Streamline lead qualification for Mortgage
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Lead qualification for Mortgage
Lead qualification for Mortgage
With airSlate SignNow's intuitive platform, you can easily streamline your mortgage lead qualification process and improve efficiency. Take advantage of airSlate SignNow's powerful features to simplify document management and accelerate your workflow. Start using airSlate SignNow today to experience a seamless and secure way to manage your mortgage leads.
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FAQs online signature
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What are the factors of lead qualification?
The criteria used for lead qualification can vary depending on the specific business and industry. However, common criteria include demographic information (such as company size, industry, and location), lead source or channel, level of engagement (such as website visits, downloads, and interactions).
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What is meant by lead qualification?
Lead qualification is exactly how it sounds: It's the process of determining how valuable a lead is. Marketing and sales teams qualify leads to try and figure out how likely a prospect is to buy something from their company. This tends to be a multi-stage process.
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What is an example of a lead qualification?
How are leads qualified? TypeExample Demographic information Age, location, gender Professional information Industry, company size, job title Behavior Website engagement, event attendance, browser history, previous purchases Nov 29, 2022
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What qualifies as a lead?
A qualified lead is a prospect who has been generated by the marketing team, evaluated by the sales team and fits the profile of an ideal customer with the intent to buy.
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How do you qualify someone as a lead?
Qualifying leads takes into account both a lead's interest in the product and a lead's viability of becoming a customer. Many companies use the term "sales qualified lead," or SQL. This means the sales team qualifies the leads, not the marketing team or another automated process.
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How does a lender qualify a lead?
Defining a Qualified Mortgage Lead These criteria may include a solid credit history, manageable debt-to-income ratio, sufficient down payment, stable employment, and clear financial goals. Identifying these key attributes is essential for prioritizing leads and optimizing conversion rates.
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What is lead qualification criteria?
Lead qualification is the process of evaluating potential customers based on their financial ability and willingness to purchase from you. It includes assessing a lead's necessity to buy a product, finding out whether this person is authorized to make the purchase, and how much money they can spend.
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What is the lead qualification level?
Lead Qualification is all about sifting through your list of leads and identifying those who are most likely to become your paying customers. To do that, you need to understand your leads on three different levels of hierarchy. Organizational Level - where you evaluate if their company is the right fit.
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hey everybody in today's video I'm going to show you how we can set up a Facebook ad that'll generate home buyer leads in about 15 minutes we're going to be able to set this up so quickly because we're going to use a template that I created in canva that you're going to be able to download and use for yourself and we're going to be able to copy and paste the ad right off of a cheat sheet that I've already got prepared we're also going to show you how meta just disclose some information that shows us how we can get better results with less targeting when we're using the special ad category so let's go ahead and get this done it'll only take about 15 minutes we're going to jump over to my ads manager okay so the first thing you do when you jump over to your ads manager is hit the create button and here you can choose your campaign objective and we're going to choose engagement because as you all know I really love messenger ads because they do get you that instant engagement so that you don't have to generate a lead and then turn around and try to call it later you've got people right there on messenger live with you so that they can opt in to live chat with you or set up an appointment or whatever so let's go ahead and choose engagement and hit continue okay now we're going to go ahead and name the campaign we'll go ahead and type into this field and as far as categories go we're going to choose housing that's the special AG category that we have to use and the rest of this stuff is Okay click next so now we're in the ad set so we're going to go ahead and name the ad set and let's see everything here is good so we're going to scroll down make sure we select the right Facebook page okay we come down here to budget you can start at 10 bucks a day and see if that works for you in your Market all right so audience here's where we're going to use this drop down and we're going to select people living in this location now as far as locations go this is where we're going to go ahead and put the city that we want to run our ads in you can select more than one city you can adjust the radius around the city by using this slider by clicking on it and then adjusting the slider okay now for the targeting because we're using special AG category we can't use age or gender and here in the detailed targeting I'm going to go ahead and show you something this is information straight from meta it's brand new information where they've kind of released some um ideas about how to use broad targeting how you can improve your results with broad targeting so here you can see why you'd want to choose broad targeting because you can get 12 percent lower cost per per result which is just great right who doesn't want that and that's 12 lower than those who did not use broad targeting so basically you're going to be looking at your audience and just using location targeting because here in special ad category we can't use age or gender so basically when you're looking at creating your audience you're going to exclude detailed targeting which means you're going to be avoiding using interest-based targeting parameters right so there's no detailed targeting in there you're going to want to have as large a large of audience as possible for your area now here you can see a local law office was able to get 88 percent more messages from broad targeting at a 46 percent lower cost per result so I don't know that's some pretty compelling evidence straight from meta so with that being said let's just go ahead and leave our targeting Broad and not put any detailed targeting in there because right now we've got 962 000 people to a million people in there and when we choose Zillow as an interest perhaps you can see it drops by half now we're down to 474 uh half a million people so that cuts your targeted audience in half when you use detailed targeting so just for Grins and Giggles let's look up what percentage of Americans are homeowners right so what percentage of America are renters so 35 percent are 34 percent of people in the US are renting right now so when you cut that audience in half you know you're suddenly cutting down your ability to reach people that could potentially be interested in your offer so that's why I think it's a good idea to follow their advice and use that broad targeting because you want to have