Lead Distribution

The faster that we can get a lead into a clients hands the more likely we are to contact the client and set the appointment. Below is the process that we will be striving to follow to make sure the Mortgage Lead Program is successful. It is laid out by the ways the client can respond. The Response Type is listed on the lead itself; for example, Call-In, Online, Text etc.

Direct Transfers: As we distribute the leads, please treat these with urgency. If you are available, please step away to a quiet place, make the phone call and set the appointment. If you are not available, that’s OK, let us know and we will get you more leads later.

Online Response

  1. Client submits reply online through www.mpinform.com (this includes scanning the QR code)

  2. Admin keys response into ZOHO*

    1. Text is sent to client (Beta testing)

  3. Area Manager assigns to agent via Text

  4. Agent calls client to set appointment

    1. Reply back and let us know of outcome

Phone Call (Call In or Call In NT)

  1. Client calls during office hours

    1. Admin answers phone, gets lead number then calls Agent from office line

    2. Agent answers phone, confirms availability

    3. Admin transfers call to Agent

  2. Client calls after office hours

    1. Night Transfer to Call Center Agent answers phone

    2. CCA Keys in information

      1. Text and email sent to Area Managers

    3. Admin keys information into ZOHO

      1. Text sent to Managers

    4. Area Manager assigns to Agent

Text Reply

  1. Client texts in Response

  2. Admin keys response into ZOHO*

    1. Text is sent to client (Beta testing)

  3. Area Manager assigns to agent via Text

  4. Agent calls client to set appointment

    1. Reply back and let us know of outcome

*** Note regarding Texting. We do have a follow up text that goes out to all Mortgage Leads, when there has been no action, saying: ${Leads.First Name}, you replied back to a pink form that we mailed out to you about protecting your mortgage with ${Leads.Lender}. This is a plan to protect your mortgage in case of a premature death or disability. Our records indicate you have not taken advantage of this plan. Are you still interested in knowing your options? Reply Yes if you would like information and premiums. Reply Stop if you would like to be removed.

When they reply back to this text, the Lead will now be marked with a “Y” in front of the lead number.

Mail Reply

  1. Client replies back by mail.

  2. Admin keys response into ZOHO*

  3. Area Manager assigns leads.

  4. Email and Text is sent to Agent