Streamline your mortgage processes with lead segmentation for Mortgage

How to create outlook signature

okay so one of the questions i get a lot is in regards to how we help you uh lead filter so that you're only talking with qualified leads and um it's something that most agencies actually none that i've ever seen do and really most lead sellers don't do it either and so the way this works or what i should say is the reason that we do it is so that you're focused on the people that matter the most so that you're doing your follow-up with those people and you're not wasting time who wants to waste time who wants to talk with people that are light years away from qualifying now the way this works it's all done through automations and it's completely flexible so we can basically filter by any type of parameter that we're collecting right and so of course if you've seen our demo uh you probably know that we are doing long form leads so we're collecting uh all the critical pieces of information you need to know and of course it depends a little bit on whether it's a purchase lead or refi lead a renovation lead or whatever it may be we're going to ask different questions but of course we always want to know like credit you know potentially income bankruptcy all the key things if you've done long form leads before you probably know what i'm talking about so we can actually filter by every single one of those parameters and guess what the way we do it is we actually let you choose what those parameters are everybody's a little different on who it is they want to work with and who they don't and so when we work with you and onboard you we actu actually ask those questions and then we just set up the automations ingly and of course they're always changeable too so if you change your mind the future you want your credit scores higher or lower or income higher or lower whatever it may be we can always do that and we do that pretty quickly too so um this makes a huge difference in conversions too rather than handling a bunch of leads so if you're somebody that has worked uh leads before especially like from a marketing agency or really anywhere and you've had to deal with every single lead that comes in there's no automatic segmentation it becomes problematic if you're dealing with every single one right so we want to make sure again that we're just helping you focus your time on the best ones and you know exactly who's qualified not qualified at a glance inside of our automated system so hopefully that is helpful thanks