Optimize Your Mortgage Sales Lead Management System with airSlate SignNow

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the best definition of potential came from a football coach he said no matter how good that rookie is he hasn't done anything yet assigned leads are just that it's great you got a newly assigned lead it has potential it doesn't it hasn't done anything for you yet here's an example of the sign leaves I'm going to call this wasted leads number one by the way this is the most common fail point of most people who start building a loan team to do consumer direct not every loan officer no matter how good the lead is is a good is a good lead loan officer some of them just aren't good at it and so it's classically you're going to get uh somebody you got 30 leads in there's no evidence there's no evidence that they've ever been touched no and you talk so long I'll say hey Bob what happened to those 30 weeks you know you know I'm not well you know I just just not really getting anywhere with impossible you know the funny thing is I'm not seeing that there's anything that's actually been done to get anywhere with them Harry you know so you can you can use filters these are these are like a second level of validation yeah the lead still assigned it hasn't gone anywhere we're going to be the CRM is going to email it out going hey we're trying to contact you you contact us that messaging is still going to continue but I'm going to apply these other filters that my loan officer as he works it says you know what yeah I called left message it's been attempted once yeah I try it twice try it three times and what I can do by this is at a very high level I can just open up and say show me all my assigned leads there's my company's assign leads filter by status all right great everything that's an assigned has been worked to the level that I want at work how many touches I want to do and I go next contact so this is a way of of making sure that your leads are getting worked time frame you can create Dynamic filters in our system you can create you can track anything disclosures out you know any any particular Key Stage that you want you can put in our system and you can make emails and and have your LS literally if a loan officer has a lead that's assigned yes I called it I'm going to right click it I didn't get a hold of it it's now attempted twice whatever and so you know in our in our in our in our system the way we use our system every lender we talk to I just like I'm an old one guy right did we try and get a hold of lender three times the talks about our software great we talked to him did I try and get that conversation three times to see if we could hold a demonstration with him and you wrote did I try you know talk to them three times to get an application do they stiff us on the demo oh hey take my application tomorrow at 6 pm I'll be there waiting for your call yeah demo fail the demo you know but at every stage we're tracking to make sure that we're not wasting this contact that we paid for here's the other inverse of of uh about assigned potential you got another loan officer got 30 leads the history is well documented it's a trusted loan officer you're looking at the pipeline and of those 30 leads 13 have been moved to bad dead and the other 17 have been attempted two and three times and have never moved not hard to figure out what's going on there so you need to change that lead type or lead vendor before you burn out your loan officer because loan officers are human they don't like failure any more than the next guy so these are the kinds of things that you can measure in analytics and in the end if you do all this you can lead by intelligent design you know if you put all this together with it use loan Tech or not you know you can make loans and you can grow your pipeline don't get too far out in front of yourselves with your Roi and your Investments right because leads are expensive your average lead shop you know even individuals I think if they start getting into this they're going to spend 500 a thousand bucks just to get started you know branches you know some branches two three thousand bucks a month some 20 30 depends how big you scale it don't get too out in front of it until you got the tools to manage it and uh if you manage it you invest in it you should get intelligent Roi