Mortgage Qualified prospects and Mortgage Lead Administration Methods
Mortgage leads are available in many formats and from a variety of channels. Most mortgage branches buy mortgage leads from different mortgage lead websites, marketing companies, as well as in house websites. The single thing that a lot of offices are missing can be a central point of 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 for example turnover & poor time management planning limit the potential for mortgage leads. Leads generated from any channel can be lost within the shuffle leaving revenue on the table. Increase your ROI!
From research is the main element points that many need inside 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 various in-house channels by creating an upload template for uploading contributes 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 can be being known as new leads. User may then assign call back dates, track closing dates, keep contact notes, and much more!
Automatic Emails – Once a lead is put into the system, dropped from system, or set as closed the system will send an automated email custom produced by the admin/manager to every lead. This assures professional contact and followup to any or all your borrowers. This email is managed through the admin and can be edited or turned on/off at anytime.
Reporting – Reporting is vital to the company owner and definately will really track the production of 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 with what channel or lead vendor.
Security – A very powerful SSL and private industry standard hosting by Red Hat Linux is the backbone with the system. This assures no data sharing or possible entries to your account.
Calyx Upload Template – Saving your result in your personal computer in the Calyx upload template will help you to upload your lead right to Calyx Point.
Mortgage Calculator – Discuss 3 loan scenarios online with all the on the fly data. Compare 3 products to see what is best for the borrower.
Tips to some 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 from all of your mortgage lead channels
Assign leads automatically upon upload or manually each morning
Know your investment in Mortgage Leads is paying off 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 what to consider
Up close to 20% more mortgage leads annually with an above average lead management system
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