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, as well as in house websites. The one thing that many offices are missing is really a central reason for control that maximizes the revenue potential of sales leads.

The truth is only about 65% of leads are worked towards the fullest extent. Many factors for example turnover & poor personal time management limit the opportunity of mortgage leads. Leads generated from any channel can be lost within the shuffle leaving revenue available. Drive up your ROI!

From research we have found the main element points that many need in the mortgage lead management system – Take a look at some below!

Multiple lead format uploads and channel allocation – This selection lets you upload leads from different mortgage lead vendors, and different in house channels by creating an upload template for uploading contributes to the device.

Mortgage Lead Distribution – Upload leads and distribute to any or all 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 to be known as new leads. User are able to 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 system will be sending an automated email custom produced by the admin/manager to each lead. This assures professional contact and follow up to all your borrowers. This email is managed from the admin and can be edited or turned on/off at any time.

Reporting – Reporting is vital to any company 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 and with features to follow all of this by what channel or lead vendor.

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

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

Mortgage Calculator – Discuss 3 loan scenarios online with all the on the fly data. Compare 3 products to see what’s great for the borrower.

Blueprint to some 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 each morning

Know your investment in Mortgage Leads is paying off and for you

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

Generate more referrals and repeat business with what to consider

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