Mortgage leads are available in many formats and from many different channels. Most mortgage branches buy mortgage leads from different mortgage lead websites, marketing companies, plus house websites. The one thing that a lot of offices are missing can be a central point of control that maximizes the revenue potential of sales leads.

The reality is that no more than 65% of leads are worked for the fullest extent. Many factors including turnover & poor time management limit the potential of mortgage leads. Leads generated from any channel could be lost in the shuffle leaving revenue available. Boost your ROI!

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

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

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

Mortgage Lead Tracking – Inbox displays new leads assigned from admin/manager which can be to become 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 included with the device, dropped from system, or set as closed the machine sends a computerized email custom developed by the admin/manager to every lead. This assures professional contact and followup to any or all your borrowers. This email is managed through the admin and could be edited or turned on/off anytime.

Reporting – Reporting is essential to any company owner and can 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 with features to follow all this in what channel or lead vendor.

Security – A very powerful SSL and industrial strength hosting by Red Hat Linux is 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 the Calyx upload template will assist you to upload your lead right to Calyx Point.

Mortgage Calculator – Discuss 3 loan scenarios online using the quickly data. Compare 3 products to determine what is best 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 every day

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

Enjoy less anxiety, relaxation and rely upon your small business operations

Generate more referrals and repeat business with what to consider

Up close to 20% more mortgage leads every year with a good lead management system
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