Automated Lead Prospect Management System
Manage your mortgage lead prospects efficiently. Don't spend your precious time juggling papers, notes and schedules. Let Lead Guardian 24/7 do it for you!
The Lead Guardian system helps you contact more leads in less time and more contacts.....more sales!
The Lead Guardian 24/7 Lead Management System helps you manage your portfolio of prospects
- Access your leads via the internet from any computer anywhere
- Encrypted Password protected log in system
- Enter individual leads as developed (phone numbers from yard signs, newspaper ads and other sources)
- Bulk Input of lead lists from top lead aggregators
- Track your follow up activity with contact notes
- Work your leads based on the status you assign
- Work efficiently by pulling up and working a queue of leads based on their status and follow up date and time instead of pouring through every lead in your portfolio to organize your day.
- Easily schedule leads for follow-up months later (prospect says "call me in the spring" - no problem, just assign a followup date and the lead will be in your queue on the assigned date!)
- Eliminate leads from follow-up now and in the future by closing
bad or bogus leads or designating lead phone numbers as "Do
Not Calls"
- Easily send pre-composed emails confirming your conversation right from the system
- Create your own personalized emails
- Calculate mortgage payments on line
- Automatic notification of scheduled follow-up 10 minutes before it's due right in your browser window
- Input information needed for a 1003 while you're chatting with your prospect
- Export the lead data to Calyx Point for document preparation
- Track productivity of individual agents
- Track productivity of agent teams
- Track
lead source effectiveness TRACK LEAD SOURCE EFFECTIVENESS
- Lead Guardian can
track lead source effectiveness
to determine the most productive source of leads
saving you time and money.
- Lead Guardian Lead Activity Reports include:
- Number of leads from a selected source or all lead sources
for a selected time period
- Number of leads in each of several categories
(Was lead sold, closed, or other status)
- Number of bad or bogus leads from the selected lead source
- Number of leads from a selected source or all lead sources
for a selected time period
- Lead Guardian can
track lead source effectiveness