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

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

From research we have found the key points that most need in the mortgage lead management system – Have 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 different in house channels by creating an upload template for uploading leads to the device.

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

Mortgage Lead Tracking – Inbox displays new leads assigned from admin/manager that are being referred to 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 added to the system, dropped from system, or set as closed the system sends a computerized email custom developed by the admin/manager to each lead. This assures professional contact and follow-up to all or any your borrowers. This email is managed by the admin and is edited or turned on/off anytime.

Reporting – Reporting is key to your business owner and can really track producing employees as well as 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 all this by what channel or lead vendor.

Security – A very powerful SSL and industry standard hosting by Red Hat Linux will be the backbone with the system. This assures no data sharing or possible entries in your account.

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

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

Tips to some 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 day

Know neglect the in Mortgage Leads is paying off and to suit your needs

Enjoy less negative feelings, relaxation and trust in your small business operations

Generate more referrals and repeat business with what to consider

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