At Chase Mortgage Leads we provide secure web based lead management solutions to the mortgage, financial and other lead-centric business verticals. Our software will help you capture, assign / distribute, track and analyze and convert more leads into customers.

Five Steps to Bigger Sales

  1. Capture
  2. Assign/ Distribute incoming leads automatically
  3. Track lead progress and disposition
  4. Analyze performance and sales effectiveness
  5. Convert

Chase mortgage Leads automates the entire lead processing function, from lead capture, analysis and assignment, through to "closed loop" contact management and detailed status / trend reports.

Systems exponentially increase our client's follow-up and lead closure rate. Through automation, our systems ensure that even the most complex lead analysis and assignment models are adhered to. Customers are contacted by the correct agent in a timely manner. The system enables detailed marketing analysis and auditing.

Our Lead Management Systems are centralized, secure, network-based solutions. Each Lead Management System is custom configured from our library of lead management functions. Our semi-custom, intranet approach not only ensures your system functions according to your lead management process, but also dramatically reduces both the development and the "total cost of ownership". Typically, the customer completes a survey on the quality of the response. The system has been tied into the lead distribution and assignment system, whereby more leads are sent to agents with positive feedback.

Lead Capture

CML web based forms can be the inquiry forms on your web site or forms your agents' use to enter and follow-up on leads.

  1. User or agent is presented with a specific questionnaire based on product or area of interest
  2. Questionnaire qualifies user and assess users' interest in product (need), level of funding and time to purchase
  3. Additional questions, depending on geographic location, entered in user contact form may be presented (Vertical Markets, Geographic Region, etc.)

Lead Assignment / Distribution:

The first step in a successful sales lead program is getting the right lead to the right person quickly.

CLM Lead Distribution engine empowers you to grade, prioritize, filter and assign leads to the right sales person automatically and instantly.

  1. New leads are automatically imported from your website or 3rd party lead provider via secure XML interface.
  2. Leads are graded and prioritized based on how likely they are to be contacted first.
  3. Sales people are ranked and qualified according to performance and availability.
  4. Leads are filtered based on custom rules and lead attributes and assigned to the right sales person automatically.

Leads can be set to recycle and be re-distributed if they are not contacted quickly enough or are inactive for too long.

Track Leads

Now that you’ve gotten the lead into the hands of the right sales person, the next step is converting that lead into a customer.

This requires developing and adhering to a lead tracking discipline. CML’s fully configurable workflow engine allows you to create a system of accountability for your sales staff and a tracking pipeline that is as rigid or as loose as you need it.

  1. Sales person receives a new lead notification and a welcome email is automatically sent to the customer.
  2. Sales person attempts to make first contact with a customer using statuses and actions to disposition the lead.
  3. Once a customer is contacted, the sales person moves the lead into the appropriate status to reflect where the customer is in the decision making process.
  4. Reminders are set to alert the sales person when additional actions are required on a particular lead.
  5. Emails are automatically sent to employees and customers as needed in the sales process.
  6. When a lead is ready to convert, it is automatically exported into your CRM or Loan Origination Software.

Analyze Leads

As a sales manager, owner or executive you need visibility over what you sales staff is doing, or more importantly, not doing.

CML gives you easy to use tools and powerful custom reporting to quickly identify problem areas and take immediate action to resolve them.

  1. Sales people focus on their own pipeline of leads and know which ones to contact and when.
  2. Managers use real-time reports to find bottlenecks and clear them.
  3. Administrators create custom reports to identify and return bad leads.
  4. Owners can track contact and close ratios and assess which marketing campaigns are the most effective.

Convert More Customers

Ok, so you’ve distributed leads quickly, you’ve tracked them and analyzed performance; you’ve seen an increase in contact ratios and are spending marketing dollars more wisely.

So what’s next? Rinse and repeat. Continue to fine tune your processes and watch your conversions increase.

  1. Make more money in less time with fewer resources.
  2. Be more effective and dramatically increase productivity.
  3. Train new employees faster and retain existing ones longer.
  4. Quickly identify high potential employees and empower them to do more.
  5. Profit more while spending less on marketing and lead acquisition.
  6. Convert more leads into money making clients.
  7. Enjoy less stress, relaxation and trust in your business operations.
  8. Generate more referrals and repeat business with excellent customer service.
  9. Experience greater confidence in yourself and make better business decisions.
Live Transfers

Live Lead transfer is not a special feature in system. Leads are captured and live distributed to target loan officer/ officers.
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