Prepare for market changes — beef up your prospect base with new XSite lead capture tools

With much of th e Gulf and Atlantic Coasts still cleaning up from hurricanes Katrina, Ophelia and Rita, and reports that the Fed may raise rates again, the housing industry may have some unsteady times ahead.  Now may be a good time to beef up your prospect base.  That way, if the market changes, your brokerage will remain healthy because you already have a solid client base from which to do business.

This week we’re introducing new lead capture tools on your Mortgage XSite that help you prepare your brokerage for market changes by allowing you to obtain detailed information about your XSite visitors, which will help you convert them into solid leads faster and better serve their needs.

How the lead capture forms work
Using your XSite Wizard, you can create forms that aim to get specific data from your visitors, such as whether they’re a first-time buyer, a refi, previous client, etc.  We’ve given you several default forms such as “Got a Question?” or “Basic Pre-Approval” as well as your own custom forms.  Then you can add the forms to content pages that your target visitors are most likely to go on your site.  When a visitor completes a form, they can be assigned to a contact group (e.g. “First time buyers”) for marketing follow up.  If you use XSellerate automated marketing with your XSite lead capture forms, an e-mail drip campaign can be auto-assigned to a contact based on the form they filled out.

The new lead capture tools also allow you to track which forms are producing the most leads for you by checking the forms statistics.  The statistics will show you how many pages a particular form appears and how many leads it’s generated in a specified time – 30 days, 60 days, etc.

Doorway forms
Also new this week are the new “doorway” forms, which you can activate so your visitors will see them before they can get to a requested page, making them more likely to be filled out so you can get detailed contact information on their first visit.

There are two types of doorway forms available on your XSite.  A Page Specific Doorway Form allows you add a form to particular page on your XSite (e.g.  your rate sheet). A Global Doorway Form allows you to establish site “triggers” that will automatically activate the doorway form of your choice through the natural course of a visitor browsing your site.  For example, you can set the doorway form “Looking to buy” to pop up after a visitor has clicked on three pages on your XSite.  Then your XSite will submit the leads that fill out the forms to a contact group you’ve specified.

“These new lead capture tools were designed to equip Mortgage XSite owners with tools that will help keep their businesses thriving even if changes occur in the mortgage market,” said Brad Eaton, our Vice President of Mortgage Products.

You can view these new tools by clicking on the “Lead Capture Tools” icon in the My Office Area of your XSite.