Call From the CRM

Clients must make all calls to leads and appointments directly from the CRM provided by Media Simplified. This ensures calls are tracked and logged for accountability and reporting purposes.

Connect All Lead Sources

All lead sources must be integrated into the CRM to maintain a centralized hub for communication and management. This ensures no lead is missed or overlooked.

Double Dial on All Appointments

When calling appointments, clients are required to call twice to maximize contact rates and ensure better conversion opportunities.

Integrate the LOS & CRM

The Loan Origination System (LOS) must be connected to the CRM for seamless tracking of lead progression, pipeline management, and loan application status.

Use the Lead Notes Button for Feedback

Clients must provide detailed feedback on each lead using the lead notes feature in the CRM. This allows optimization of lead quality and better performance analysis.

Take Applications Over the Phone

Clients should always prioritize completing loan applications over the phone to streamline the process and reduce friction for leads.

Work with your Rover/Coach

Work with your Rover/Coach and provide feedback on review leads, conversations, applications, appointments, and more. This will help your rover keep your account up to date and organized.

Utilize Realtors to keep Clients Moving

Utilize your realtor connections whenever you have a client that reaches that pipeline stage. They will help keep the client moving towards close. Or if lead comes with a realtor - make sure to connect with the agent to ensure smooth process!

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