With our CRM lead management software for mortgage companies and debt applications, we help you make the most of your leads. The challenge with leads for mortgage and debt industries is they come from everywhere and need fast action.
Our intuitive lead management tool helps you sort through the leads you have, which makes working with them so much easier.
Smart Queues provide the ability to organize prospects and customer call records from different sources and automatically serve them up to the sales team in a prioritized order. Once a caller enters a pre-defined Smart Queue the system intelligently determines which call records will have the highest priority score and begins to deliver them to the agent. Mortgage Education Home Services Travel.
Get a Demo. Mehdi Amini. Owner, American Mortgage Group. ClickPoint has designed mortgage solutions that provide immediate, real, and measurable value, improving all areas in the customer lifecycle to immediately impact sales performance. The simplified sales screen allows loan officers to get more at-bats, enforces a high call volume culture, and reduces the need for manual lead prioritization.
Mortgage Sales Automation Solutions With sales engagement solutions like Guided Selling it's easy for loan officers to make more calls, send Text SMS messages, and connect with more of their prospects.
With the help of lead prioritization, you'll be able to capture inbound calls, web leads, and direct mail response, routing them instantly to loan officers, ensuring lead response is under 3 seconds. Loan officers can deliver pre-recorded voicemails with the click of a button. Outbound dialing with local presence Purchase any area code individually The solution automatically detects which local area code to use. Create Text SMS templates for the whole team to use, with built-in compliance features.
Creating call flows gives you the ability to route inbound calls from direct mail, offline advertising, digital advertising, allocated marketing attribution, and route calls to the appropriate loan origination team.
In reality, though, most of the lead generation strategies function well for all the practices of businesses, exclusively when we are talking regarding the B2C space.
The B2C and B2B lead generation services of the Ken Research would upkeep you to intensification the sales, progress the market share and ….
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Lead Fields Add lead fields with field permissions. Lead Source Integration Integrate third party lead sources. Email Nurture Automated email nurture with email template designer.
Push or Pull Lead routing options include Push and Pull strategies. Lead Prioritization Prioritize lead assignment based on criteria, first in, state calling hours, teams, and more. Mobile Respond to leads instantly via iOS or Android mobile device.
User Availability Salespeople opt to receive calls or set as unavailable. Dynamic Sales Scripts Interactive sales scripts to help salespeople convert inbound calls.
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