How to Increase your
Monthly Funding as a
Tips by Joshua Conklin, Smartleadz
Mortgage Marketing Strategist
So you want to increase your monthly funding
You want to increase your conversion rate on
Follow these 5 simple steps that will benefit
any sales organization or lead provider.
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.
2. Contact Quickly
In an age of high connectivity, people expect
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
3. Be Diligent
Consumers usually close in between the fifth and
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
4. Ask Questions and Listen
Sales people are usually so focused on their
on sales pitch that they end up talking AT
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
5. Take Applications
Applications and quotes are free, so take and give
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
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.
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.
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
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