Mortgage leads come in many formats and from many different channels. Most mortgage branches buy mortgage leads from various mortgage lead websites, marketing companies, and in house websites. The one thing that a lot of offices are missing is really a central point of control that maximizes the revenue potential of sales leads.
The truth is just about 65% of leads are worked towards the fullest extent. Many factors such as turnover & poor personal time management limit the potential of mortgage leads. Leads produced by any channel can be lost in the shuffle leaving revenue available. Boost your ROI!
From research we have found the key points that most need inside a mortgage lead management system – Have a look at some below!
Multiple lead format uploads and channel allocation – This selection allows you to upload leads from various mortgage lead vendors, and other 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 an existing user.
Mortgage Lead Tracking – Inbox displays new leads assigned from admin/manager that are to be referred to as new leads. User can then assign call back dates, track closing dates, keep contact notes, plus more!
Automatic Emails – After a lead is added to the system, dropped from system, or set as closed the machine sends an automated email custom created by the admin/manager to each and every lead. This assures professional contact and follow up to any or all your borrowers. This email is managed from the admin and could be edited or turned on/off at any time.
Reporting – Reporting is vital to the business owner and can 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 along with features to trace all this in what channel or lead vendor.
Security – A very powerful SSL and personal industrial strength hosting by Red Hat Linux will be the backbone with the system. This assures no data sharing or possible entries to your account.
Calyx Upload Template – Saving your lead to 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 determine what’s perfect for the borrower.
Key Points to some Good Lead Management System!
Track employee performance with realtime tracking and reports
Get true reports and ROI for all your mortgage lead sources
Easily upload leads all your mortgage lead channels
Assign leads automatically upon upload or manually every day
Know neglect the in Mortgage Leads is paying down and dealing to suit your needs
Enjoy less stress, relaxation and have confidence in your small business operations
Generate more referrals and repeat business with excellent customer service
Close up to 20% more mortgage leads every year with a good lead management system
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