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Good lead management practices begin with the initial acquisition of a lead. It doesn’t end once contact with a lead has been made, or even when it is live transferred to a Loan Officer.

Good lead management includes processes supported by robust technolog that is simple to use and that removes the pain associated with the daily grind in converting prospects into fully funded loans.

Lenders that are most effective with their leads rely on a lead management platform that can assist in lead distribution, follow-up, tracking and measurement.

LeadMailBox’s Lead Management System integrates seamlessly with LeadQual in a manner that allows clients to achieve maximum conversion through rapid response and live transfer, while also achieving good lead handling and follow-up practices.

LeadMailbox’s Lead Management platform integrates seemlessly with LeadQual in a manner that allows clients to achieve maximum conversion through rapid response and live transfer, while also achieving good lead handling and follow-up practices. Here is how a LeadMailbox / LeadQual integration can work:

• Lenders have leads from multiple sources delivered into their LeadMailbox account.
• LeadMailbox automatically posts the leads to LeadQual in real-time, where LeadQual Internet Lead Response Experts respond instantly with a custom script and qualification questions based on the client’s sales criteria.
• LeadQual live transfers qualified leads that would like to speak to a Loan Officer. Live transfers can be delivered through a hunt group, multiple direct dial lines, prioritized or geographically based assignments. LeadQual’s patent-pending LeadQual Messenger client can also ping Loan Officers with a message delivered to their desktop, while a prospective borrower is still on the phone with a LeadQual agent. The first Loan Officer to respond will get a call where a warm hand-off of the lead from the LeadQual agent to the Loan Officer will take place.
• When a lead live transfers, LeadQual automatically and simultaneously posts updates on the lead back to the client’s LeadMailbox account (and will even pop up lead details on the Loan Officers desktop if LeadQual Messenger is being used). Updates posted to the lead in the LeadMailbox account can include call notes, time stamps, answers to the qualification questions, lead status and, importantly, the Loan Officer that the lead has been assigned to, based on the live transfer to that Loan Officer.
• Loan Officers that have been assigned a lead during a live transfer will have instant access to the lead, and all the associated LeadQual appended notes, when logging into their LeadMailbox account – during or immediately after the call with a prospective borrow has concluded.
• Both LeadMailbox and LeadQual have lead sources associated with leads, so the lender’s Internet Marketing Manager, Branch Manager or whomever is responsible for lead purchases can pull reports from either system and determine Live Transfer rates for each lead vendor. This allows lenders to effectively measure contact, qualification and live transfer rates, for each lead source. Lead buys can be optimized on this basis and then further optimized based on the utlimate cost-per-funded loan.
• Lead that have not been contacted by LeadQual during the initial rapid response period remain with LeadMailbox for additional marketing campaigns and follow-up procedures.

LeadQual boosts contact and application rates on real-time leads due to response speed, optimized call scripts, professional training for its Internet Lead Response Experts and professional live transfer methods designed to maximize the lender and LO’s credibility. LeadMailbox insures good lead handling, distribution, follow-up and tracking after the initial conversation with a Loan Officers has taken place.

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Since 2003, LeadMailbox has provided a turnkey, secure, 100% web-based solution to lead management. LeadMailbox’s platform includes a user-friendly interface and countless features, with robust partner integration to multiple 3rd parties. LeadMailbox serves over over 4000 clients in mortgage, financial services, insurance, education, debt settlement and other industries. Contact LeadMailbox at 888-317-1130 or visit them on the web at www.leadmailbox.com.