Whether you’re a new mortgage lender trying to bulk up your books or an established broker looking to pick up more momentum, mortgage trigger leads are a fast way to reach high-quality prospects. You can automate lead generation in a number of ways, but automating cold email campaigns, chatbots, using LinkedIn’s automation tools, or partnering with Insurance Pro Agencies.
In this article, we’ll define ‘lead generation automation’ and ways you can increase your conversions by optimizing these automation tools and programs.
What Is Lead Generation Automation?
Lead generation is critical for your business’ success. It’s the process of converting potential customers into engaged prospects for your mortgage lending services. Some leads are generated through traditional advertising, word-of-mouth referrals, and even mortgage trigger leads.
What are mortgage trigger leads? Trigger leads are a type of notice that a consumer is looking for a mortgage loan. These notices are created whenever a lender accesses a consumer’s credit report. The credit inquiry is sold to other lenders by credit bureaus, and this system allows consumers to shop for options while giving lenders access to serious buyers.
Ways to Automate Lead Generation
While you can certainly make every cold call yourself and spend every free moment building a social media presence, modern technology makes finding leads a little easier and less time-consuming. By automating this process, you save yourself time and money by letting technology put the feelers out for you. This means you can spend more time securing the sale and less time trying to get someone to answer the phone.
Here are just a few ways you can automate your lead generation:
Leverage LinkedIn
It’s no secret that LinkedIn is a great way to network, build brand awareness, and position yourself as an expert in your industry. While you already know how to add people and send them messages, did you know LinkedIn offers automation tools that makes reaching out to potential clients easier than ever?
You can connect your LinkedIn profile with tools that create campaigns with personalized messages for you. Many brokers use Dripify or HeyReach to get those initial messages out. The leads you collect can be imported into your LinkedIn Sales Navigator.
Once a prospect shows interest in your services, native integrations allow you to automatically update your customer relationship manager (CRM).
Cultivate Cold Email Leads
Tools like Saleshandy and MailChimp allow you to automate cold emails. Saleshandy in particular allows you to automate entire sequences of cold emails, create multiple campaigns, and reach your target audience all at the same time with tailored messages.
This platform includes a business-to-business (B2B) database and an advanced filtration system that allows you to find your ideal prospects quickly. Once you select a list of potential leads, you can add them to your cold email sequence and start sending!
Use Chatbots
Chatbots are useful for more than simple customer support requests–these bots can actually collect important information that can generate leads for you. When you program your chatbot to appear when a visitor first clicks on your site, you can open the door for a conversation between the visitor and the bot.
This bot can collect information including their contact info, what they’re looking for, and where they are in the process of buying a home. All of the information can be instantly sent to your CRM when you use integrations that score the prospect on your ideal prospect criteria. From there, you can automatically sort the leads by ones you need to contact right away to secure the sale, and which ones aren’t far enough along in the buying journey.
Partner with Insurance Pro Agencies
With Insurance Pro Agencies’ Referral Partner Program, you don’t need to be a tech expert to automatically generate high-quality leads. Our program provides three to five free, high-quality mortgage leads that are exclusive to you! This means that no one else is competing for this lead, increasing your chances of converting the prospect into a new client.
Our program is based on mutual success between insurance agents and mortgage brokers and lenders. We understand that buying quality leads isn’t the ideal long-term strategy, but a few here and there can make a major difference in your month. This is why we do so much more than just lead generation.
In our program, you’ll have access to expert professionals with decades of experience in lending. We can help you build up an organic marketing presence, connect with interested home buyers, and provide valuable industry knowledge. Contact us today to get started!
