computer in the Calyx upload template will help you to upload your lead right to Calyx Point.
Mortgage Calculator – Discuss 3 loan scenarios online with all the quickly data. Compare 3 products to determine what is perfect for the borrower.
Blueprint to a 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 all your mortgage lead channels
Assign leads automatically upon upload or manually every day
Know your investment in Mortgage Leads is paying off and working to suit your needs
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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