Read five simple tips for sales organizations and mortgage professionals to increase monthly funding, by Joshua Conklin, Smartleadz mortgage marketing strategist.

1. How to Increase your
Monthly Funding as a
Mortgage Professional?
Tips by Joshua Conklin, Smartleadz
Mortgage Marketing Strategist

2. Increase Funding
So you want to increase your monthly funding
volume?
You want to increase your conversion rate on
the lead?
Follow these 5 simple steps that will benefit
any sales organization or lead provider.

3. 1. Be Informed
 Know your market
 Know your competitors
 Know what is causing the need for your product
 Segment your products by consumer needs
 Knowing what is going on in the world at a
global level will help your client feel more
comfortable with you: read the newspaper.

4. 2. Contact Quickly
 In an age of high connectivity, people expect
immediate responses.
 Respond immediately
 Contact your consumer via email or phone
 If they don’t answer the phone, leave a
message introducing yourself, your
company, and your ability to meet their
needs

5. 3. Be Diligent
 Consumers usually close in between the fifth and
tenth call.
 Continue calling after the first call because
everyone is busy
 People’s needs are complex
 Usually people like to discuss with others before
making a decision
 Hence it will be rare to close on the first call so
continue calling

6. 4. Ask Questions and Listen
 Sales people are usually so focused on their
on sales pitch that they end up talking AT
their customer.
 Have a discussion.
 Ask your customer questions to gauge their
needs. You don’t know if you can satisfy
their needs until after you’ve asked them
their needs.

7. 5. Take Applications
 Applications and quotes are free, so take and give
them often.
 Consumers are looking for the price.
 Withholding the price is not smart; it’s sketchy.
 If you don’t give them a price, they’ll visit a
competitor.
 Educate them on tricks and hidden fees that a
competitor may pull while giving them a quote.
 When they see you are telling the truth, they will
return as a life long customer and referral.

8. In Summary
 Be informed of the current market, the need for your
product, and the overall world news to show intelligence.
 Contact quickly especially because of our current day and
age with the internet.
 Be diligent and continue to contact your customer even after
the first call- just because you need to keep calling does not
mean it’s a failed lead.
 Listen to their needs and only after you know their needs
can you convince them that you can satisfy their needs.
 Communicate honestly and give them a quote to show you
have nothing to hide.

9. Ideal Number of Leads
 As leads increase, it can be more difficult to
maintain these tips
 An ideal number of leads is 100-150
 With this number of leads, you can ensure you
will contact each consumer once every 48 hours
 Managing the pipeline, the call-backs, and the
customer needs means you must have a capable
lead management team that keeps all of these
strategies and practices consistent and enforced

10. Joshua Conklin
 If you have any further questions, contact Joshua
Conklin, a Mortgage Marketing Strategist
888-640-1991 Ext 103
 To read some of his client testimonials, visit
http://joshuaconklinsmartleadz.org/jos
hua-conklin-smartleadz-testimonials