Lead allocation by NMLS state licenses and retail officers’ distance to lead
Geo-Optimized Lead Allocation System Based on Licensing and Proximity
Solution
Develop a geo-based lead allocation system that assigns leads to loan officers based on their state licensing and physical proximity to potential clients. This system uses advanced mapping technologies and database queries to ensure that leads are routed to the most appropriately licensed and geographically suitable loan officers, maximizing the chances of timely and effective engagement.
Result
This geographically and legally optimized allocation system significantly enhances lead response times and personalization of service, leading to higher client satisfaction and increased conversion rates. It also ensures compliance with state licensing laws, reducing legal risks and fostering trust among clients.
Optimizing Broker Performance