Mortgage Prospects and Mortgage Lead Management Systems

Mortgage leads can be found 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 many offices are missing can be a central reason for control that maximizes the revenue potential of prospects.


The truth is no more than 65% of leads are worked for the fullest extent. Many factors such as turnover & poor time management planning limit the potential of mortgage leads. Leads produced by any channel can be lost in the shuffle leaving revenue on the table. Boost your ROI!

From research is the main element points that most need inside a mortgage lead management system – Check out some below!

Multiple lead format uploads and channel allocation – This feature allows you to upload leads from various mortgage lead vendors, and various in house channels by creating an upload template for uploading results in 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 being known as new leads. User may then assign call back dates, track closing dates, keep contact notes, and much more!

Automatic Emails – After a lead is put into the machine, dropped from system, or set as closed the machine will send a computerized email custom created by the admin/manager to each lead. This assures professional contact and follow up to any or all your borrowers. This email is managed from the admin and could be edited or turned on/off at anytime.

Reporting – Reporting is essential to the business owner and definately will really track the creation of employees along with your mortgage leads free. Some sample reports are new leads, leads dropped, leads closed, leads by state, leads in processing with features to follow all this by what channel or lead vendor.

Security – A very powerful SSL and industrial strength hosting by Red Hat Linux will be the backbone from the system. This assures no data sharing or possible entries into your account.

Calyx Upload Template – Saving your cause your pc in the Calyx upload template will help you to upload your lead right to Calyx Point.

Mortgage Calculator – Discuss 3 loan scenarios online with all the immediately data. Compare 3 products to see what exactly is great for the borrower.

Blueprint to some Good Lead Management System!

Track employee performance with realtime tracking and reports

Get true reports and ROI for all 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 dealing to suit your needs

Enjoy less negative feelings, relaxation and rely upon your business operations

Generate more referrals and repeat business with excellent customer service

Close-up to 20% more mortgage leads each year with a good lead management system
More details about Free mortgage leads check out our website: click

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