Search engine for touristic excursions to any place in the world Mortgage leads come in many formats and from numerous 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 point of control that maximizes the revenue potential of sales leads.
The fact is that just about 65% of leads are worked for the fullest extent. Many factors such as turnover & poor personal time management limit the potential of mortgage leads. Leads generated from any channel can be lost inside the shuffle leaving revenue up for grabs. Boost your ROI!
From research we have found the important thing points that most need in a mortgage lead management system – Check out some below!
Multiple lead format uploads and channel allocation – This feature enables you to upload leads from different mortgage lead vendors, and different internally channels by creating an upload template for uploading contributes to the machine.
Mortgage Lead Distribution – Upload leads and distribute to all or certain users. Redistribute leads to active users when deleting a current user.
Mortgage Lead Tracking – Inbox displays new leads assigned from admin/manager which are to be referred to as new leads. User can then assign call back dates, track closing dates, keep contact notes, and more!
Automatic Emails – When a lead is added to the system, dropped from system, or set as closed the machine will send a computerized email custom developed 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 can be edited or turned on/off anytime.
Reporting – Reporting is essential to your business proprietor and can really track the creation of employees as well as your Free mortgage leads. Some sample reports are new leads, leads dropped, leads closed, leads by state, leads in processing with features to trace this all in what channel or lead vendor.
Security – An extremely powerful SSL and personal industry standard 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 help you to upload your lead to Calyx Point.
Mortgage Calculator – Discuss 3 loan scenarios online with the on the fly data. Compare 3 products to see what’s perfect for the borrower.
Key Points with a Good Lead Management System!
Track employee performance with real-time tracking and reports
Get true reports and ROI for all your mortgage lead sources
Easily upload leads from all of your mortgage lead channels
Assign leads automatically upon upload or manually each morning
Know neglect the in Mortgage Leads is settling and working for you
Enjoy less stress, relaxation and rely upon your business operations
Generate more referrals and repeat business with excellent customer service
Close-up to 20% more mortgage leads each year with an above average lead management system
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