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Mortgage Lead Gen Q&A
- 01Often, yes. At BrokerSuite, we focus on providing booked meetings rather than just raw lead lists.
- 02Typically 7–10 days from onboarding, depending on market and availability.
- 03Short form + quick screen confirming intent, timeframe, and location fit.
- 04Yes—segmented paths for purchase / renewal / refi.
- 05Instant confirmations, SMS/email reminders, easy rescheduling.
- 06No. Use your CRM or the BrokerSuite workspace.
- 07Both. Pro plan supports higher volume and routing.
- 08No—monthly plans. Upgrade anytime.
- 093–7 booked meetings/mo, 250+ qualified leads/mo, managed funnel + email, weekly optimization.
- 10If we miss your plan’s booked-meeting target, we refund that month (see requirements).
- 11Yes—align outreach to your licensed markets.
- 12No—single-broker bookings.
- 13Yes—adjust pacing with notice.
- 14UTM/source tags flow into the CRM.
- 15Available on request (market-dependent).
- 16Reschedule links reduce no-shows; backfill as capacity allows.
- 17Yes—FTB, renewal, refi, price band focus.
- 18Explicit opt-ins, clear unsubscribes; align with CASL.
- 19Growth/Pro include email nurture support.
- 20Varies by market and close rates; goal is steady, qualified meetings.
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