How estate agents can now automatically pre-qualify their buyer leads without lifting a finger
by Adriaan Grové, Entegral Founder
We know there are plenty of benefits for home buyers to prequalify for a home loan. Running a property portal and real estate platforms we see the usual pitfalls in property buying. While there are plenty of benefits for buyers to prequalify for finance, the benefit for estate agents can easily be calculated too. Think of the time lost working with unqualified buyers or chasing basic documentation once an offer is submitted. Time is your biggest asset, so how do we help you create more time?
Step 1: Create a customer-first, integrated and streamlined experience
Step 2: Create less friction and make it easier to prequalify
Applications go into our MyProperty Home Loans state-of-the-art processing hub, from where all communication with the client is handled. Your agency is automatically notified too of any new pre-qualifications submitted through your website.
Step 3: Automate pre-qualifications from property portals
While the above process works great for your real estate website, what about all those leads from external property portals or social media campaigns?
Well, we have that covered too! Your Base CRM system can automatically import leads from any portal in record time as shown below:
With that in place, you can create an automatic, customised email to any incoming leads from portals to introduce yourself and include a friendly request to prequalify on your agency website.
With the above in place, you can not only guide and process pre-qualifications from your website but leads from any property portal. While not every buyer would want to prequalify before starting viewings, you now have a system in place to motivate this better.
The beauty of the home loans module is that once you are ready to do an Offer to Purchase (OTP), you simply follow the quick capture process on your website, upload the OTP securely, and our team will start the processing. Since 50% of the documents required have already been captured via the prequalification, you save even more time with the OTP process.
Like it? Get the Home Loans module integrated into your Flex website in a flash (no cost) and reimagine the way you work with buyers. Contact our Entegral Helpdesk to connect you with our team or simply email firstname.lastname@example.org
Not an Entegral client? Check out our special Launch Package which includes the home loans module and provides discount pricing for the 1st year. If you are running on a different platform, like WordPress or hosted with another service provider, we can still help and offer branded home loans pages you can link to.
Did you know: We've not only streamlined the buyer side ... have a look at what we've done for tenant applications. Take it further and save even more time using our Virtual Tour platform and do guided tours from your couch!