Filterable Options
Geo: States, Counties, Zip Codes
Days of the Week: Monday – Sunday
Time of Day: 12am – 11:59pm Est.
Daily Cap
Desired Loan Amount
Mortgage Rate
LTV
Mortgage Rate Type: Fixed or Adjustable
VA Eligible: Yes or No
Current FHA: Yes or No
Loan Purpose: Rate and Term, Cash Out, Debt Consolidation
Credit: Excellent, Good, Fair, Poor
Acceptable Return Reasons
- Lead doesn't meet criteria set filters on signed invoice
- Phone number is not active (ex. fax#, number not service, etc.)
Helpful Notes
- Cost for a CRM integration is $135. Customer must supply "FULL POSTING INSTRUCTIONS"
Heres is what you need for an order
Geo to accept
Days of the week to accept leads
Time of Day to accept leads
Daily Cap
Delivery email or CRM Instructions
Customer’s Suppression (If applicable)
