Exclusive Mortgage Leads

The Smart Mortgage Lead Program is designed to enhance the capabilities of mortgage brokers by providing two distinct service offerings: the Basic Program and the Platinum Program. Both programs are tailored to deliver exclusive leads along with additional live transfers, catering to the needs of real-time clients either looking to purchase homes or refinance their existing properties. Our system is setup to generate applications before you even pick up the phone.

At the core of the Smart Mortgage Lead Program is the promise of live, real-time leads. This ensures that brokers have access to potential clients at the moment they express interest, significantly increasing the chances of successful engagement. The inclusion of a sophisticated Client Retention Management (CRM) system further elevates the service. This CRM is equipped with features for automated email and text campaigns and includes a built-in dialer for streamlined follow-ups, making it easier for brokers to maintain continuous and effective communication with their clients.

A unique aspect of the program is its capacity to foster relationships with realtors. By using the Smart Mortgage Lead Program, brokers can easily refer clients to realtors in specific areas, facilitating a reciprocal referral system. This not only helps in building strong professional networks but also enhances the service quality provided to clients by connecting them with reputable realtors.

The Basic Program provides a solid foundation with access to exclusive leads and essential tools, while the Platinum Program offers an advanced level of service with more leads and additional features designed for high-volume brokers. This tiered approach allows brokers to choose the level of service that best fits their business model and growth aspirations. Whether it’s maintaining client relations or expanding a professional network, the Smart Mortgage Lead Program is a comprehensive solution for today’s mortgage professiona