Turn your Mortgage XSite’s visitors into new clients

Written by on February 15, 2005

Capturing new business on the web has become a crucial component of today's mortgage brokerage business. However, too many people get hung up on the number of "hits" their site gets each month and analyze it against the amount of new business coming in. While generating traffic on your site is important, it's not what's going to put money in your pocket. You need your site visitors to inquire about your services and programs or fill out a loan application. Here are a few tips on how turn your Mortgage XSite's visitors into new clients:

Ask them to leave their name. First and foremost, you must be able to contact your visitors if you want to make them your new clients. Every single page of your Mortgage XSite should attempt to capture the visitor's name. Invite them to ask you questions about rates, types of loans and even general questions about buying a home.

We made it easy for you to place pre-built or custom lead generation forms on any page of your XSite. You can choose one of the provided forms or customize your own. The forms can be included on any content page you choose – or all of them! Once a prospective client fills out a lead generation form, an e-mail is automatically sent letting them know their information has been sent to you.

In addition, contact info on a lead generation form is automatically added to your XSite contact manager. You can even assign a group to each lead generation form and that contact will be added to the group assigned to it.

Give them information they can use. You sorted through the more than 140 themes available for your XSite, chosen your colors, your fonts and even uploaded your picture on the home page. Time to call it a day, right? Wrong! Your website visitors need to have a reason to stay on your site so you have a chance to turn them into customers. Why not use your XSite to educate them on the loan application and home buying process?

We've given you more than 90 pre-built content pages on all aspects of buying or refinancing a home. Your content includes 17 different mortgage and budget calculators that let your sites visitors run unlimited loan scenarios. Reel in a first-time buyer with your Rent vs. Buy calculator or capture a refi prospect with your "Refinancing Options" page. Once your visitors see you have something to offer them, they're likely to call you when they're ready to discuss their loan options.

Report your rates. Of course, your ultimate goal is to drive your visitors to your online loan application, so, why not show your prospects what kind of rates you offer to entice them to apply? You can add your current rates for the loan programs you support as dynamic content to the pages of your XSite, including conventional, jumbo, FHA and VA programs. Within each category type, you can define different programs such as "30-year fixed rate" or "3/1 ARM." APR is calculated automatically for each rate and point combination based on the fees and assumptions you set up for each loan type.

Stay open 24 hours. Unlike your office, the Internet never closes. In fact, many of your prospective clients are researching their home loan options well into the wee hours of the night. It's a good thing your Mortgage XSite can pull in clients even when you're sound asleep. Make sure you include your site's 24 x 7 capabilities in your marketing and advertising. Your XSite visitors can run unlimited loan scenarios using mortgage calculators, check rates, apply for a loan and read up on the home buying process at any time of the day or night. Today, you can do your banking and grocery shopping at 3 a.m. Why not apply for a loan at that time too?