“As leads come into the system and are then reassigned, the client still gets an autoresponder from me [the primary account holder, aka "master account", often the boss]. The client is then confused. Is there a way to change this?”

There are 2 relevant settings affecting this:

1. Your outgoing email settings as defined within Gmail’s settings. In Admin >> General Settings, you have “Google Integration Settings”; at this time [Mar 2010] we require use of Gmail as the “postman”, though you can easily set gmail to send as any account (under “Settings” >> “Accounts & Import” >> “Send Mail As”; click “Send Mail from Another Address”). This will result as your autoresponder messages being delivered as You@YourServer.com instead of YourGmailAccount@Gmail.com. In SwiftCRM, you simply set which gmail account to use, but the actual settings are defined on the gmail side. Editor’s Note: We plan to add support for all pop3 / all email servers in the near future.

Solution: Change the settings on the gmail account associated with your Admin >> General Settings.

2. All Autoresponder rules can be set up as “Global” or “Local”, which means bosses (Master Account owners) have the ability at the very bottom of the “Add Autoresponder” page, on which you’re editing the actual autoresponder message, to define whether this message is for the entire company (fire this autoresponder on the entire company’s leads), or your pipeline only.

Solution: Be sure the outgoing autoresponder message is set to “My Pipeline Only” if you want to individually personalize the outgoing autoresponder message.

If this does not fully answer your question, please comment below.

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3rd Party Autoresponder Provider Formatting

• Postful.com – Allows totally automated hands-free sending of real postal mail. Great for postcards, reports, invoices, newsletters.
• Kunaki.com – Same thing, except for CDs and DVDs, including packaging.
• MagazineClosingGift.com
• SendOutCards.com
• GoFastInk
• Aweber
• RingCentral
• IfByPhone

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If you’re in the mortgage industry, you should already know it’s possible to increase your profits dramatically if you have a steady source of exclusive mortgage leads. You get to spend more time dealing with your clients rather than spending hours searching for new leads.

Wouldn’t it be so much easier to know that you can access as many exclusive mortgage leads as you need whenever you need them? Having access to potential new clients who are ready to buy a home or refinance a mortgage right now means higher conversion rates and more profits overall.

It can be difficult for some mortgage professionals to source exclusive mortgage leads. It’s important to know that your clients haven’t been hounded by every broker for miles around, but it’s also equally important to know that you have access to exclusive mortgage leads when you need them.

One great way to maximize your revenue on your exclusive mortgage leads is to use a dedicated leads scoring and revenue tracking system. Your leads buying account includes a free SwiftCRM account that allows you to put automatic tracking of closing rates for each lead provider and advanced leads scoring systems to provide you with great transparency into the performance your sales team.

SwiftCRM has developed an exclusive mortgage leads marketplace designed to reward great lead producers and punish and weed out lead sellers who provide poor quality or unreachable leads. This system practically guarantees that any lead-sellers who consistently provide good quality exclusive mortgage leads will be rewarded, which encourages them to submit even more for you.

Your new account has a money-back guarantee for the first five leads, and you’re allowed to put to good use plenty of extensive filters to ensure you get only the prospects you really want. There are plenty of ways to filter your exclusive mortgage leads, including:

• Geographically – you can filter your leads by nominating those who are within a specific radius from you or within a certain zip code, state or country. You might even request leads within a preferred list of areas
• Exact lead type – You might set your account to offer you exclusive mortgage leads that show anypotential client interested in a mortgage, or you can filter your preferences to show only homebuyer mortgage leads or just refinancing leads
• Quality score. We have a proprietary quality score system designed to help great sellers earn more and block the bad sellers. Bid on leads based on a quality score of 100%, and set the minimum threshold to suit your preferences. Your price will be reflected by the quality score! If a seller is rated at 80% on a $50 lead, you\’ll pay just $40.
• Time of day, day of week
• Whitelist or blacklist certain sellers
• Set spending limits on your account to make sure you never go over your budget
• You can also pause your account anytime

In addition, you can even outsell exclusive mortgage leads to downstream providers. For example, a mortgage lender who buys homebuyer leads could sell disqualified leads to a local rent-to-own investor or apartment complex, while a debt settlement provider might sell bankruptcy leads for people who don’t qualify for his or her program. Car dealers can sell a lead to car insurance providers. This allows you to recapture the cost of the lead quickly and provide a new source of revenue from existing business processes.

