Search engine for touristic excursions to any place in the world Mortgage leads can be found in many formats and from a variety of channels. Most mortgage branches buy mortgage leads from different mortgage lead websites, marketing companies, plus house websites. The single thing that a lot of offices are missing is a central point of control that maximizes the revenue potential of prospects.
The reality is that no more than 65% of leads are worked towards the fullest extent. Many factors including turnover & poor time management limit the potential for mortgage leads. Leads generated from any channel could be lost inside the shuffle leaving revenue available. Drive up your ROI!
From research is the key points that many need in the mortgage lead management system – Check out some below!
Multiple lead format uploads and channel allocation – This selection allows you to upload leads from different mortgage lead vendors, and other 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 leads to active users when deleting an existing 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 much more!
Automatic Emails – When a lead is included with the device, dropped from system, or set as closed the device will send a computerized 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 through the admin and is edited or turned on/off anytime.
Reporting – Reporting is vital to any business owner 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 and with features to trace all this with what channel or lead vendor.
Security – A highly powerful SSL and industrial strength 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 cause your computer inside a Calyx upload template will help you to upload your lead directly to Calyx Point.
Mortgage Calculator – Discuss 3 loan scenarios online using the quickly data. Compare 3 products to determine what is great for the borrower.
Key Points to 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 every day
Know neglect the in Mortgage Leads is paying off and dealing to suit your needs
Enjoy less negative feelings, relaxation and have confidence in your company operations
Generate more referrals and repeat business with what to consider
Up close to 20% more mortgage leads each year with a decent lead management system
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