Lead

Lead

A Lead is someone who has expressed interest in getting a mortgage. Prior to starting an application, the Better MLO system allows the Loan Officer to set up stages and associate their follow up schedule so that they may follow up with their Leads in a structured and logical method. 

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    • Hot Lead

      A "hot lead" refers to a contact type that has been added or entered into the system within the most recent 7 days. These leads are considered highly active and current, signifying strong interest or engagement with your business. Hot leads are ...

    • Cold Lead

      A "cold lead" refers to a contact type that was entered into the system over 30 days ago and has not yet taken the desired action, such as filling out an application. These leads are classified as "cold" due to the extended period of time since their ...

    • Cool Lead

      A "cool lead" represents a contact type that was entered into the system 16 to 30 days ago and has not yet taken the desired action, such as filling out an application. These leads are categorized as "cool" during this specific timeframe, indicating ...

    • Warm Lead

      A "warm lead" is a contact type that was entered into the system more than 7 days ago but less than 15 days ago and has not yet taken the desired action, such as filling out an application. These leads are considered "warm" during this specific ...

    • Lead Defined Follow Up

      Lead Defined Follow Up - in Better MLO CRM represents a specific contact stage that signifies a lead's intent to move forward with your services at a later date. These leads have provided a specific future date when they intend to start the process, ...