Sales funnel and website for mortgage

How to create outlook signature

hey everybody i'm going to show you how setting up a quiz in go high level can help you generate mortgage leads what i've done here is set up a quiz that uses conditional logic to give actual feedback to your prospects based on their quiz answers so people will take the quiz and they'll get immediate results and recommendations now you could set up a facebook ad a youtube ad or even a tick tock post you get the idea your offer could be around showing people one of your niche homebuyer programs and then you tell them they can take the home buyer quiz and get immediate results let's run through it real quick here on my phone and i'll show you what i mean okay so here's what the quiz looks like on desktop in a second here i'm going to show you what it looks like on my mobile phone so i just go ahead and click the link and here you can see get instant results and recommendations based on your answers so i'm just gonna go ahead and take the quiz the first question is what is your current employment status the second question what's your annual household income what's my current credit score i guess is okay how much savings do i have am i working with a realtor all right so my information right here is going to be submitted in just a second as soon as i click the submit button and here you can see these are the results hi tim your answers indicate that you've got a pretty good chance of securing a home loan annual household income over 100 000 credit score 800 savings over 15k and my employment status is self-employed then there's a disclaimer saying this is not a mortgage approval you will need to speak to a mortgage professional and complete a mortgage application you can see there's two ways you can reach us one is this calendar right here so they can make an appointment and two you can reach us via text on our text chat so right here in the corner is a text chat and it uh goes ahead and sends you a text and lets you know when somebody has a question from your quiz now if you scroll down a little further it says if you're not ready to speak to someone yet we've got free resources that might that you might find helpful so you can get free access to credit repair and home buyer education information and they can click right here to sign up so let's go ahead and take a look at what it what it looks like on the build side okay so here i am inside of my go high level dashboard where i'm building out the sales funnel so you can see here's the actual quiz itself that page and then here's the homebuyer resources now if somebody did not uh put in information that said that they would be good a good candidate for purchasing a home like if their annual household income is below 50k we tell them you could have problems getting pre-approved for a high enough loan amount to purchase in this market and then also if their score wasn't over 580 you might want to work on improving your score before you apply we tell them this is not a loan denial that we're only showing you potential issues and if you have questions please use the text chat to contact us and then we tell them good news we can show you how to improve your debt to income ratios and credit scores with free diy lessons and take advantage of our free resources click to get access now down here in the corner there would also be another chat bubble right there so if you have questions use our text chat right so this is a really cool way to generate leads and if people are not ready you don't lose track of them because they could potentially access your free resources that can help them with their figure out their debt income ratios and how to fit how to improve that and also how to improve their credit scores so this is just a really cool way to generate leads and stay top of mind because when people come through i'll see i also have set up here a uh a bubble that says yes i want to get access to the home buyer information if you try to click away but here you can see in my contacts folder here i am i've got my information here and it's tagged me as homebuyer quiz completed i can go in there and i can see the additional information that was populated and you can also see when the contact was created when the survey was submitted and all that stuff now because we got my phone number and information my contact information we can also set up really cool automated follow-up sequences to make sure that people will jump in and get our free resources and jump into our sales ecosystem now that whole thing can be built out right here and go high level and that's just what i'm going to do in the coming days now i am an affiliate for go high level and what i'm going to do is i'm going to make free resources available for people who use my affiliate link to start using go high level to generate leads for their business in the next few days i'll be building out follow-up sequences that will keep people involved in your sales ecosystem with education inspiration and motivation so you can close more deals so be sure to click like and subscribe so you don't miss any of my new videos coming up see you next time