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Tracking Results

You are likely to come across many mortgage brokers who always have the same thing to say in regards to their mortgage direct mail marketing efforts: "It appears we were busier during the promotion, but we are not really sure exactly where the response came from."

The reason for this response? Mortgage companies too often are in a rush to get a mortgage direct mail campaign, followed by the push to handle response, and neglect to pay attention to tracking.

What these mortgage brokers do not realize is that tracking the results of your mortgage direct mail campaign not only reveals your return on investment, but also yields information that can greatly assist with future promotions. The tracking results can tell you which list performs best, which headline or offer worked best, how long each call in response to the ad lasted, and many other pieces of valuable information.

Through the TagQuest Call Tracking Solution™ you can track each of your mortgage direct mail campaign to the finest degree. Our cutting-edge, state of the art program allows us to provide our clients with daily updates on the success of their campaigns. Our Call Tracking System™ allows each telephone call to be captured in our online database. Your daily reports will show the phone numbers called from, the time at which the call was placed, and the time spent on the call. In turn, this enables you to track your response rates and even determine which specific areas responded best. Additionally, many of the consumers may call in after your business hours. Our research has shown that 17% of the respondents will not leave a voicemail if you are not available. With the Call Tracking System™, this is no longer an issue.

Real-time tracking of your results
 

  • Never miss another call, thanks to call forwarding
  • Detail call logs show caller ID, length of call, and time called
  • No more confusion between other mortgage marketing promotions
  • Track which geography responds best

 

In addition to testing and measuring the calls that our clients receive from their Mortgage Direct Mailing Campaign we also help our clients to systematically test other Key Performance Indicators that are crucial to their businesses' utmost success.

Some of those success indicators include but are not limited to:

  • Cost per Application
  • Close Ratio of individual brokers
  • Acquisition Cost (cost per closed loan for each lead source)
  • Average $ in Commission (associated with lead source)
  • Referrals per Closed Mortgage Loan
  • Repeat Business per Customer
  • ROI for every marketing campaign

Put Online KPI Daily and Weekly : link to excel spreadsheet

You see, it is in TagQuest Marketing's absolute best interest that our clients understand these numbers so that they continue to see the value of the services that we offer. As an amicable introduction to our company let us offer you a free system that is able to test and measure the results of your marketing efforts.

Built-In Features:


Sales Process Features:

  • Easily Pull Up Customer Information
  • Quick 1003 Application
  • Run Comps
  • Integration with Point or Encompass
  • Automatic Call-Back Reminders
  • Working Lead List
  • Comprehensive Pipeline Report

 

Management Features:

  • Integrates With Your Mortgage Sales Lead Provider
  • Automatic Lead Distribution
  • Lead Security (IP Restrictions)
  • Customizable Features To Suit Your Company Needs
  • Company Branding
  • View Reports On Mortgage Lead Activity
  • Comprehensive Pipeline Employee Reporting
  • ROI Marketing Reports On All Campaigns
  • Evaluate Employee Performance