The fact is that only about 65% of leads are worked to the fullest extent. Many factors such as turnover & poor time management limit the potential of mortgage leads. Leads generated from any channel can be lost in the shuffle leaving revenue on the table. Drive up your ROI! From research we have found the key points that most need in a mortgage lead management system – Check out some below!

Multiple lead format uploads and channel allocation – This feature allows you to upload leads from different mortgage lead vendors, and different in house channels by creating an upload template for uploading leads to the system. 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 that are to be called as new leads. User can then assign call back dates, track closing dates, keep contact notes, and more!