Mortgage leads come 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 thing that most offices are missing can be a central point of control that maximizes the revenue potential of sales leads.

The reality is that just about 65% of leads are worked towards the fullest extent. Many factors including turnover & poor personal time management limit the opportunity of mortgage leads. Leads generated from any channel may be lost in the shuffle leaving revenue on the table. Boost your ROI!

From research is the key points that a lot of need in a mortgage lead management system – Have a look at some below!

Multiple lead format uploads and channel allocation – This selection allows you to upload leads from various mortgage lead vendors, and different internally channels by creating an upload template for uploading results in the machine.

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

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

Automatic Emails – When a lead is added to the device, dropped from system, or set as closed the device will send an automatic email custom produced 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 is edited or turned on/off at anytime.

Reporting – Reporting is essential to any business proprietor 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 along with features to follow all of this in what channel or lead vendor.

Security – An extremely powerful SSL and 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 computer inside a Calyx upload template will allow you to upload your lead directly to Calyx Point.

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

Blueprint with a Good Lead Management System!

Track employee performance with realtime tracking and reports

Get true reports and ROI for your mortgage lead sources
Easily upload leads from 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 small business operations

Generate more referrals and repeat business with excellent customer service

Close up to 20% more mortgage leads annually with a decent lead management system
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