Mortgage Leads and Mortgage Lead Supervision 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, plus house websites. The one thing that most offices are missing can be a central reason for control that maximizes the revenue potential of prospects.


The truth is just about 65% of leads are worked to the fullest extent. Many factors such as turnover & poor time management limit the potential of mortgage leads. Leads generated from any channel may be lost in the shuffle leaving revenue available. Boost your ROI!

From research we have found the main element points that many need in the 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 different mortgage lead vendors, and other internally channels by creating an upload template for uploading leads to the device.

Mortgage Lead Distribution – Upload leads and distribute to all or any or certain users. Redistribute results in active users when deleting a current user.

Mortgage Lead Tracking – Inbox displays new leads assigned from admin/manager that are to be called as new leads. User are able to assign call back dates, track closing dates, keep contact notes, and more!

Automatic Emails – Once a lead is put into the system, dropped from system, or set as closed the machine sends a computerized email custom produced by the admin/manager to every lead. This assures professional contact and follow-up to all your borrowers. This email is managed through the admin and can be edited or turned on/off at anytime.

Reporting – Reporting is essential to the business owner and definately will really track producing employees as well as your mortgage leads free. Some sample reports are new leads, leads dropped, leads closed, leads by state, leads in processing and with features to follow this all in what channel or lead vendor.

Security – A very powerful SSL and industry standard hosting by Red Hat Linux will be the backbone from the system. This assures no data sharing or possible entries into your account.

Calyx Upload Template – Saving your result in your pc in the Calyx upload template will assist you to upload your lead to Calyx Point.

Mortgage Calculator – Discuss 3 loan scenarios online with the quickly data. Compare 3 products to find out what exactly is great for the borrower.

Key Points with a Good Lead Management System!

Track employee performance with realtime 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 each morning

Know ignore the in Mortgage Leads is paying down and working 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 every year with a decent lead management system
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