Lead Follow-Up Strategy

By taking a little time to instill a process for yourself, and that of your team, once you receive an email, call  or other first-time communication from a prospective client, you will find that no lead will go wasted if you employ the right follow-up strategy.

 

Day 1:

  • When you receive a full lead, it’s important to respond to the communication right away. A follow-up call, if you have the phone number, is appropriate. If you don’t hear back from them, go ahead and send them a follow-up text and an email.

Day 2-5:

  • Reach out one time per day by phone. You can also leave an email if you’d like, but be sure to contact the seller once a day.

Next 3 Weeks:

  • Now you can limit your communication to just one time per week. It’s important to keep up on this schedule so that you don’t miss the seller.

Keeping Track of Your Correspondence:

  • To help you keep track, have it set on your calendar ahead of time to contact the seller. Enter in something like this: Name of Prospect, Date Started Calling and something like “Quarter 1 Call” or “Month 1 Call”. Enter in the information about the seller that you know in the “Notes” section (neighborhood, home value at time they called, etc.) and set an alarm so you know to contact them.

*Courtesy of Homevalueleads.com

 


* Specific loan program availability and requirements may vary. Please get in touch with your mortgage advisor for more information.