internet originations
DESCRIPTION
Kaleidico helps you get started with buying leads, lead management, and originating mortgages through the InternetTRANSCRIPT
Internet Originations101: The Foundation Course
Critical Path
• Assess Current Business
• Build Foundation for Success
• Create a Plan
• Execute, Iterate, Execute, Repeat
• Success
Assess Your Current Business
Are you on the right path? How do you acquire prospects and
customers?
Do the math. Will it get you to your goals?
Current Business
• Referrals
• Clients
• Real Estate agents
• Attorneys, CPAs, other professionals
• Direct mail
• Purchased lists
Who is in control?
Ensure your own success!
Be Consumer’s First Stop
• Take control!
• Generate your own prospects
• Buy Internet consumer inquiries
• Become the premier referral partner in your network or community
• Determine how successful you want to be
Foundation for Success
Build a lead generation and management platform
Create an asset that continually returns and perpetuates value
Lead Generation
• Create the foundation
• Be searchable
• Get linked
• Make contact easy
• Create big funnel
Be SearchableCreate your online identity:
www.linkedin.comwww.facebook.comwww.twitter.com
www.wordpress.com
Get LinkedPromote the value of yourself
and your website to others with synergistic content
Register with popular directories
Make Contact Easy
Don’t make this hard. You are in the business of generating
contact.
Live in the public eye.
Create a Big Funnel
Lead Generation and the Internet is famous for spillage.
Make sure you have a big funnel to catch lost consumers.
Lead Buying
• Bring in the Prospects
• Buy performance (www.leadmarketwatch.com)
• Buy intent
• Buy integrity
PerformanceIntent
IntegrityPillars of a good lead generator.
Survey their performance, ensure inquiries are generated
with buying intent, ensure advertising is accurate.
Who’s Best?This is hard to find, but available.
www.kaleidico.comwww.leadcritic.com
Lead Management
• Build Marketing and Sales Process
• Lead Receipt
• Lead Distribution
• Lead Actions
• Lead Workflow
Lead ReceiptSpeed Matters!
Get your leads in real-time or you have already lost.
Lead Distribution
Speed Matters!
Get them out. Get them called.
Automate distribution to avoid prioritization conflicts.
Lead ActionsDefine, Discrete, and
Compelled.
These are the keys to making actions measure and drive
performance.
Lead WorkflowPosition and automate proven
patterns to success.
Lead incubation, lead nurturing, win-backs--all enabled by
automated work flow.
