Loan Officers: Win the Pre-Approval Tonight, Then Keep the Borrower and the Referring Agent Calm Until Clear-to-Close
Mortgage leads decide fast. A borrower who just had an offer accepted needs a pre-approval letter tonight, not a callback tomorrow, and they'll move forward with the first loan officer who responds. The gap between inquiry and first contact is where most of your lead spend dies. A rate headline can flip their mood by the weekend.
The other half of the job is the quiet stretch after submission. Borrowers panic between appraisal and underwriting, panic again when conditions come back, and call the moment they don't understand a Closing Disclosure. Every one of those calls interrupts a rate lock you're trying to land. And the referring agent is judging you by how informed her client feels.
LeadPro texts new leads within seconds of inquiry, sends plain-English milestone updates automatically as the file moves from application to appraisal to conditions to clear-to-close, and copies the referring agent without you typing a word. Every text and email is logged on the contact record and exportable when compliance asks. It's $297 a month with unlimited contacts.
The problems LeadPro solves for mortgage professionals
Pre-approval shoppers who will not wait for a callback
A buyer with an accepted offer and a 48-hour financing deadline is texting three lenders. Instant text response and a link to start the application keep that file coming to you instead of an online lender.
Borrowers who go quiet, then panic, between milestones
Silence after submission reads as trouble. Automatic updates at appraisal ordered, appraisal in, conditions issued, conditions cleared, and CTC replace the anxious check-in calls and the "any news?" emails.
Referral agents who stop referring
Agents send buyers to the LO who makes them look good at the closing table. Copying the agent on every milestone keeps the referral pipeline open long after this file funds.
How mortgage professionals use LeadPro
CRM & Pipeline
Track every file from inquiry to pre-qual to pre-approval, through processing, conditions, and CTC to funded, in a visual pipeline. Tag the referring agent on each deal so you always know which partners feed your business.
Missed Call Text Back
A borrower calls while you are locking a rate for another file. LeadPro texts them back in seconds with a link to upload docs or book a call, so the pre-approval conversation starts with you.
Marketing Automation
Move a file to Conditions Issued and the borrower gets a text explaining what is needed and by when, with a matching note to the agent. Rate-lock expiration reminders fire automatically before you have to chase.
Email & SMS Marketing
Stay in front of past clients with rate-watch updates and an annual mortgage review. When a refinance or a cash-out makes sense again, you are the LO they already hear from.
Calls & Tracking
Business calls run through your LeadPro number, so every borrower conversation is logged on the contact record next to the rest of the file history, with recordings when you need them.
Have questions? We have answers.
Is my communication history recorded for compliance?
Yes. Every text, email, and call through LeadPro is logged on the contact record with timestamps, and you can export the full history whenever compliance or a regulator asks for it.
Can LeadPro send borrower updates automatically?
Yes. Moving a file between pipeline stages triggers the update you wrote for that milestone, from application received to appraisal, conditions, and clear-to-close. Borrowers stay calm and your phone stays quieter.
Does it help with rate-lock deadlines and conditions?
Reminders can fire ahead of a rate-lock expiration or a conditions deadline, to you and to the borrower. It will not make the underwriting call for you, but it makes sure nobody is surprised by the date.
How does it help with referral partners?
Tag the referring agent on each file and LeadPro copies them on milestone updates automatically. You can also run stay-in-touch campaigns to your whole partner list between deals.
Does LeadPro replace my LOS?
No. Keep your loan origination system for the file, the 1003, and the disclosures. LeadPro handles lead response, follow-up, borrower and agent communication, and past-client marketing around it.
What does it cost for a mortgage team?
LeadPro is $297 per month with unlimited users and contacts. No setup fee on the standard build, and monthly billing cancels anytime.
Ready to grow your mortgage business?
See LeadPro on a live demo, or talk to sales about getting your team set up.
Prefer to talk? Call (415) 323-1792