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

The reality is that only about 65% of leads are worked to the fullest extent. Many factors including turnover & poor time management planning 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 recommendations the important thing points that a lot of need inside a mortgage lead management system – Have a look at some below!

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

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

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

Automatic Emails – After a lead is included with the device, dropped from system, or set as closed the system will be sending an automatic email custom developed by the admin/manager to every lead. This assures professional contact and follow up to all your borrowers. This email is managed by the admin and can be edited or turned on/off anytime.

Reporting – Reporting is essential to any business owner and 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 trace this all in what channel or lead vendor.

Security – An extremely powerful SSL and industrial strength hosting by Red Hat Linux may be 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 a Calyx upload template will allow you to upload your lead directly to Calyx Point.

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

Key Points 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 neglect the in Mortgage Leads is paying off and dealing for you personally

Enjoy less negative feelings, relaxation and rely upon your company 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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