Do you think all mortgage lead source companies provide high quality mortgage leads?
Absolutely not! But how can a mortgage company accurately
monitor the profit and loss generated by their lead providing
companies? With Lead Pal, that’s how!
System Requirements:
Windows® XP Home/XP Pro/XP Media 2005+ Windows Vista™ Home Basic/Home Premium/Business/Ultimate
Microsoft Excel 97-2003 or 2007
Description:
Lead Pal allows mortgage companies to track up to 210 mortgage
leads per month from up to 30 different mortgage lead source/mortgage referral source companies over a given year. On all Lead Pal reports
you are given accurate profit & loss figures for each mortgage lead
source company compiled by the month or by year-to-date, and
also accurate profit & loss figures for all mortgage lead source
companies as a whole compiled by the month or by year-to-date.
Demonstration Video (click the pic below to start the video):
Features:
Lead Pal performs the following calculations:
Tracks up to 30 different mortgage lead source/mortgage referral companies over a given year
Tracks up to 210 mortgage leads per month
Generates the quantity and percentage of leads individually and per lead source company that reach each of the following loan status points (monthly and YTD):
Contacted
PreQualified
Loan App Submitted (to Processing)
Closed
Denied
Withdrawn
Refund Requested
Generates the quantity and percentage of all leads from all lead source companies as a whole that reach each of the following loan status points (monthly and YTD):
Contacted
PreQualified
Loan App Submitted (to Processing)
Closed
Denied
Withdrawn
Refund Requested
Monthly figures detailing:
The total quantity of leads purchased
The total amount spent on the month's leads
The total closing costs generated from the month's leads
The total loan volume generated from the month's leads
YTD figures detailing:
The total quantity of leads purchased
The total amount spent on leads YTD
The total closing costs generated from leads YTD
The total loan volume generated from leads YTD
Easy to read Monthly and YTD reports outlining all calculations detailed above
If it’s a calculation needing to be crunched, it’s likely there!
STOP wasting money on mortgage lead source companies that don’t produce (especially in today's market)! Make Lead Pal the best purchase you’ll ever make. At just $29, it will easily pay for itself!
Lead Pal is a Microsoft Excel-based program. Microsoft Excel 97 or greater is required to run this program (Excel 2002 or greater is recommended). Microsoft Excel is not included with Lead Pal.
Lead Pal is only available from CalculationCrunchers.com!
