Running a mortgage company can be difficult at the best of times, right? But trying to generate, organize and communicate with leads can be one of the biggest day to day challenges you face. Juggling multiple spreadsheets, contact details, forms and task lists can quickly become tiresome, and then there’s the actual process of originating loans and closing them.
We’re tired just thinking about it!
With property buying almost becoming a competitive sport across the United States, it’s essential to have highly effective mortgage lead management processes in place to ensure success for your entire team. And while generating leads and converting them can be a tedious steps in the process, which is why we suspect many hold on to traditional strategies to manage these steps, without evolving into new methods, those who have mastered more modern techniques, such as online marketing, can hardly see the old-fashioned players in the market…they’re left behind in the dust.
So how do you get that competitive advantage when it comes to managing your leads? Here are our top tips.
1: Creating Content for Mortgage Lead Generation
When it comes to finding new mortgage leads online, content is key. Your website can quickly become a quality lead generator if you share the right information with your potential clients. Building trust and traffic online is one thing but becoming a relevant and authoritative voice in the market is what will set you apart from competitors.
Ensuring all relevant social media platforms and localisation tools are fully optimised is a quick way to reach new targets when adopting online marketing strategies.
2: Creating a Mortgage Lead Management Funnel
Once you have mastered your lead generation, you then face your next challenge: managing your leads. Managing your mortgage leads entails tracking a lot of different elements, including contact details, status updates, communication dates, onboarding and acquisition. Mortgage lead management is another process that, if done right, sets you bounds ahead of the competition on the market.
A Mortgage CRM tool, like our Pulse Mortgage CRM software, will simplify your pipeline, guaranteeing you never miss a potential opportunity again and can save you hundreds of hours a year by streamlining and automating much of the process for you.
Using a CRM keeps all of your leads in one place, where you can locate contact details, status updates and outstanding tasks at the click of a button. Automating workflows and onboarding will save you time to spend on finding more leads, nurturing your existing ones, creating content and being present with your online audiences, without getting weighed down in paperwork and dated spreadsheets.
Utilising a mortgage CRM tool makes your mortgage lead management a smoother process for not only your mortgage loan officers, but for the clients themselves.
Try Pulse, FocusIT’s signature CRM, to supercharge your loan origination system, provide top notch lead management, done-for-you marketing, loan status alerts and task management– so you don’t have to. Set up a demo here.
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