Mortgage leads are available in many formats and from a variety of channels. Most mortgage branches buy mortgage leads from various mortgage lead websites, marketing companies, as well as in house websites. The one thing that many offices are missing can be a central reason for control that maximizes the revenue potential of sales leads.
The fact is that only about 65% of leads are worked towards the fullest extent. Many factors such as turnover & poor time management planning limit the potential of mortgage leads. Leads generated from any channel could be lost inside the shuffle leaving revenue on the table. Increase your ROI!
From research recommendations the key points that many need in a mortgage lead management system – Check out some below!
Multiple lead format uploads and channel allocation – This selection allows you to upload leads from different mortgage lead vendors, and different internally channels by creating an upload template for uploading leads to the system.
Mortgage Lead Distribution – Upload leads and distribute to all or certain users. Redistribute contributes to active users when deleting a present user.
Mortgage Lead Tracking – Inbox displays new leads assigned from admin/manager which are to be called as new leads. User may then assign call back dates, track closing dates, keep contact notes, plus more!
Automatic Emails – After a lead is put into the machine, dropped from system, or set as closed the machine will send an automatic email custom created by the admin/manager to each lead. This assures professional contact and follow up to any or all your borrowers. This email is managed through the admin and could be edited or turned on/off anytime.
Reporting – Reporting is key to the company owner and definately will really track the production of employees as well as your Free UK mortgage leads. Some sample reports are new leads, leads dropped, leads closed, leads by state, leads in processing and with features to track this all by what channel or lead vendor.
Security – A very powerful SSL and industrial strength hosting by Red Hat Linux is the backbone with the system. This assures no data sharing or possible entries into your account.
Calyx Upload Template – Saving your result in your computer in the Calyx upload template will allow you to upload your lead to Calyx Point.
Mortgage Calculator – Discuss 3 loan scenarios online using the on the fly data. Compare 3 products to see what exactly 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 all of your mortgage lead sources
Easily upload leads all your mortgage lead channels
Assign leads automatically upon upload or manually every morning
Know your investment in Mortgage Leads is settling and dealing for you
Enjoy less negative feelings, relaxation and trust in your company operations
Generate more referrals and repeat business with what to consider
Up close to 20% more mortgage leads each year with an above average lead management system
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