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Example Interest Rates: Home Loan Variable: 2.87% (2.9%*) • Home Loan Fixed: 3.74% (3.48%*) • Fixed: 2.48% (2.94%*) • Variable: 2.84% (3.44%*) • Investment IO: 2.3% (3.76%*) • Investment PI: 2.04% (3.8%*)

How Are Businesses Notified Of New Leads? · SOCIAL ARCHIVE ·

How Are Businesses Notified Of New Leads?

How are brokers notified of new leads? Automaton is created for each form with each form inheriting its own automated profile (up to 35-points of summation apply). Part of form creation process provides for the following business notification:

- Notification email.
- Business SMS.
- CRM integration, (limited systems)
- Outlook task.
- Microsoft Planner task.

A unique facility will send calendar bookings directly to Outlook (the only integrated experience in the industry).

While there's a bunch of fancy-pants notifications that apply the easiest to use method of notification is via an RSS feed (about a dozen RSS feeds apply for different systems). The feed is ingested by Outlook and provides its own notification or alert.

If using Facebook lead fiorms (as opposed to a landing page) you simply associate a lead form with a website form and the automaton will be applied to the FB lead.

What we've just described is the only turnkey and integrated solution made available to the industry.

Whatever automaton you use your primary objective is to contact a lead when requested or as soon as possible if no booking was made.

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How are brokers notified of new leads? A

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