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LEAD MANAGEMENT Introduction The purpose of this User Guide is to provide users with guidance on the following: Creating a Lead Importing Leads Managing Leads Completing a Lead Not Proceeding Reopening
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Lead management refers to the process of capturing, tracking, and managing potential leads or customers in the mortgage industry.
Mortgage brokers, loan officers, and mortgage companies are required to file lead management reports.
Lead management can be filled out electronically through the mortgage-brain.co.uk platform by entering relevant lead information.
The purpose of lead management is to organize and keep track of potential leads in order to facilitate follow-up and conversion into customers.
Key information to report on lead management includes lead contact details, source of lead, status of lead, and actions taken.
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