Mortgage leads are available in many formats and from many different 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 a central point of control that maximizes the revenue potential of prospects.
The truth is 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 may be lost in the shuffle leaving revenue available. Increase your ROI!
From research recommendations the main element points that most need in a mortgage lead management system – Check out some below!
Multiple lead format uploads and channel allocation – This feature allows you to upload leads from various mortgage lead vendors, and other in-house channels by creating an upload template for uploading results in the system.
Mortgage Lead Distribution – Upload leads and distribute to all or certain users. Redistribute leads to active users when deleting a current user.
Mortgage Lead Tracking – Inbox displays new leads assigned from admin/manager which are being called as new leads. User can then assign call back dates, track closing dates, keep contact notes, and more!
Automatic Emails – After a lead is put into the device, dropped from system, or set as closed the machine will be sending an automatic email custom developed by the admin/manager to each lead. This assures professional contact and followup to any or all your borrowers. This email is managed from the admin and can be edited or turned on/off at anytime.
Reporting – Reporting is key to any business owner and definately will really track the production of employees along with your mortgage leads free. Some sample reports are new leads, leads dropped, leads closed, leads by state, leads in processing along with features to track all this in what channel or lead vendor.
Security – A very powerful SSL and private bullet proof hosting by Red Hat Linux is the backbone from the system. This assures no data sharing or possible entries to your account.
Calyx Upload Template – Saving your result in your computer inside a Calyx upload template will allow you to upload your lead directly to Calyx Point.
Mortgage Calculator – Discuss 3 loan scenarios online with the on the fly data. Compare 3 products to see what is perfect for the borrower.
Key Points with 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 ignore the in Mortgage Leads is paying off and to suit your needs
Enjoy less anxiety, relaxation and rely upon your small business operations
Generate more referrals and repeat business with what to consider
Close up to 20% more mortgage leads each year with a decent lead management system
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