You can be assured that any exclusive mortgage leads you buy allow you to score the seller as legitimate. You could list them as providing good quality and being easily contactable or not. This, combined with SwiftCRM’s proprietary system based on random phone verification, whitelisting and blacklisting and other factors are designed to provide you with an efficient way to outsource your marketing. You have the assurance that you only pay for results.

Some of the great lead sellers who will be working to provide exclusive mortgage leads for you include internet marketing experts with millions of opt-in, CAN-SPAM compliant records, TV and radio channels looking to monetize unsold airtime, and skilled “bird dog” associates who can look for very specific types of mortgage leads such as investment opportunities or high net worth individuals.

Let us put our team to work for you sourcing exclusive mortgage leads to help save you time and money. We have designed a risk-free leads generation system for you to try it for yourself to see how it can benefit your business so you can see real results.

It’s easy to get started right away. Simply add some funds to your account and you can begin bidding on the exact leads you\’re looking for. Any funds you don’t spend can be returned anytime with 30 day’s notice, and your first 5 leads are guaranteed to be legitimate contactable leads or you don’t pay. It’s that simple. We’re working to create a marketplace you can trust, and we look forward to putting our team of marketers to work for you, starting in just minutes. Get started now.

YES! I’ll try it. Start my account risk-free and show me what you can do.

Bonus Tip: Your SwiftCRM account offers you the benefit of receiving real-time notification of any incoming exclusive mortgage leads via instant messenger, email, text message, or any combination of the above. If you’re buying real-time live-transfer exclusive phone leads, this data can help you sound informed, and if it’s a data lead, this can mean the fastest possible response.

You can even call the lead while they are still on your marketing team’s website. This will help to decrease the risk of that potential new client calling your opposition, as you’ll be the first to respond and provide the service they’re looking for.

Be sure you read through the study by MIT showing how exclusive mortgage leads depreciate dramatically in just a few minutes, as the pressure to be the first responder increases. For more information about using video autoresponders, setting up real-time notification, or other sales enhancement strategies, create your account now at https://securecheckout.me/cart-leads.htm

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SwiftCRM has one of the world’s best Direct Mail Software suites.

Here’s an overview of how it works and what it can do for you:

1. Upload: Whether it’s 100, or 1,000,000 records, simply upload any CSV (standard Comma Separated Value, the format most often provided by your list company or scraping software). Don’t worry about the format! SwiftCRM will let you “map” the fields easily, including unlimited custom fields, into our direct mail software handling system. Simply match up common fields like “name”, “phone”, etc., and choose how to handle unique or custom fields, and our software will do the rest. You’ll also need to enter a name for the drop (i.e. “Holiday Special Offer #1″) and a cost (which will automatically drop into the accounting software included with SwiftCRM). This will help you see response, cost-per-lead, cost-per-closed deal, and even run A/B or multi-variate testing to see which list or creative performs the best.
2. SwiftCRM’s Direct Mail Software will assign a unique ID to each record (Example: BobJones44), and your CSV list will be given back to you as an immediate download with one more field – the reference code – added to it. This can be then printed with your mailer so you and/or your sales reps can call up that entire record by just looking up that code. This proven “reference code” system makes your agents sound like experts on the phone, since they will have immediate access to the entire file. This code is also used with our Personal URL (PURL) system, allowing you to track interest, pre-fill an application, and automatically activate interested leads. For example, you could add “For 24/7 Free Info or to Apply Online, visit YourSite.com/BobJones44″. As soon as Bob even enters that web address, the “prospect” becomes an “active lead” for you and your sales team, and the webpage can pre-populate Bob’s info into any application forms, helping to build momentum in the sales process.
3. Monitor Response. Whether Bob calls in and the sales agent searches “BobJones44″ (and thus activates the lead), or Bob visits online, you’ll have total visibility into the exact response of each direct mail marketing drop. All data can be exported to Google Analytics, allowing you total visibility to all your marketing methods in one place, allowing you to graph response over time, map results geographically, compare campaigns, and more.
4. Maximize Profits & Re-Export the Non-Responders. If you have a high value per lead, one profit opportunity often overlooked with competing direct mail software is re-exporting all the leads that did not respond from the initial drop.  Often times, it’s simply a matter of timing and catching your prospect at the right time, or it may take multiple impressions of your brand and offer, or it may be a case that one headline grabbed the prospect but another did not. Whatever the case, our marketing case studies show for most of our clients, mailing to the list up to 4 times actually increases response while saving money from the initial data. SwiftCRM’s Direct Mail Software tools allow you to re-export the non-responders from any drop, without mixing the prospects. SwiftCRM will even re-tag each prospect with a new PURL so you can track which drop the prospect responded to, track your results, and the system will automatically update the prospect status to keep your data clean. This allows you to run multiple concurrent lists and drops without dealing with issues like data integrity – so you can just focus on ROI and increasing profits.

