Mortgage Leads and Mortgage Lead Administration Techniques
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, as well as in house websites. The thing that many offices are missing can be a central reason for control that maximizes the revenue potential of sales leads.
The truth is no more than 65% of leads are worked for the fullest extent. Many factors including turnover & poor personal time management limit the opportunity of mortgage leads. Leads produced by any channel could be lost inside the shuffle leaving revenue up for grabs. Boost your ROI!
From research recommendations the key points that a lot of need in a mortgage lead management system – Have a look at some below!
Multiple lead format uploads and channel allocation – This feature lets you upload leads from various mortgage lead vendors, and other in house channels by creating an upload template for uploading results in the device.
Mortgage Lead Distribution – Upload leads and distribute to any or all or certain users. Redistribute leads to active users when deleting an existing user.
Mortgage Lead Tracking – Inbox displays new leads assigned from admin/manager which are to be known as new leads. User may then assign call back dates, track closing dates, keep contact notes, and much more!
Automatic Emails – When a lead is put into the machine, dropped from system, or set as closed the machine sends an automated email custom produced by the admin/manager to each and every lead. This assures professional contact and follow up to all your borrowers. This email is managed from the admin and is edited or turned on/off at anytime.
Reporting – Reporting is key to the business proprietor and definately will really track the creation of employees and 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 of this with what channel or lead vendor.
Security – A highly powerful SSL and personal bullet proof hosting by Red Hat Linux may be the backbone from the system. This assures no data sharing or possible entries to your account.
Calyx Upload Template – Saving your lead to your pc in the Calyx upload template will allow you to upload your lead right to Calyx Point.
Mortgage Calculator – Discuss 3 loan scenarios online with the on the fly data. Compare 3 products to see what exactly is perfect for you.
Blueprint to some Good Lead Management System!
Track employee performance with realtime 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 ignore the in Mortgage Leads is paying off and dealing to suit your needs
Enjoy less anxiety, 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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