Case Study

Solving the Lead Qualification Challenge in the Mortgage Refinancing Space

Solving the Lead Qualification Challenge in the Mortgage Refinancing Space

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Duplicate Leads: Flagging Customers In Pipeline: Flagging Current Customers: “If you’re buying leads from the same handful of lead providers, you’re often wasting marketing spend from buying the same leads over and over,” says the lender’s Vice President. “We were seeing a 10% duplicate lead rate and didn’t want to continue paying for the same leads.” “We have tons of different loan officers, so it was possible that if the customer was already in the pipeline, they were already being talked to by another loan officer who was actively trying to lock them in at good rates.” “For refinances, it’s important for us to know if they’re already a customer or not - which, at the time, we weren’t able to know,” the VP says. One of the nation’s largest loan originators and servicers, this

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