Our mantra at SwiftCRM is “How can we help you earn more money?”. It’s not just a slogan – we truly want to know, and want to build software to support your marketing goals.

Other features that can help you extend your new direct mail software include:

• Autoresponders – via email, automated phone calls, dialer campaigns, prompts to human sales agents for activated leads, SMS text messaging, and mail sub-campaigns for activated leads.
• Email Marketing Software – mass email, sequential autoresponders, and more are all included with SwiftCRM’s base package.
• Phone Integration to automatically track response back to a given drop or campaign.
• …and much more.

While much attention is paid to newer forms of high-tech marketing, the fact is that direct mail based on targeted lists is still one of the highest returns on investment forms of marketing there is. SwiftCRM’s Direct Mail Software will help you know exactly precisely which advertising is paying you most, so you can double down quickly on winners and cut any money-losing expenses off.

SwiftCRM is proud to offer a 100-day, 101% profit guarantee – so try it now! Signup, get started, and if within 100 days you are not sure you have realized more profit than the investment in the software, we’ll refund you 101% of your money. We are in business to make you money, period. So why wait to increase your profits? Get Started Now.

Yes! I’ll Try SwiftCRM’s Direct Mail Software,
Knowing I’m Guaranteed to Profit.
Sign Me Up!

(Zero Contract Requirement, Simple Pay-as-you-Go)

P.S. For most industries, a handwritten envelope with real stamp (not bulk mail) raises the cost by about 17%, but increases response by over 300%. Our directory of providers include some of the most innovative and lowest-cost providers in the industry – SwiftCRM’s direct mail software allows you to not just try strategies blind, but actually see the direct impact dollar for dollar on your ROI! If you had total visibility into campaign profitability, you could afford to try response-maximizing strategies like handwritten post-it-notes, newspaper tear-offs, ugly yellow handwritten letters – while knowing you’re “in the black”. Get started now!

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1. “Selling-Opportunity-Status” definition at time of form input. This is very useful with online applications, as someone who fills out a certain form may be deeper into the sales process than some other form – for example, say you have a mortgage website, and you have some basic forms for pre-qualification, but you have another form for homebuyers who actually now have a house under contract, or a full mortgage application. Obviously these clients are to be handled differently than purchase pre-approvals who are just starting out – anyway, this field now allows you to specify the “selling opportunity status” at time that form is captured.
   1. How to Use:  Add the variable “iStatusId” with the index number; let us know what status you need and we’ll get you the exact code.
2. Company Leads Pool posting. If you have a sales team, this allows you to create leads that go straight into the “Open for the taking” “company leads pool” in the CRM, as compared to forcing the lead to go into a single account (which, technically, you could create a rule for – so we have 2 ways to do this now). Simply add the variable COMPANY_LEAD = Yes to the variables you pass, and this will cause it to dump straight to the company, not a single employee.
   1. Example: <input type=”hidden” name=”COMPANY_LEAD” value=”Yes”>

Currently keeping us busy: Phone verification of leads via a single tag, and easier to use Catchpa spam verification.

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https://securecheckout.me/leadhandler.php

Following are the fields that needs to be post.

• iSubscriberId
  This will be your subscriber Id .You can get this from the Edit Settings.
• vThanksURL
  Specify the URL here so posting page will be redirected to that page.
• bulkLeads
  Use this variable = 1 if you are posting the Bult Leads.
• vType
  Specify the lead type that you are going to post.
• vName
  It will save the Contact’s Name
• vEmail
  Specify the contact EMAIL
• vPhone1 , vPhone2
  Specify the Phone numbers of the leads.
• vAddress
  Specity the contact’s Address

vZip
Specify the Zip code.

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We have 3 Recommendations, and can integrate SwiftCRM with any/all of them.

These videos by recommended provider CallFire (Click here to learn more directly from them)

In short, selling agents will spend about 500% more time speaking to a live human. Since dialers predict based on simple patterns i.e. what % of dialed numbers will be answering machines, they work best with multiple seats – the more seats you have in use, the closer you will get to 100% talk-time.

