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Lead Funnel Management for Mortgage

Are you looking for an efficient way to manage your lead funnel in the mortgage industry? Look no further than airSlate SignNow by airSlate. airSlate SignNow provides a seamless solution for lead funnel management, allowing you to send and eSign documents with ease.

lead funnel management for Mortgage

With airSlate SignNow, you can streamline your lead management process and ensure that all documentation is securely signed and stored. Say goodbye to tedious paperwork and hello to a more efficient way of managing your mortgage leads.

Ready to take your lead funnel management to the next level? Try airSlate SignNow by airSlate today and experience the benefits for yourself.

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all right check it out this is our messenger funnel so if somebody clicks on one of our links on our web page or a link in a post uh we can even set this up so that it is triggered when somebody uh clicks the send message button in an ad so you can use this with Organic posts and you can use something like this with paid traffic as well all right so check this out our messenger funnel basically says hey man let's ask a series of qualifying questions to see if somebody's a veteran or what their credit score is or you know how much uh what their purchase price of the home they're looking at buying is all these different variables right so that we can get a decent long form lead well what we want to do is take this template that you can get at mlof funnel. comom and put some conditional logic into it so what we want to do is we want to put that conditional logic right here before we tell them hey let's go ahead and chat or you can set up an appointment so let's go ahead and hit shift oops hold on shift and select all these things right here and then you can see they're kind of tied together now let's just move them over a little bit just like that all right now let's delete this right here because this takes us from the last oops this takes us from the last thing where we get them their phone number when we grab their phone number and then we insert a row on our Google sheet and we tag and we notify ourselves that somebody did something cool what we want to do here is go ahead and delete this so that the next step isn't for them to live chat and set up an appointment the next step is for them to get the results the instant results of their quiz their home buyer quiz or their program finder or whatever you want to call this thing right so let's go ahead and take this next step bring it up here we're going to make it a condition right right so the condition is going to be does the contact match all of the following so let's go with user field and we're going to go uh VA right oops we're going to say veteran so there's veteran veteran says yes so we want to make sure they're a veteran and then the next thing we're going to want to do is look at um their credit right so is credit [Music] um under let's see if it says contains or is under let's see let's go back to our flow real quick just to make sure we get the to get the uh wording correctly okay so it's under 579 so that's what we want credit is under 579 right so let's go ahead and come back well I guess we didn't have to necessarily so so we're going to go condition is custom user field credit is under 579 all right so no isn't we want it to be isn't under 579 right so that they're a veteran yes and their credit credit isn't under 579 let's see what other kind of a thing do we want to have for a qualifying uh um deal here let's see oh income if they're below 50,000 bucks they may have a problem buying in a lot of areas now of course you know they may be able to go get a manufactured home or something uh but uh for the most part let's just go ahead and throw that in there let's go um income and we click that isn't below 50k all right there we go so if they match all of these things veteran is yes and credit isn't under 579 and income isn't below 50k now what we can do is we can have a veteran yes C okay so now we can just go affirmative um messenger message is going to be you know thank you personalize it first name based on your answers you have a yeah and then now they'll get this message saying hey let's talk about your specific debt to income ratio and you know look at you know the very specifics of your program but then uh let's take a look at you know chatting and and setting in a appointment now of course this is my demo so I've got a hey thanks for checking it out but if they do not meet veteran is Yes Credit isn't under 579 and income isn't below 50k then what we want to do is come down here and do another condition right so let's go condition now do they match see isn't and income isn't below 50k there we go isn't below 50k so now based on this what we're going to do is we're going to screen them and say does the contact Mach all the following credit isn't under 579 and income isn't below 50k then what we can do is go let's see I'm going to create another positive message here but I'm not going to start from scratch I'm just going to copy this one and say something more or like you know based on your answers you may qualify for [Music] a purchase loan and then do the same thing where I bring it up here and say okay great let's get some more specific information from you so if that's a positive yes okay now this is saying if their credit isn't under 579 so what we want to do is we want to have a thing where if their credit is below those things and they aren't a veteran then what we're going to do is we're going to go copy let's zoom out a little bit have a third message here that's for people who have credit that's below 579 and their income is below 50k so thank you first name based on your answers um So based on your answers we need to get more specific information to see if you could we don't want to um ever get real uh specific here you know you may qualify you could qualify things like that we want to use vague language because obviously this is not a pre-approval but now what we'll do is we'll send them to that same thing that says hey you know we need to get more specific information about your debt to income ratio you know let's talk about you know debt income ratio or credit let's talk about your options and then we tell them you know chat and messenger send an appointment right so and then you know the cool thing of course is is even if they don't reach out to us we can follow up and say hey are you still interested and get any information and if you're not we can opt them in for some home buyer education and credit repair tips so that maybe we can get some you know help some people across the finish line so here's the cool thing right now let's just go ahead and update that right so now we've got our conditional logic in there now of course this is just an example there's so much more stuff you know so much cool stuff we can do with this but I'm just showing you how we can customize the template that's available at mlof funnel. um so that you can have that Zillow type lead or that Lending Tree type of a lead going through something like messenger that has conditional logic gives people tailored results and you know uh you know offers them the opportunity to live chat and messenger versus you having to call your leads right cuz that's a downer who wants to be generating 150 leads in a month and having a call them eight times to see if they're interested boo so this is the this is the fun part right so now we've got conditional logic in our funnel and now check this out we can go ahead and preview it in Facebook boom we can test it out see how it works let's open it in messenger and have a little fun going through this you know hey Tim to get you the most accurate information are you a first time home buyer well yes yes I am I'm just going to whip through this real quick based on my answers I may qualify for a VA loan yes all right cool so then it says hey we need to talk let's chat or set an appointment right and then of course I've got this option here so you can go back to MLL funnels and check it out if you want to but the reality is is Boom this is the demo that you've been looking for now you know we can run this through we can run through this again all right now check this out right so what if I answer where I do have a score that's below you know 579 what happens then right so let's just go ahead and edit that Automation and I can hit the preview in Facebook boom let's try it it's going to open in messenger I don't need a couple of these open all right hey Tim are your first time home buyer sure let's just go ahead and answer this differently and see what kind of different answers we get see based on your your answers we need to get more specific information to see if you could qualify for a home purchase loan right so that's kind of the negative because I said my income is below 50k and my uh credit is under 579 so the condition works right so imagine that now you can create conditional logic in your funnel so that people get the right answer now they're always you know steered back to you to chat or set up an appointment but you know if they're discouraged and they don't necessarily want to talk to you it'll follow up once and then it'll say hey looks like you're not ready that's okay do you want to get some information and then we offer them the opportunity to get that information through Messenger notifications which get like 80% Plus open rates this is just as good as texting but without having to go through the hassle of you know setting up a texting service like you know through twilio so um this is really cool the conditional logic works let me know if you guys have any questions

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