Created 12/5/17, Knunn
Return to main BAB Lead Management Database Cleanup Wiki: Lead Management - Database Cleanup Strategy

Mortgage Lender Questions

Table of Contents

Mortgage Lender Questions (as part of Lead Management)Questions and information to ask for when there are questions specific to preferred lenders and how to get a team using the same lender:

  • Please have lenders send Excel of all leads they have gotten from you and your team since January of the current year
  • Include status and results for each lead
  • If they cannot produce that, then it is likely they are not managing leads well themselves. This is an important piece to understand right up front
  • Ask them also to send list of everyone pre-approved from your team so far this year and status of each lead
  • This information above will show us what closed as well
  • Please send the following information on the Lender:
  • What is name of lender
  • Background of lender
  • and how much has this lender been paying you for how long?
  • services/lead_management/lead_management_-_buyer_-_mortgage_lender.txt
  • Last modified: 2018/06/28 05:41
  • by admin