Summary
This article covers the Mortgage Lead Assignment Manager, a tool designed to help lenders efficiently distribute and manage leads. Learn about its key features, how it automates lead assignment, and its benefits in streamlining the workflow for mortgage professionals. By the end, you’ll understand how to maximize lead conversions and increase productivity with this powerful tool.
We’re happy to announce our newest improvement to your CRM. While this will provide some value to all users this is a big one for account admins. As of today all admins have access to our brand new assignment manager dashboard. This dashboard will show your offices entire lead assignment history. Allow your team to easily assign leads to one another. Cancel lead assignments and even re-assign leads that have gotten lost in translation.
Admins, you can access your new lead assignment dashboard from the options tab within the CRM. For those of you not using the system you can request a demo here.
How does it all work? We’ll break down the specific features of the Assignment Manager below.
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Know Where Your Leads Come From
Ever wonder how a lead got into your pipeline? With the assignment manager anyone in your office will be able to sort leads by the date they were assigned. You can lay out your offices entire history of lead assignments on one screen. See who assigned who what lead on what date. You’ll never been confused about how a lead got into your pipeline again.
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Search & Filter Lead Assignments
Want to find out when first time home buyer “John Williams” was assigned to you? You can now easily search through your entire lead assignment history in order to find a specific record in no time. Want to go through all of the leads that were assigned specifically to you? You can do that as well from the “User To” search by and selecting your name from the drop down.
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Reverse Accidental Lead Assignments
Assigned a lead to the wrong person? With the click of a button you can now cancel or reverse any lead assignment. Want to re-assign a lead to an LO with a less full plate? Just as simply do that with the click of a button as well. Use the assignment manager to make sure that all leads are getting to the best place in the shortest amount of time.
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Perform Bulk Actions With Previous Assignments
Make changes to lead assignments in bulk. Had a team member leave or go on vacation? You can now easily filter and re-assign all of their leads at once to a new LO in your office. Save time by using bulk actions to do it all at once.
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Check The Status Of Any Lead Assignment
You’re in charge of assigning leads for your office. With the assignment manager you can easily check when leads you’ve assigned have been accepted or cancelled by a team member. Know in an instant whether a lead needs to be re-assigned or if they’ve gotten with the right person to follow-up.
Key Takeaways
- Automated Lead Distribution
The Mortgage Lead Assignment Manager automates the process of distributing leads to the right team members, saving time and reducing the risk of errors in the assignment process.
The tool helps mortgage professionals organize and prioritize leads, ensuring that no opportunity is overlooked, and that the most qualified leads are attended to promptly.
- Enhanced Team Collaboration
By managing and assigning leads effectively, the tool fosters better communication and collaboration within the mortgage team, improving overall efficiency.
Commonly Asked Questions
- What is the primary function of the Mortgage Lead Assignment Manager?
It automates the process of distributing leads to the appropriate team members, making lead management more efficient and less error-prone.
- How does the tool improve lead management?
It helps mortgage professionals organize, prioritize, and follow up with leads in an effective manner, ensuring that all opportunities are captured and addressed.
- How does the Mortgage Lead Assignment Manager boost team collaboration?
By streamlining lead distribution and management, the tool enables better communication and collaboration between team members, leading to improved efficiency.
- What is the key benefit of using this lead management tool for mortgage professionals?
It increases productivity and lead conversions by ensuring that leads are properly distributed and handled, reducing the chances of missed opportunities.
Want To See The Mortgage Lead
Assignment Manager In Action?
