I was recently referred to Lead Mail Box by my website development team for CRM products and services, and I'm glad I made the move. Spencer was fantastic—he got me set up quickly and explained the system in a clear, straightforward way.During the early testing phase, we ran into a few technical challenges, but their high-level support team stepped in with attentive service and hands-on guidance, especially when it came to building out custom email templates.Lead Mail Box also helped establish bilateral integration with my LOS and lateral integration with my POS, which was a big win. Although we’re still early in the process, the CRM platform is solid and sets us up for long-term success.Highly recommend their team and platform for any mortgage professional looking to streamline their workflow and improve client communication.
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To help you engage in meaningful, progressive conversations with new prospects, old prospects, and past clients so that you gain new business transactions resulting in revenue and other benefits to you and
your company.
Golden Rule of Lead Management:
Our advised approach as you interact through automation trying to gain new business is to use all legal forms of electronic contact such as telephone calls, emails, SMS messages, Ringless Voice Messages, and more, but be sure you are within compliance guidelines and don't attempt any form of communication if you yourself would not like that done to you.
We serve all industries with a flexible Lead Management (also serves as a CRM - Customer Relationship Management) online service that is one of the oldest around, if not the oldest--since 2003. We are complimented for our excellent service (see the Trust Pilot on our website) and simplicity of operation. Clients who left to try fancier yet more expensive services have returned with comments such as, "you have the best customer service", "your system is so easy to operate compared with other systems," and "it provides everything we really need."
Bullet Points of Features:
* Month to month - no long term contract required
* Per seat charges
* Import or Export CSV files
* Direct POST from Lead Providers
* Interface with Leading Loan Origination systems
* Customizable database field structure
* Email Drip Campaigns
* Mass Email
* SMS services
* Automatic Unsubscribe
* Auto Dialer with Voice Message Service
* Interface with Outside Services and other CRM systems
* Live telephone support
* Daily support online webinars
* Share files with marketing partners
* Triggers do work for you an night
* Add more sales agents at any time
* Local presence dialing
* Interface with Telemarketing services - live call transfer
* Animated Videos
* Videos
* HTML using pictures logo and more
* Modifiable, Flexible, Customizable
* Standard Email Templates that can be modified to suit your situation
* Standard SMS Templates that can be modified to suit your situation
* Email strategies available:
Early Follow Up, Immediate Follow Up, Long Range Follow Up, Nurture,
Borrower while Shopping, Pre Qualified, Prequalified,
Funded Loans, Closed Loans,
Stay in Touch long range, Status Update,
Yes, No, Wait, No Contact
Referral Partners, Marketing Partners
Industries Served:
Lead Management
CRM
Customer Relationship Management
Mortgage
Real Estate
Insurance
Solar
Manufacturer's Representative
Manufacturer Rep
Professional Services
Dental
Dentists
Legal
Lawyers
Consulting
Consultants
HVAC
Heating, Ventilation, and Air conditioning
Education
Equipment Sales
General Sales
See more
