Mortgage leads come in many formats and from a variety of channels. Most mortgage branches buy mortgage leads from various mortgage lead websites, marketing companies, and in house websites. The one thing that a lot of offices are missing is really a central point of control that maximizes the revenue potential of sales leads.

The truth is just about 65% of leads are worked for the fullest extent. Many factors such as turnover & poor time management planning limit the opportunity of mortgage leads. Leads generated from any channel may be lost within the shuffle leaving revenue up for grabs. Drive up your ROI!

From research is the important thing points that most need in 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 different mortgage lead vendors, and various in-house 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 results in active users when deleting a current user.

Mortgage Lead Tracking – Inbox displays new leads assigned from admin/manager that are to become called as new leads. User may then assign call back dates, track closing dates, keep contact notes, plus more!

Automatic Emails – When a lead is added to the device, dropped from system, or set as closed the machine will be sending an automated email custom created by the admin/manager to every lead. This assures professional contact and followup to all or any your borrowers. This email is managed from the admin and could be edited or turned on/off at anytime.

Reporting – Reporting is essential to your company owner and can really track the production of employees and your Free UK mortgage leads. Some sample reports are new leads, leads dropped, leads closed, leads by state, leads in processing along with features to track this all with what channel or lead vendor.

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

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

Mortgage Calculator – Discuss 3 loan scenarios online with the quickly data. Compare 3 products to see what is best for the borrower.

Tips to a Good Lead Management System!

Track employee performance with realtime tracking and reports

Get true reports and ROI for all of your mortgage lead sources
Easily upload leads from all of your mortgage lead channels

Assign leads automatically upon upload or manually every morning

Know your investment in Mortgage Leads is paying down and dealing to suit your needs

Enjoy less stress, relaxation and have confidence in your small business operations

Generate more referrals and repeat business with excellent customer service

Close-up to 20% more mortgage leads every year with an above average lead management system
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