The document outlines a high level process flow for mortgage broker lead generation that includes: 1) Customized landing pages and qualification surveys to generate new client leads. 2) A customized lead follow up system that sends prospective clients emails, voice messages, and text messages on days 1 through 7 to qualify their interest and set up appointments. 3) If a prospect replies, they are removed from the system and the broker follows up directly. After day 7, the broker determines if any additional follow up is needed.

1. High Level Process Flow
Mortgage Broker Lead Generation
Customized Lead Follow Up System
New Client
Customized Landing Page
Qualification Survey

2. Representative Landing Page With Quiz
(Mobile Version)

3. Representative Landing Page - Thank You
(Mobile Version)

4. Customized Lead Follow Up System

5. Information from detailed questionnaire written to Google sheet & emailed to you in real-time
DAY 1
- Email - Sent immediately - received your quiz - let’s chat
- Voice Mail Drop - Sent immediately - same content as email
- Text Message - sent 10 Minutes later - mention text may be easier for them to contact
DAY 2
- Text Message - Sent at 9:05am - “Sorry haven’t been able to connect” - set up appointment
DAY 3
- Email - Sent at 9:05am - “Following up - still interested in getting a loan?”
- Voice Mail Drop - Sent at 9:05am - same content as email
- Text Message - Sent at 9:20am - “When were you wanting to discuss your loan?”
DAY 4
- Text Message - Sent at 9:03am - “Are you still looking to get a loan?”
DAY 7
- Text Message - Sent at 9:03am - “Sent several messages & haven’t heard back. Interested in
moving forward?”
- If prospect replies to any of the above, they are removed from system and you contact directly
Follow Up System has completed. You determine if there will be any additional follow up or not