One often-overlooked resource of extra revenue lies in the data gathered through your smart forms. By leveraging this information strategically, you can generate additional leads with minimal effort.

A prime example of this is one of our customers who implemented an automated email response to their viewing request form. When prospective buyers indicated they required a mortgage, they received a follow-up email offering to book an appointment with a mortgage advisor. The results were impressive: within just two weeks of this setup, the agent received 12 mortgage referral leads—all without needing to do any additional work.

The Power of Automation

Automating your follow-up processes can significantly enhance your lead generation capabilities. By setting up an automated response system, agents can ensure that every potential client who needs mortgage assistance is promptly contacted. Once this system is in place, it operates seamlessly in the background, allowing agents to focus on their core responsibilities while the leads roll in.

Consistency is Key

One of the challenges agents face is the human element—errors can occur, and sometimes enquiries slip through the cracks. Agents on the phone often forget to ask about mortgage needs in the rush of a busy day, but an automated system doesn’t forget. By using smart forms to capture this data, you can maintain consistency in your outreach and ensure that no potential lead goes unnoticed.

A Year of Potential Leads

Consider this: if the initial two weeks yielded 12 mortgage referral leads, scaling that over a year could result in approximately 300 leads. Imagine the potential revenue increase from even a fraction of these leads converting into successful mortgage applications.

A Simple Setup for Long-Term Benefits

The beauty of this strategy lies in its simplicity. Once set up, the automated email process requires little to no ongoing management. You can relax and watch as leads flow in, converting inquiries into appointments with your mortgage advisor and ultimately driving additional revenue for your agency.

Incorporating automated email follow-ups into your smart forms is a straightforward yet effective strategy to unlock extra revenue through mortgage referrals. By ensuring that you capture and follow up on all inquiries related to mortgage needs, you can create a robust lead generation system that works tirelessly on your behalf.

Start leveraging the data from your smart forms today and watch your business thrive with minimal extra effort.