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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.”

- VP, Portfolio Management at a leading mortgage provider

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

Learn more about how Sourcepoint can help you generate qualified leads and close more loans