LIVE TRANSFER Program
Features:
Live Transfers have been introduced to
create a greater transparency between the call center
and the
mortgage
broker. The Live Transfer process acts as a
distribution gateway to increase productivity by having
the telemarketer, prospect, and the loan officer connect
after pre-qualification.
This type of lead is for lenders of all
levels who are looking to increase their customer base.
You can expect a high return on investment
with a steady increase in loan originations.
 Detailed real-time reporting
Leads stored in a secure lead portal for
instant access
Fully integrated sales scripting
Simple user interface
Highest closing ratios reported |
The Transfer Process:
-
Our call center makes contact with a prospective
borrower (calling on behalf of your company).
-
The borrower answers a series of qualifying questions.
-
The call center representative verifies the vital
components of the borrower's data (i.e.,
address, property type, loan type, rate, state, and
reason for refinance).
-
Telemarketer confirms that the borrower is interested in
immediately
speaking with a mortgage specialist.
-
Using our secure lead-retrieval system, we upload the
complete Live-Transfer details into your designated lead
portal account on our secure system.
-
The call center representative then informs the loan
officer (who is logged into our
management system) that a call is coming through.
-
Transfer is delivered directly to the loan officer.
-
Easily track, manage and convert your transfers into
sales with our user-friendly portal.
-
Our Quality Control Staff reviews all leads and sound
files upon request and issues replacements as
needed.
-
Experienced loan officers average
conversion rates of 18% and higher.
Sample Lead:
You can view a sample lead by
clicking here.
Pricing:
Live Transfers @ $78 per transfer
$68 per call back
**50 Lead Minimum**
Volume discounts will be considered.
|
Forbes Marketing Group Inc.
1770 South Randall Road
Suite A – 199
Geneva, IL 60134-4646
Phone: (630) 542-8790
E-mail:
[email protected] |
