Give your business a boost this festive season

While you may think that now is the time to start winding down for Christmas, your business won’t thank you for it if you do. As tempting as it may be to check out for Christmas, there’s still plenty of work to be done, and also a myriad of possible leads that you can acquire with very little work.

Even when you’re not sitting in your office this Christmas, or in front ofyour computer screen, you can still be effective in generating leads. And no, it’s not magic – here are some tips to guide you through a festive period ofproductivity, even when you’re in front of the fire with a mince pie in hand –you’ve just got to put in some work before you can put your feet up!

Christmas

Make tweaks to your homepage

Put yourself in the shoes of someone who has just landed on your website and ask yourself: is it clear what I do, is it clear what I can offer them, andhave I made it easy for them to get in touch with me?

If the answer is no to any of these, you may want to look at tweaking your home page and making it look more like a landing page. The best way to do this is by limiting the number of options people have when they first visit your homepage – make the call to actions clear, simple and easy to carry out. Don’t distract them with tons of options, which may mean they navigate awayfrom the homepage and, ultimately, away from your site entirely.

Populate your homepage with the top keywords for your intended audience, and don’t use too much jargon here – you want to pull them in, not put them off.

Take advantage of easy-to-use plug-ins, like the ones we offer, and position yourself as a credible and modern professional adviser. Our plug-ins ask only basic questions, which means visitors are more likely to fill in the form – an easy way to generate leads without having to have an initial conversation! Plus you’ll receive those leads encrypted (so no security issues) and if you use The Key, our compliance and CRM system, they’ll go directly into the system, so no rekeying.

Make use of automation

Chatbots, also known as Live Chat, are the next big thing and there are so many reasons as to why; the main one being that it means you can automateprocesses and prompt conversations. Chatbots are there to automatically engagewith any messages you receive, again, meaning you don’t have to actually bethere in person all the time.

Add a chatbot or live chat to your website – you can even customise the message on each page of your website so that you can get people to ask specific questions based on what they’re seeing on that page – there will be a reason as to why they navigated there in the first place.

The chatbot can then gather the initial information from the customer, which can then be passed over to you or one of your team to provide the most adequate support. It also saves you from having conversations with people who may not be looking for exactly what you offer.

With 56% of people admitting they’d rather message than talk over the phone to a business [Sprout Social] the functionality enables you tointeract with customers how they want to without spending too much time ormoney yourself.

Facebook advertising

Set up advertising

If you’re happy to spend money on advertising, this is another great way to get leads without having to go out yourself to get them. There are plenty of different types of ads, but we’re particularly focusing here on social media advertising. You’ll need to know:

  • What platform your target audience is on?
  • Which products you could potentially sell to them?
  • What they’re interested in?
  • How you can address them to turn them into paying customers?

There are different types of ads depending on what your goal is and how far along the sales funnel the people you’re targeting are. You will want torun a mixture of brand awareness, consideration, and conversion ads– these can be set up to run even when you’re not in the office.

UKMortgages

Another super-easy option is to include your business details on UKMortgages – our lead generation suite which is free to all our sourcing customers. Consisting of a consumer-facing mortgage calculator &adviser search app, a website and an Amazon Echo Skill, it provides a fantastic way for local customers to get in touch with your business, anytime, anywhere.  Make sure that your details are on for all to find, by completing the relevant information on our website.

A little time and effort now = long term gains

As you can see, you don’t have to be putting in backbreaking effort every single day to increase your leads. You’ll have to spend a bit of time setting processes up and putting the wheels in motion initially. But, if done correctly, these processes can then run efficiently with little tweaking needed. This all means more time for you to spend with your family this festive season, and you can’t say no to that!

Wishing you a wonderful festive period and many hours with your feet up in front of the fire with a mince pie in hand.

How important is a good CRM system for Mortgage Advisors?

A good CRM system

The benefits of a lead management, easy to use and professional customer relationship management (CRM) software is vital to mortgage advisors operating in the mortgage industry today.

With the use of an effective and reliable CRM software solution, mortgage advisors can quickly take advantage of many benefits offered by high-end technology. Providing your clients with an outstanding customer experience will provide you with a competitive edge against other advisors, no matter how large or small your mortgage advisory is. Having accurate customer and prospect contact information will allow you to covert leads into clients.

Here are four important factors any good CRM system will provide, allowing you to ensure you develop effective and meaningful relationships with your clients, increasing your competitive edge and profitability:

1. Managing Sales and Leads
When it comes to managing sales leads, having a CRM solution that can guide you through the conversion and retention phase is very important. Ensuring your leads are at the point of looking for a mortgage and eligible will ensure they are worth your time an effort.

A complete CRM solution will allow you to get out there and find the right customers for your business. As sales are a vital part of your company’s strategy, you cannot just wait for potential customers to come to you. By keeping track of your potential leads and by finding new ways to improve your relationship with them, your business will automatically improve.

2. Compliance
Promote compliance in all borrower communications. An effective CRM solution will help lenders demonstrate how they have met compliance. The correct technology will enable lenders to be pro-active in their compliance monitoring and the production of management information. Evidence and trails for the whole process need to be accessible for recording and audit purposes.

3. Sales Lead Tracking
An effective mortgage CRM software makes it very easy to keep all your leads in one place, allowing for easy management and hassle-free prioritising. Tracking leads and adding new customers will be simple with the introduction of a good CRM system. Leaving you to spend your time on guaranteed leads.

4. Integration with other systems
A good CRM will allow integration with other back-office systems at your company. Make sure that you can either integrate smoothly or import all information needed flawlessly.

The Key is a proven CRM system that will help increases your sales and help you ensure complete compliance control, with all of your data safely and securely backed up.

The Mortgage Advice Brokerage that has two Advisers based in their Glasgow office has been using the Key for a while. They commented “We use the full functionality of the Key to run our business back office and have now been paperless for over 6 years. This saves us a huge amount of time per case, allowing us to see more clients and look after them more efficiently. This has helped increase our turnover year on year.”

For £40 (plus VAT) per licence per month, the Key provides full integration and seamless compliance and processing and is integrated with MortgageBrain Classic or MortgageBrain Anywhere for your mortgage sourcing needs and the Mortgage Trading Exchange (MTE) for your mortgage application submission.

All the sourcing and sales processing power you can handle with ALL NEW MortgageBrain & the Key

With unrivalled mortgage sourcing and sales processing power, ALL NEW MortgageBrain integrated with the Key is a must have tool for writing business compliantly and easily.

1,000s of Advisers have already harnessed the power of both ALL NEW MortgageBrain and the Key armed with:

• Whole of market sourcing
• Budget Planner and Rate Shock calculations
• Stress testing: clear amber triangles marking unaffordable
products
• Complete compliance control and much more.

Call our Sales Support team on 0871 384 0194 or click here to download ALL NEW MortgageBrain or the Key and take advantage of both 30 Day FREE trials.

Compatible, Compliant & Customer Centric… Integrated Sourcing & Point of Sale from Mortgage Brain

Join the many that depend on ALL NEW MortgageBrain to provide accurate sourcing and the Key to provide you a compliant audit trail with stress free case management.

Compatible –                    ALL NEW MortgageBrain is integrated with the Key so there’s                                             no need to re-key any data.

Compliant –                     Full MMR compliance and audit trail end to end.

Customer Centric –        We offer FREE training sessions, videos and user guides and                                              we’re always here if you need us.

Call our Sales Support team on 0871 384 0194 or Chris Brown on 07876 717912 or click here to send us an email for more information or feel free to download one or both no-obligation FREE 30 day trials.