Our nationwide appointment setting service is suited to experienced home loan professionals to address common challenges that place pressure on dollar productive time:
Our team can take care of your marketing and lead generation activity, lead nurture processes and appointment setting.
Experienced home loan professionals
5 - 100 appointments per month
a. Cost per appointment or;
b. Monthly admin fee plus revenue share
Appointments are provided on an exclusive basis
Online calendar integration
Email and Lead Management Centre access
Targeted Online Advertising
Advertising on major search engines and other real estate websites, engaging consumers who are interested in refinancing or purchasing a property.
Online Consumer Request & Property Report
Consumers submit an online enquiry to request a consultation with a home loan professional and receive a Property & Home Loan Report. The Report is sent to the consumer including relevant home loan and property information with an estimated value range, recently sold, and for sale properties.
Lead Nurture & Broker Appointment
NOVII Mortgage Team Connects with Consumer
Consumer enquiries are contacted by our Mortgage Team to understand their property transaction and financial requirements, and nurtured until an appointment is scheduled with a home loan professional.
Broker Appointment Scheduling
Based on the home loan professional's geographical service area and availability, a qualified appointment will be scheduled with the consumer looking to purchase or refinance a property. The appointment includes detailed information regarding the consumer and their current financial situation.
Loan Application & Settlement
Home loan professional will liaise directly with the potential borrower after the initial appointment set up by the NOVII Mortgage Team. The status of the loan application is tracked with the home loan professional until settlement is confirmed.