Mortgage brokers and realtors often work together to generate the leads they need to operate successful businesses and offer more services to their clients. For example, realtors often have a list of excellent mortgage brokers handy, so that if their clients ask about funding, they can direct them to professionals with excellent reputation.
Conversely, mortgage brokers often have clients come in to get pre-approved for a home loan before they even begin looking. By being familiar with the latest property listings, and by knowing the realtors in town, mortgage brokers can help their clients find the ideal home for their needs.
Both can also generate leads by using tools such as mortgage call capture systems. In a system like this, a toll free number would be advertised, which callers would use to hear instant, pre-recorded information on a variety of mortgage and real estate information. This information could cover a variety of topics, such as local property listings, how to prepare a home to sell, information about mortgage loans, and other real estate and mortgage information.
No matter what option the caller chooses, the mortgage call capture system records their contact information, as well as the extension they choose. The system then sends notification to the real estate agent, the mortgage broker, or both if they are working together, so that the appropriate follow up can be done. Let’s take a look at a real life example.