SwiftCRM has multiple dialer options – Callfire is great, but there are definitely multiple options. Call us for details.

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For our CRM users, this was a fairly minor inconvenience - no data was lost, and all core functions remained online with the exception of document uploading for a few days.

Looking back, I wanted to post about a few wins, losses, and resources that may be of help.

First, I can’t overstate the importance of keeping code updated. Our malware trojan was installed through an outdated wordpress that was just a few versions old – but enough to pose an easy target. Once that blog was compromised, my personal PC (XP) became infected, as I disregarded the warnings in an attempt to eradicate the virus.

Overall, this cost me over $2,000 in programmer time and lost work, 100+ hours of my own time, and was a huge hassle. It’s much, much easier to _keep_ a hacker or virus out than to eradicate them… in my case, I wiped my XP, and installed Linux on my home office’s servers. Fortunately, pretty much everything was backed up, important contacts were on our own hosted CRM and thus online, all docs were on the fabulous and free Google Docs – so it could have been worse.

Here are my top 10 security tips for Emergency Prevention:

1. Use a hosted CRM. Yeah, ok, it’s totally self-serving.. but if your PC / mac / phone goes up in smoke, the last thing you want is sales coming to a standstill. I’m a computer tech-head and I still got it – these days, I’d say it strikes everyone sometime, and when it does, online CRM means… you’ll hardly feel it. In my case, I wiped my laptop and installed the virtually virus-proof linux on it, and was back in business within an hour.
2. If you have multiple computers, run different operating systems. While it’s convenient to network several XP machines, it’s safer to connect a mac, PC, or Linux – and if one machine is infected, it sure makes things easier to always have another computer handy to download drivers, search for information on how to do something, etc. If you have internet on your phone, that can help search for info, but obviously won’t help much with drivers or bootable CD’s i.e. repartitioning your hard drive.
3. Know who to call. I had to become much more security-savvy, simply because I didn’t have someone to call, and if I had, I would have gladly paid $1,000+ to have someone just make the problem go away. For our website clients that we host, we charge extra over some $3 hosting accounts… but when emergency strikes, we’ve got you covered. While GoDaddy is great, they’ll leave you high and dry should someone hack your site, and it’ll cost you far more in the long run to remove it than worrying about a few dollars a month. Think of a full service website maintenance agreement as insurance. If you have a website that has any traffic, you are virtually guaranteed to become a target… and the bigger you get, the more of a target you become.
4. Stripe Your Data. There\’s a type of hard drive setup used in servers called a RAID, but frankly, it’s more of a leftover from old days when hard drives weren’t as reliable. I prefer having duplicate data on completely different computers, ideally, in different locations, as human error or virus infection are the two most likely sources of data problems – and a RAID won’t fix either of those. Instead, you want periodic backups to a drive that you can access. Having data in multiple locations i.e. photos on flickr, docs on Google Docs also provides another form of security, since those managed services (including SwiftCRM!) are heavily monitored and well maintained.
5. Investigate before going into Panic Mode. Frankly, I could have saved myself a lot of time and money had I done more research, but who knew? Who has ever heard of a port-sniffing, FTP monitoring virus? Google “Gumblar” and you’ll see I’m not alone – it’s been an extremely effective virus, even affecting the White House. Www.StopBadWare.ORG is a fabulous free source of knowledge and experience. If you’re having problems, just google for the symptoms and it may lead you to the source of the problem and how to deal with it effectively, without guessing and/or wasting a lot of time and money.

Now that we’re fully back online (after cleaning up some collateral damage to our own site – i.e. restoring our own sales demos and blogs), we’re making a lot of important changes to software, hardware, and human systems. We now have ever more backup methods, tighter security for programmers and designers and our own staff, and overall better resistance across the board to any e-warfare.

As always, we appreciate your business and look forward to serving you.

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Don\’t see a company you work with? Just put us in touch with your lead provider and we should be able to have you online within 1 day for most cases.

(In No Particular Order)

• Adchemy
• LowerMyBills
• Zipseach
• Adteractive
• Bills.com
• LeadPoint
• DoublePositive
• GoApplyLeads
• BigMortgageLeads
• KeyLeads
• LoanBright
• FindYourCustomers — > NOTE: Positive Reviews from Existing Clients!
• SmartQuote
• QuinStreet

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