{"id":52709,"date":"2019-09-18T15:34:32","date_gmt":"2019-09-18T08:34:32","guid":{"rendered":"https:\/\/bestarion.com\/us\/?p=52709"},"modified":"2025-08-14T15:42:35","modified_gmt":"2025-08-14T08:42:35","slug":"lead-generation-for-mortgage-providers-case-study","status":"publish","type":"post","link":"https:\/\/bestarion.com\/us\/lead-generation-for-mortgage-providers-case-study\/","title":{"rendered":"Lead Generation For Mortgage Providers"},"content":{"rendered":"

This Lead Generation for Mortgage Providers is a web-based platform to provide easy-to-use, cost-effective mortgage websites to more than 1,100 mortgage providers in the US.<\/p>\n

<\/span><\/span>EXECUTIVE SUMMARY<\/span><\/h2>\n

Customer L is a provider of mortgage websites and related services to loan officers, mortgage brokers and mortgage companies in the US. Bestarion has helped enhance its services through data management, content management system and supporting tools. These enhancements contribute to overall success of the company as one of the first choices of mortgage website services. Over 1,100 mortgage providers have become its partners.<\/p>\n

<\/span><\/span>ABOUT CUSTOMER L<\/span><\/h2>\n

Customer L specializes in mortgage website design and website templates. It is among the first choices in mortgage websites for loan officers, mortgage brokers and mortgage companies in the US. The company provides the most complete, easy-to-use and cost-effective mortgage website solution available on the market today. Its solid product line, superior mortgage marketing services and world class customer support are what set the company apart and makes it a smart choice for web development.<\/p>\n

<\/span><\/span>CHALLENGES<\/span><\/h2>\n

For mortgage providers, loan officers, mortgage brokers and mortgage companies, effective mortgage websites are their crucial tools for lead generation and conversion. The websites\u2019 appearance must convey an impression of professionalism and trust. And more importantly, they need capabilities to manage prospects\u2019 contacts, process their inquiries, calculate their projected mortgage based on such information as location, credit rating, occupation, price range, etc.<\/p>\n

Such websites would also need to be compatible with popular LOS (Loan Originating Software) packages. LOS is a system that processes loan applications from borrowers. This process usually includes all steps from taking a loan application up to disbursal of funds or declining the application.<\/p>\n

Preferably, websites for mortgage providers should be able to support marketing activities, especially digital and social media ones such as email marketing, SEO (Search Engine Optimization), social networks (YouTube, Facebook, Twitter, etc.) They are all indispensable channels to generating leads for mortgage providers.<\/p>\n

Customer L aims to provide mortgage providers with mortgage websites that are capable of meeting all the above requirements but inexpensive and easy to use.<\/p>\n

<\/span><\/span>THE SOLUTION<\/span><\/h2>\n

Bestarion developed a complete and intuitive back-end system for the owners of Customer L\u2019s mortgage websites to help them effectively generate leads and convert leads into clients. Our system includes several major components such as \u201cMy Account,\u201d \u201cSettings,\u201d \u201cLeads,\u201d \u201cNotification,\u201d and LOS integration.<\/p>\n

\u201cMy Account\u201d page allows website\u2019s owner to change their username, password, NMLS (Nationwide Multistate Licensing System & Registry) number, contact details, as well as email address for notification. Information about NMLS and contact details would also be displayed in the website.<\/p>\n

\u201cSite Content\u201d page is where the Site owners can create and edit the content of their websites, as well as customize the site navigation.<\/p>\n

    \n
  • Each website already comes with basic pages such as Home, About Us, Contact, Mortgage Calculators. Owners can edit the content of these pages, and create\/remove new pages.<\/li>\n
  • They can also customize page\u2019s URLs and SEO meta tags such as meta title, meta keywords, and meta description.<\/li>\n
  • Each website is provided with 17 different mortgage calculators, which could cover almost all types of information that customers may ask for, such as monthly payment, full amortization rate, rent vs. buy, etc.<\/li>\n
  • The Site Navigation function allows the Site owners to customize the site\u2019s main menus. They can rearrange the order of the menu bar, as well as the sub-menus.<\/li>\n<\/ul>\n

    The main functions of \u201cSettings\u201d page are the site\u2019s appearance editing, social media and lead posting, and analytics. The page allows site owners to perform a wide variety of tasks to make their websites more appealing and productive.<\/p>\n

