Lead Management and Lead Generation Services

THE LEAD TREE offers superior loan officer training to all of our clients. Numbers do not lie.

When we see that one of our client's or loan officers is consistently closing less than his colleagues, we are there to help. Often these problems are subtle, and if nipped in the bud, they can save our clients time and money and drastically improve lead conversion. After all, even a perfect lead is null if it does not result in a closing. We actively view the activity of our clients and their LOs. We thereby have a unique perspective on our clients behavior which allows us to omnisciently identify trends and implement effective remedies. After all, "Your success is our success."

Loan Officer Training

We figure if our training enables our telemarketing agents to keep a homeowner on the phone for over 10 minutes, collect a mini 1003, and set up an appointment for them to speak with a mortgage pro; similar training will help a "mortgage newbie" or a "seasoned professional" better close a deal. We have helped even the most sluggish LOs transform into top notch closers.

Mortgage Lead Manager Software

A great feature is a technology called call barging. Here, one of our top closers listens in to your LO's conversation, identifies any problems, and coaches your LO on how to close. This is the same method we use in training our elite team of telemarketers; after all, "what's good for the goose is good for the gander."

There is no need to spend valuable time and money on loan officer training courses or an expensive loan officer training school. Our free loan officer training is far more effective than on line loan officer training courses because we can observe your LO in the real world environment. Loan officer training schools rely on role playing and script rehearsal. We know from experience in our call-centers that these methods are not as effective as being observed and corrected while in the "trenches."

Streamlining your sales cycle increases your profit.

  1.   Awareness
  2.   Inquiry
  3.   Information
  4.   Sales Desire
  5.   Proposal
  6.   Close sale-purchase
  7.   Follow up
  8.   Service

Each step in this process requires time and money.  How can a business spend that time more efficiently to get the final sale?  Most already agree streamlining the cycle is the answer. 

We cut the sales cycle in half

  1.   Proposal
  2.   Close sale-purchase
  3.   Follow up
  4.   Service

Mortgage Licensing for Brokers

Over half of all home buyers choose a mortgage broker to help them select a loan and assist them through the loan application and home buying process.  Mortgage brokers are professionals who have completed rigorous examinations and work experience in order to become licensed to advise homebuyers and transact mortgage arrangement.  They are paid by a combination of fees charged to the applicant and by commissions paid by the lenders with who the loan is placed; how much they earn and how they are paid is negotiated.....read more

Mortgage Processing

When you are arranging to buy a home but do not have the full purchase price available, you will need to arrange to fund the balance of the purchase price and for most buyers this means taking out a home loan.  The process can be stressful and expensive so it is essential that you understand what is involved and are able to educate yourself on the varying requirements you will need to comply .....read more