Mortgage Prospects and Mortgage Lead Administration Techniques
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 single thing that a lot of offices are missing is a central reason for control that maximizes the revenue potential of prospects.
The fact is that no more than 65% of leads are worked to the fullest extent. Many factors for example turnover & poor personal time management limit the potential for mortgage leads. Leads produced by any channel can be lost in the shuffle leaving revenue on the table. Boost your ROI!
From research is the key points that a lot of need in the 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 internally channels by creating an upload template for uploading contributes to the system.
Mortgage Lead Distribution – Upload leads and distribute to any or all or certain users. Redistribute leads to active users when deleting a present user.
Mortgage Lead Tracking – Inbox displays new leads assigned from admin/manager which can be to be called as new leads. User can then assign call back dates, track closing dates, keep contact notes, plus more!
Automatic Emails – Once a lead is put into the device, dropped from system, or set as closed the device will be sending an automatic email custom created by the admin/manager to each lead. This assures professional contact and follow-up to any or all your borrowers. This email is managed by the admin and is edited or turned on/off at any time.
Reporting – Reporting is vital to the business proprietor and definately will really track the production of employees and your Free UK mortgage leads. Some sample reports are new leads, leads dropped, leads closed, leads by state, leads in processing and with features to trace all this by what channel or lead vendor.
Security – A highly powerful SSL and industry standard hosting by Red Hat Linux will be the backbone with the system. This assures no data sharing or possible entries into your account.
Calyx Upload Template – Saving your result in your pc 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 determine what is great for the borrower.
Blueprint to some 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 every morning
Know neglect the in Mortgage Leads is paying off and dealing to suit your needs
Enjoy less stress, relaxation and trust in your business operations
Generate more referrals and repeat business with things to look for
Close-up to 20% more mortgage leads every year with a decent lead management system
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