◦ MORTGAGE BROKERS SOLUTION 4

Capture Leads Efficiently


Unfollowed Leads

40% of online mortgage leads are not followed up on, leading to missed opportunities. (Kaleidico)

Conversion Drop

60% of leads visiting mortgage websites never convert due to lack of effective lead capture mechanisms. (BankingBridge)

Higher Conversions

Brokers with integrated lead capture forms see a 35% increase in lead conversions. (The Close)

Customizable Lead Magnets

  • Helps create engaging tools like mortgage calculators or pre-approval forms.
  • Attracts potential clients with valuable resources.
  • Gathers contact details from interested prospects.

Integrated Lead Capture Forms

  • Seamlessly integrates lead capture forms on websites or blogs.
  • Automatically adds lead information to Segwik’s CRM.
  • Ensures no lead is missed or forgotten.

Automated Lead Management

  • Automatically assigns captured leads to appropriate workflows.
  • Keeps leads organized for effective follow-up.
  • Ensures every inquiry gets timely attention.

Downloadable Resources

  • Provides valuable resources (e.g., homebuyer guides) in exchange for contact details.
  • Helps brokers capture leads by offering useful information.
  • Adds value upfront, increasing conversion chances.

Lead Scoring and Prioritization

  • Scores leads based on interaction history and engagement.
  • Helps brokers focus on the most promising leads.
  • Prioritizes leads more likely to convert into clients.