◦ MORTGAGE BROKERS SOLUTION 3

Ensure Consistent Lead Flow


Market Fluctuations

73% of brokers experience fluctuating lead flow due to market volatility, impacting their ability to maintain a steady pipeline. (ICR)

Lead Stabilization

45% of brokers saw a steady lead flow after implementing automated lead generation tools. (ICR)

Declining Originations

The mortgage industry saw a 48% decline in originations in 2023, increasing competition for leads. (Fitch Ratings)

Automated Multi-Channel Lead Generation

  • Automates outreach via email, text, and social media.
  • Maintains consistent communication with potential clients.
  • Ensures a steady flow of new leads.

Lead Capture and Scoring

  • Captures leads from website forms and social media.
  • Scores leads based on interaction history and potential.
  • Helps brokers prioritize high-potential prospects.

Customizable Lead Nurturing Campaigns

  • Sets up long-term nurturing campaigns.
  • Keeps leads engaged with valuable content.
  • Moves leads through the funnel until they’re ready to convert.

Behavior-Triggered Follow-Ups

  • Tracks client interactions with emails and websites.
  • Sends follow-ups based on client behavior (e.g., visiting a mortgage calculator).
  • Ensures timely and relevant engagement with prospects.

Referral and Networking Tracking

  • Tracks referrals from past clients or networking events.
  • Ensures every referral is followed up on without manual effort.
  • Helps generate new leads from existing networks.