Lead Management

Mortgage Quest provides lead management tools to help you track and manage leads more effectively. You can track various sales activities to help you manage your prospect pipeline. This allows you to know where prospects are in the sales cycle and which activities increase your close rate. For example, you can track how much time you spend with prospects and other marketing activities, such as letters and email sent, the number of calls, appointments, tasks, interviews, and applications taken over a certain time period. A forecasting tool allows you to predict your pipeline as you work with your prospects. Mortgage Quest also contains lead management reports to help you analyze your sales statistics.