Leads Manager

You’ve used spreadsheets for leads lists for years.  They allow you to find what you’re looking for quickly. You even have a defined process that uses them efficiently. You are not in the majority!

We’ve seen the processes that most mortgage brokers use to manage their leads and we’re happy to say that help has arrived.  Our Leads Manager program helps you work with your leads lists quicker and more efficiently than previously possible. By a mile!

If you’ve always hated working with spreadsheets and notepads as way to farm leads and increase your business, then good news is here. Leads spreadsheets have moved from center stage to supporting player. Input them into the Leads Manager and forget them!

Using our Leads Manager, you’ll love the way you can find information easily, sort records based on criteria that is of interest to you, and track calls you’ve made to potential clients.

Finding who you’ve already contacted is a breeze too. Simply filter based on the type of contact you made when you first called and only those records will be returned to you. Turn the filter off when you want to see all the rows again.

We understand that not everyone has a good process for increasing business. But as simple as our Leads Manager is to use, you can spend as little as a few minutes a day and increase your business like never before.