Sales Automation for Today's Mortgage Lender
The industry's best solution for converting more leads into closed loans - Leads360 Mortgage CRM
Sales Automation for Today's Mortgage Lender
The industry's best solution for converting more leads into closed loans - Leads360 Mortgage CRM
Leads360 supports more than 12,000 mortgage lending professionals, increasing their productivity by automating key processes that maximize sales production. Our Mortgage CRM offerings include LeadManager™ and Dial-IQ™ , which were created specifically to fill a critical need in the mortgage industry, to not just collect mortgage leads, but to act on them, manage them, and ultimately turn them into profitable closed loans. In fact, customers using our software are reporting increases in their lead conversion rates in excess of 400% within nine months of implementing Leads360.
Mortgage CRM for today's sales challenges
Housing is recovering, interest rates remain at near all-time lows and the competition among lenders is heating up. Are you maximizing every mortgage lead?
Today's mortgage lenders deal with many challenges but two of the more prominent include the cyclical nature of the business and tightened regulations that favor bigger banks. No matter the type of lending environment facing the market, mortgage professionals with a documented sales process, disciplined contact strategy and the right analytics, stand to reap the highest conversion rates while maximizing precious marketing resources and staying compliant. No company does a better job at providing lenders and loan officers with these critical tools than Leads360.
Large lenders fail to provide responsive customer service, creating opportunity for competitors.
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Leading mortgage lenders keep prospects waiting
"Leads360 is more than just a database or a CRM, it dynamically pushes best practices on the users to maximize contact and conversion rate."
Joseph Semrani, bank executive
M&T Bank
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Features and Benefits
- Be the first to contact potential borrowers:
- Instant lead capture - Leads360 is integrated with 1,400 lead providers, and captures all fields in the lead record.
- Automatic lead distribution - leads are assigned in real-time via pull and push methodology; ensuring potential borrowers are contacted within 60 seconds.
- Never let a lead fall through the cracks:
- Prioritization engine - prioritization ensures loan officers are always working the most important opportunity first, while also ensuring un-contacted leads do not go forgotten.
- Best practice workflow - workflow rules are designed with mortgage lending in mind. Once a prospective borrower is contacted, workflow rules ensure leads receive timely communications to ensure they move through the sales cycle quickly and efficiently.
- Boost productivity:
- Intelligent cloud dialer - Leads360 Dial-IQ drives increased call volume and accountability with simple click-to-dial functionality, inbound call distribution and tracking and other advanced distribution and reporting capabilities. Additionally, Leads360 Dial-IQ multi-line increases scalability, allowing individual lenders to simultaneously call multiple prospects, using up to four lines.
- Automated email and SMS nurturing - puts sales on auto pilot, allowing lenders to effortlessly stay top-of-mind with more prospective borrowers via strategically scheduled, automated emails and SMS text messages.
- Mobile sales - Leads360 also offers support for mobile sales. The additions of automated text messaging functionality and Leads360 for iPhone app support both the connected borrower and the connected lender. Analysis shows Leads360 customers that implement an effective text messaging strategy experience conversion gains as high as 328%.
- Use analytics to increase profits:
- Built-in reporting and analytics - allows lenders to get the most out of hard earned leads by measuring and monitoring results including individual loan officer and campaign performance.
Integrated with Best Lead Providers and Technologies
Leads360's Mortgage CRM software has integrations with more than 1,400 lead providers, including Google, Zillow.com, QuinStreet, LendingTree, MortgageLoan.com and many others. In addition, Leads360 is integrated with most major mortgage loan origination systems (LOS), loan product and pricing engines, and other industry leading software systems. Users of Calyx, Ellie Mae, OpenClose, LPS, Motivity Solutions, LoanSifter, Mortech, Optimal Blue and many others regularly use Leads360's Mortgage CRM software to increase sales. We have deep partnerships across all mortgage products, including LOS Providers and Loan Product and Pricing Engine Software Companies. More information about Leads360 partners can be found here.
