Drive more leads and close more loans
Flexible, outcome-based lead management support
Improve lead quality and increase revenue
In a highly competitive market, grabbing the attention of prospective borrowers and driving them through your sales funnel can be time and resource intensive. It also shifts your team’s focus away from value adding activities that drive growth.
Sourcepoint’s Lead Generation solution helps you increase efficiency and build a healthy, scalable pipeline while reducing costs. Recently, for a leading mortgage provider, we delivered:
- 158% SLA achievement
- 99% quality
- Nearly 60% right party contact rate
- 15% lead transfer rate
End-to-end lead management
With our flexible solution, you can choose one of three technology options depending on your needs: your Lead Management System and Telephony, Sourcepoints’ lead Management System and Telephony, or a combination of the two. Our comprehensive support includes:
- Lead scrubbing and upload onto your lead platform
- Outbound calling aligned with your strategy, using pre-defined scripts
- Disposition leads in the lead platform based on your business rules
- Warm hand-off to a licensed loan officer
- Daily performance dashboards
What our clients say
“We had a 20%+ contact-to-transfer, which is on par with our expectations. Thank you for being so flexible with the changes being implemented.”
Stay Ahead with Sourcepoint
Most licensed Service Provider in the US Mortgage Outsourcing Industry
Deep mortgage expertise with 7,500 associates dedicated to mortgage
Right-shore model
Bilingual compatibilities and experience
