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

The truth is no more than 65% of leads are worked to the fullest extent. Many factors such as turnover & poor personal time management limit the potential of mortgage leads. Leads produced by any channel can be lost inside the shuffle leaving revenue up for grabs. Drive up your ROI!

From research we have found the important thing 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 various in house channels by creating an upload template for uploading leads to the system.

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

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

Automatic Emails – Once a lead is put into the machine, dropped from system, or set as closed the device will be sending an automated email custom produced by the admin/manager to each and every lead. This assures professional contact and follow up to all your borrowers. This email is managed by the admin and could be edited or turned on/off anytime.

Reporting – Reporting is essential to your business proprietor and definately will really track the production of employees and your mortgage leads free. Some sample reports are new leads, leads dropped, leads closed, leads by state, leads in processing with features to follow all of this with what channel or lead vendor.

Security – An extremely powerful SSL and private industrial strength hosting by Red Hat Linux will be the backbone of the system. This assures no data sharing or possible entries in your account.

Calyx Upload Template – Saving your lead to your pc in a Calyx upload template will assist you to upload your lead right to Calyx Point.

Mortgage Calculator – Discuss 3 loan scenarios online using the on the fly data. Compare 3 products to find out what is best for you.

Tips to 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 all your mortgage lead channels

Assign leads automatically upon upload or manually every morning

Know ignore the in Mortgage Leads is paying off and dealing to suit your needs

Enjoy less anxiety, relaxation and have confidence in your company operations

Generate more referrals and repeat business with things to look for

Close-up to 20% more mortgage leads each year with a good lead management system
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