Head of Content
Director
Here you will find lead-handling tips for mortgage brokers and financial advisers. These words of wisdom can help you achieve the best possible outcome for your clients.
Getting the ball rolling
When you take a lead, it’s highly recommended that you follow these initial steps:
-
Call the lead straight away
-
Follow up with an email
-
Send a chase text message if a mobile number has been provided
What if there’s no answer?
If you phoned up a lead only to receive no answer, here’s what to do next:
-
Call the lead again at different times throughout the day
-
Try at least 3-4 times per day if you still can’t get hold of them
-
Phoning from different/withheld numbers can help
Introducing yourself
To start off, we suggest name-dropping the website that the enquiry was originally generated from and keeping things simple when introducing yourself and what you do.
Here’s an example: “Hi, it’s Andy calling from LeadCrowd. I can see you have just made an inquiry on (insert website name). Do you have 10 minutes for a chat?”
Last updated 10 September 2024