Mortgage Qualified prospects and Mortgage Lead Supervision Systems

Mortgage leads are available 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 most offices are missing is really a central reason for control that maximizes the revenue potential of sales leads.


The reality is that no more than 65% of leads are worked to the fullest extent. Many factors such as turnover & poor time management planning limit the opportunity of mortgage leads. Leads produced by any channel may be lost inside the shuffle leaving revenue available. Increase your ROI!

From research we have found the important thing points that a lot of need inside a 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 different internally channels by creating an upload template for uploading contributes to the device.

Mortgage Lead Distribution – Upload leads and distribute to all or certain users. Redistribute contributes to active users when deleting an existing user.

Mortgage Lead Tracking – Inbox displays new leads assigned from admin/manager which can be to be called 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 included with the device, dropped from system, or set as closed the machine will send a computerized email custom created by the admin/manager to each and every lead. This assures professional contact and followup 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 vital to your company owner and will really track the production of employees along with your mortgage leads UK. Some sample reports are new leads, leads dropped, leads closed, leads by state, leads in processing with features to trace this all by what channel or lead vendor.

Security – A highly powerful SSL and private bullet proof hosting by Red Hat Linux will be the backbone with the system. This assures no data sharing or possible entries in your account.

Calyx Upload Template – Saving your lead to your pc inside a Calyx upload template will help you to upload your lead to Calyx Point.

Mortgage Calculator – Discuss 3 loan scenarios online with all the immediately data. Compare 3 products to find out what is perfect for you.

Blueprint 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 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 anxiety, relaxation and have confidence in your company operations

Generate more referrals and repeat business with excellent customer service

Up close to 20% more mortgage leads each year with a decent lead management system
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