Mortgage opportunities come in many formats and from many different channels. Most mortgage branches buy home loans from different home loan websites, marketing companies, and internal websites. The only thing missing in most offices is a central point of control that maximizes the revenue potential of sales leads.
The fact is that only about 65% of leads are worked to the max. Many factors, such as turnover and poor time management, limit the potential of mortgage leads. Leads generated from any channel can get lost in the shuffle, leaving revenue on the table. Increase your ROI!
From the research, we have found the key points that are most needed in a mortgage loan management system. See some below!
Multiple Lead Format Uploads and Channel Mapping – This feature allows you to upload leads from different home loan providers and different internal channels by creating an upload template for uploading leads into the system.
Mortgage Prospect Distribution: Upload prospects and distribute them to all or certain users. Redistribute leads to active users by deleting a current user.
Mortgage Lead Tracking – Inbox shows new leads assigned by admin/manager to be called as new leads. The user can then assign callback dates, track closing dates, keep contact notes, and more.
Automatic Emails – Once a lead is added to the system, removed from the system, or set as closed, the system will send a custom automated email created by the admin/manager to each lead. This ensures professional contact and follow-up with all your borrowers. This email is managed by the administrator and can be edited or turned on/off at any time.
Reporting – Reporting is key for any business owner and will really track the production of employees and your primary mortgage channels. Some sample reports are New Leads, Discarded Leads, Closed Leads, Leads by Status, Leads in Process, and with features to track all of these by which channel or primary provider.
Security: Highly powerful SSL and bulletproof private Red Hat Linux hosting is the backbone of the system. This ensures that no data or potential entries into your account are shared.
Calyx Upload Template – Saving your lead to your PC in a Calyx Upload Template will allow you to upload your lead directly into Calyx Point.
Mortgage Calculator – Discuss 3 loan scenarios online with data on the go. Compare 3 products to see which is best for the borrower.
Key points for a good lead management system!
Track employee performance with real-time tracking and reporting
Get real 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 each morning
Know that your investment in Mortgage Leads is paying off and working for you
Enjoy less stress, relaxation and confidence in 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
Along with these comments, we searched various options online and found 3 good options available for Mortgage Office Manager or Branch Manager.
