Mortgage Lead Gen Q&A
- 01
Often, yes. At BrokerSuite, we focus on providing booked meetings rather than just raw lead lists.
- 02
Typically 7–10 days from onboarding, depending on market and availability.
- 03
Short form + quick screen confirming intent, timeframe, and location fit.
- 04
Yes—segmented paths for purchase / renewal / refi.
- 05
Instant confirmations, SMS/email reminders, easy rescheduling.
- 06
No. Use your CRM or the BrokerSuite workspace.
- 07
Both. Pro plan supports higher volume and routing.
- 08
No—monthly plans. Upgrade anytime.
- 09
3–7 booked meetings/mo, 250+ qualified leads/mo, managed funnel + email, weekly optimization.
- 10
If we miss your plan’s booked-meeting target, we refund that month (see requirements).
- 11
Yes—align outreach to your licensed markets.
- 12
No—single-broker bookings.
- 13
Yes—adjust pacing with notice.
- 14
UTM/source tags flow into the CRM.
- 15
Available on request (market-dependent).
- 16
Reschedule links reduce no-shows; backfill as capacity allows.
- 17
Yes—FTB, renewal, refi, price band focus.
- 18
Explicit opt-ins, clear unsubscribes; align with CASL.
- 19
Growth/Pro include email nurture support.
- 20
Varies by market and close rates; goal is steady, qualified meetings.