      \n
    • They can change their sites\u2019 design by choosing from various professional themes. They can also personalize their sites by uploading their own logos and favicons (tab icons).<\/li>\n
    • Site owners can add links to their social media pages (Facebook, Twitter, YouTube, etc.) which will appear on the website.<\/li>\n
    • To ensure the sites\u2019 visitors become clients, our system comes with several customizable lead capture forms designed using the best conversion practices. Site owners can make choices.<\/li>\n
    • Our system also allows integration with other lead management and CRM (Customer Relationship Management) platforms such as Velocify or LeadMailBox. Site owners just need to provide a link to their accounts in those platforms, and all the captured leads will be forwarded to their preferred CRM system.<\/li>\n
    • Site owners can customize their Auto Responding messages sent to the new leads who have just contacted.<\/li>\n
    • \u201cSettings\u201d page is also where site\u2019 owners paste their Google Analytics code for tracking their SEO and SEM efforts.<\/li>\n<\/ul>\n

      \u201cMarketing\u201d page consists of many powerful tools to help mortgage providers generate leads and increase conversion rate.<\/p>\n

        \n
      • Site owners can easily set up effective email campaigns by creating email templates, email lists, start and end dates. They can set automatic trigger for sending email by specifying the number of days after an email address is captured that they want an email is sent to that address.<\/li>\n
      • For maximizing effect of targeted campaigns, Site owners are provided with up to 3 conversion-optimized landing page templates, which could be automatically filled with content such as logos, introduction, and mortgage calculators.<\/li>\n<\/ul>\n

        To a mortgage provider, leads are their most valuable asset. The \u201cLeads\u201d page consolidates all leads\u2019 information from multiple sources (forms, contact, landing pages, etc.). Site owners can export these data to other file formats.<\/p>\n

        Site owners will also be notified immediately, via email or alert when they log in the back-end system, when there are new leads.<\/p>\n

        Our system is specially designed to support integration with LOS (Loan Originating Software) vendors. Mortgage providers can put an online Form1003, the standard loan application form, on the websites. Once a visitor fills out the form, the data will be safely encrypted and imported to LOS. Our system can work with many popular LOS such as Calyx Point, Encompass, BtyePRO, Genesis and PCLender.<\/p>\n

        <\/span><\/span>RESULTS<\/span><\/h2>\n

        The back-end and\u00a0data management\u00a0<\/strong>system developed by Bestarion enables Customer L to provide its clients with a complete, easy-to-use end-to-end service. Any mortgage providers can set up and run a mortgage website with all the required functions and features at a low cost and with very little effort. As a result, over 1,100 mortgage providers all over the United States have used Customer L\u2019s services.<\/p>\n

        \u201cI am working with many vendors daily, and I have to applaud Bestarion for wonderful performance and quick response.\u201d – Chief Executive Officer of Customer L<\/p><\/blockquote>\n","protected":false},"excerpt":{"rendered":"

        This Lead Generation for Mortgage Providers is a web-based platform to provide easy-to-use, cost-effective mortgage websites to more than 1,100 mortgage providers in the US. EXECUTIVE SUMMARY Customer L is a provider of mortgage websites and related services to loan officers, mortgage brokers and mortgage companies in the US. Bestarion has helped enhance its services […]<\/p>\n","protected":false},"author":26,"featured_media":636,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[7],"tags":[],"class_list":["post-52709","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-success-stories"],"_links":{"self":[{"href":"https:\/\/bestarion.com\/us\/wp-json\/wp\/v2\/posts\/52709","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bestarion.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bestarion.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bestarion.com\/us\/wp-json\/wp\/v2\/users\/26"}],"replies":[{"embeddable":true,"href":"https:\/\/bestarion.com\/us\/wp-json\/wp\/v2\/comments?post=52709"}],"version-history":[{"count":1,"href":"https:\/\/bestarion.com\/us\/wp-json\/wp\/v2\/posts\/52709\/revisions"}],"predecessor-version":[{"id":52710,"href":"https:\/\/bestarion.com\/us\/wp-json\/wp\/v2\/posts\/52709\/revisions\/52710"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bestarion.com\/us\/wp-json\/wp\/v2\/media\/636"}],"wp:attachment":[{"href":"https:\/\/bestarion.com\/us\/wp-json\/wp\/v2\/media?parent=52709"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bestarion.com\/us\/wp-json\/wp\/v2\/categories?post=52709"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bestarion.com\/us\/wp-json\/wp\/v2\/tags?post=52709"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}