Empower your Mortgage Business with CRM Sales Lead Management for Mortgage

How to create outlook signature

welcome to the unifi leads management overview during this video you will learn about lead sources leads programs leads distribution and interacting with the leads themselves to get started you will need to have lead sources set up in the system leads can come from a variety of places including websites and leads providers unify is already integrated with many of these providers but can also add the additional sources unique to your organization once your lead sources are established you can now add and define the specific details regarding how you want your lead program to be managed as you can see in our example you can determine whether you want leads to be automatically pushed to a loan originator have the originator pull the leads from a pool or if you would like to use unify's catapult feature which simultaneously rings the phone of everyone set up to receive leads and automatically assigns the lead to the first person who responds to the call you can set activity requirements and designate a time frame to help ensure that only loan originators who are currently available are getting leads and you can even automatically redistribute leads if they have not been responded to in the required time frame with unifi's automated email marketing system you can instantly begin communicating to your leads with company approved and branded messaging designed to gain the interest and confidence of your new prospects selecting the loan officers you want to participate in any lead program is as easy as checking a box you can specify the types of leads that each person gets by applying filters such as loan amount ranges credit score ranges purchase or refi you can also distribute leads limited to the state where a loan officer is licensed now that your leads program is set up you are ready to start receiving and managing the opportunities sent your way each loan originator manages their leads from an easy to use interface which displays important information about each lead these interfaces are customizable for every user making it possible for them to determine exactly what information they want to see and where they would like to see it the icons at the left give the loan officer quick information about each lead showing them which leads are new when the lead was last assigned and what the last five responses were it even allows you to quickly log your response with the use of a simple pop-up data tool for call centers or companies that want to manage and measure the follow-up activities of their staff unify has developed an outbound system that automatically connects your team to the client and then logs the activity for later use this system manages outbound calls from the loan originator directs leads to participating loan officers through unifies catapult feature and it is the engine behind the telephone prompt associated with its task scheduler following up with your leads is critical to your conversion rates and unify makes this easy with its task scheduler here you can set a task or appointment describe what you need to do schedule it for a time from now or any date and time in the future set your reminders and even have unify call you at the pre-determined time and you can easily sync any task or appointment with your outlook calendar unifies lead management system is a powerful alternative for any company looking to capture additional business for more information contact cross media at 866 497 3224 or visit our website at .crossmedia.llc.com