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Mortgage Leads and Mortgage Lead Supervision Systems

Mortgage leads are available in many formats and from numerous channels. Most mortgage branches buy mortgage leads from various mortgage lead websites, marketing companies, plus house websites. The single thing that most offices are missing is a central reason for control that maximizes the revenue potential of prospects.


The reality is that only about 65% of leads are worked for the fullest extent. Many factors including turnover & poor time management planning limit the potential of mortgage leads. Leads generated from any channel may be lost inside the shuffle leaving revenue on the table. Drive up your ROI!

From research we have found the key points that a lot of need inside a mortgage lead management system – Take a look at some below!

Multiple lead format uploads and channel allocation – This feature enables you to upload leads from various mortgage lead vendors, and other in-house channels by creating an upload template for uploading results in the system.

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

Mortgage Lead Tracking – Inbox displays new leads assigned from admin/manager which can be being referred to as new leads. User can then assign call back dates, track closing dates, keep contact notes, and much more!

Automatic Emails – After a lead is added to the system, dropped from system, or set as closed the system sends a computerized email custom developed by the admin/manager to every 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 key to your business owner and definately will really track the creation of employees along with your mortgage leads UK. Some sample reports are new leads, leads dropped, leads closed, leads by state, leads in processing along with features to follow all of this with what channel or lead vendor.

Security – A very powerful SSL and personal bullet proof hosting by Red Hat Linux is the backbone from the system. This assures no data sharing or possible entries into your account.

Calyx Upload Template – Saving your result in your pc in the Calyx upload template will help you to upload your lead directly to Calyx Point.

Mortgage Calculator – Discuss 3 loan scenarios online with the immediately data. Compare 3 products to determine what is perfect for the borrower.

Tips with a 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 your investment in Mortgage Leads is paying off and working for you personally

Enjoy less anxiety, relaxation and trust in your company operations

Generate more referrals and repeat business with excellent customer service

Close up to 20% more mortgage leads every year with a good lead management system
For more info about mortgage leads free just go to our web site: check

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