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Evergreen Lead Sequence Form System

Deb Turney

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Evergreen Lead Sequence Form System

Customer Experience | Integration | forms | mortgage brokers | finance | covid-19 | lead sequence

In this uncertain time, both business owners and individuals are looking to experts for confidence that we can get through the fallout of Covid-19 especially with concern to our finances. 

Understanding the current financial position is imperative for everyone right now, and mortgage brokers are in a unique position during this time to guide people through their financial maze. The best way to optimise your ability to help your existing and possibly new clients is to be accessible and responsive to the demand and needs of those that are experiencing economic and emotional havoc at this time. 

From the Broker perspective, as buyers and renters are now being told to stay where they are , assisting with professional advice is the smart way to move through the uncertainty. 

Currently being utilised by Ark Financial, Skypoynt has developed a tool that can capture your leads in a simple series of forms so that you can easily retain the client or contact information, and endeavour to assist them as simply as possible at a time that suits them. 

Generate new leads via your own website via smart forms that progressively capture user information. Multi-stage responsive lead forms

The multi-stage web form template is developed specifically for Mortgage Brokers to improve lead quality and conversion rate.

The Lead Generation Form Package

The tool is powered by HubSpot’s free CRM and Marketing suite which we will install into your current website, and has no ongoing costs associated with management. Access to a free Hubspot account, to collect your data is all that’s required. 

The form tool will remain attached to your CMS as a simple evergreen lead generation tool ongoing. 

Capturing the data

The first form simply asks for 4 critical entries from the user. Once the form is completed and the user hits “Next”, the information will be available for you to contact them even if they do not proceed any further in the sequence. 

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Business Owner or Employee? 

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Depending on the user the data captured from their form will be specific to their position so you have some fundamental information before your meeting with them. 

The data required from a business owner is more detailed, but if for some reason they don’t completely populate the form, you can gain more detail from them on contact. The image below is a screen grab from the business owner form. 

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Appointment Scheduling and Calendar Management

Connect with G-Suite or Outlook 365 and integrate your calendar to allow appointment scheduling to be automated following web form completion. 

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We know that the situation is changing and brokers are receiving daily updates from lenders on policy changes and relief packages available to borrowers. 

While this tool was developed in consultation with Mortgage Brokers, we know there’s not a one-size-fits-all solution for you or your clients. We can assist you with making adjustments to suit your business needs, so you can assist your clients remain financially secure throughout this crisis. 

Additional Benefits and Features

  • Integration with your Aggregator. Already using your Aggregator as your CRM? Great! We can integrate our webforms with your Aggregator too! 
  • Appointment Reminders and Email Automation. Prevent appointment no-shows, improve appointment punctuality with custom appointment reminders.
  • Ad Management Tools. Using Google Ads, or advertising on Facebook or LinkedIn? Sync all your leads and audiences between your CRM and the networks.
  • Access to Skypoynt Lead Flow Campaign Template Resources. Comprehensive access to Skypoynt campaign templates designed specifically for Mortgage Brokers.

We have made this tool available as a cost effective means to help you assist your clients through this unprecedented Covid-19 crisis and beyond. 

If you are interested in deploying this tool or are just curious and would like to speak with us please book a call to arrange an appointment. 


***NOTE*** This system is can be developed for any business. If you are in another industry, and this system is of interest to you, please contact us

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