as big as audience as possible looking at your ad now your targeting can take place in the ad itself so we're not going to worry too much about that anymore let's just go ahead and look at the placements so this is where our ad is going to be seen right so we're going to want to get rid of things that don't have the right image size and these are 9 by 16 so we're going to get rid of those we're going to get rid of let's see these are the right size we're going to want to get rid of anything that isn't going to look good in a reasonably Square uh place like this for example these are that 9 by 16 aspect ratio so we're going to get rid of that that should do it now let's go ahead and click next now we're in the add area so we're going to go ahead and name our ad and now we're going to scroll down a little bit here and this is where we are going to be setting up the add video so we're going to add video and it says add media now what we're going to do is go ahead and upload the video that I've got created see right here in my course at 24 7 rocket media I've got a home buyer leads course and what I've done is I've created a PDF document that has got 14 pages of different ad ideas images and different videos that you can use so here is an ad copy that I can copy and paste as well as a video right here that I created in canva now this is fully customizable if you like so let's go ahead and use that template so we download it and it pops right into our canva account and I'm just going to use it the way it is so I'm just going to hit download I don't need to change any of the images or colors so I'm going to hit download and wait for that to download here just a sec if you want to get a copy of this template that you can use in your ads just go ahead and go over to 247 rocketmedia.com and book an appointment with me where I'll show you this whole system and I'll get you a complimentary copy of this template there we go it's down there at the bottom of the screen so let's go ahead it's in our download folder now we can click the upload button and grab it out of our download folder that'll upload here and we can make sure it's highlighted and click the next button and there's what the preview looks like we'll click done and there it is in our preview right there and because it's the correct aspect ratio for the placements it's going to look great so now the primary text let's go ahead and go back to our cheat sheet in the course there we go we can go ahead and copy that information right off that cheat sheet and paste it right here in the primary text make a few modifications if you like no worries let's go ahead and copy our call to action we're going to put that over here in the headline area of the ad look at that perfect okay so here's where the magic of messenger ads comes into play because right here where it says message template and you see the button clicked start conversations that's where you can use Messenger to instantly engage with people immediately so that you're not generating leads that you have to call later because hey man it's 2023 why not use messenger automations to help you sort and qualify your clients as well as make appointments and start live chats with them check it out everybody can either have an option to chat with you live on messenger or they can set an appointment with you so you don't have to call leads anymore so let me show you what that looks like okay so here we are at 24 7 rocket media in my homebuyer course this is a one button template that you can go ahead and download and customize and I show you how to do it all right here in this very affordable course where you've got the uh add an ad copy from once somebody pushes that send message button on your ad it's going to start an automated conversation that has automated follow-ups and even Ops them in for long-term nurture the template that you download in my course looks like this it asks some pre-qualifying questions as you go through the flow now each one of these questions has its own automated follow-up just in case they don't come complete it it checks with them to see when they're completed with the flow it asks them to chat in messenger or set an appointment if they don't take us up on it it has automated follow-up to make sure that there's not interested in taking us up on our offer and even if they opt out we still say hey if you'd like to ask a question you can then if they still don't take us up on the offer we get them to opt in on some homebuyer education or credit repair information content that you can use to educate and Empower and inspire people now along the way you're always notified every step along the way anytime somebody does something notable in your chat bot you're going to be notified so you know to jump in there and look at the lead and interact with your prospect now how we get that chat bot to fire off is something called a keyword and you can see right here I've got a few of them already set up but let's set one up right now so here we are in manychat setting up that keyword that's going to fire off our bots so we're going to set this up plus keyword now we're going to add text I always use a little Dash in front of the words so that way it doesn't get confused with any other keywords that you might possibly make that have similar words in them so here we are Dash low down payment so we're just going to go ahead and X out of that little warning sign there so there's our keyword low down payment now we'll go ahead and select the channel get rid of this again yeah don't show me this again we're going to select messenger and hit create now we're going to select existing because we've already got a flow created right so we don't have to have something fire off that's new we don't have to create anything because it's already there foreign so we're going to go over to our home buyer funnel we can see the preview right there and select it now anytime somebody hits that low down payment they're going to be sent over to our mlo funnels main homebuyer flow it's activated perfect now we can go back and edit our conversation so right here you can see they've got some pre-existing quick reply buttons but we're going to go ahead and customize this so it can be used for our home buyer ad we'll go ahead and leave our phone number there showing that's fine we're going to select quick replies and go ahead and put in our keyword right there Dash low down payment let's go ahead and name our template so we can save it for the next time we want to use it and we can click save and finish okay so everything looks good over here in our preview let's go ahead and hit publish and now we can go ahead and X out of it here and we're all set you can see everything is processing and it can take anywhere from two to 24 hours for Facebook to approve your ad so go ahead and be patient so yeah creating Facebook ads that generate home buyer leads is really that easy right I mean I can teach you how to do it in less than 15 minutes and once you get used to doing this you could just spend maybe an hour or two a week on your marketing and be able to generate lead after lead after lead you know these are exclusive leads you can put exactly what you want in the ads and you know what I'm here to help I do have a course available for you over at 247 rocketmedia.com if you want or if you want to just go ahead and make an appointment with me on my website and you'll get that free video template that you can import right into canva and customize it or use it as is however you like so you know if you're interested in generating your own home buyer leads or home equity line of credit leads or USDA leads or VA leads you get the idea this can be used for anything so go ahead reach out to me if you have any questions
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