Mortgage XSellerate
Automatic marketing turns leads into sales
  • Hundreds of pre-built campaigns keep in touch with clients and prospects alike
  • Professionally designed and written campaigns of all types including incomplete loan apps, refi's, first time homebuyers and more. Click here to see samples
  • One-click integrations with Mortgage XSites Pro, or works on its own if you don’t own an XSite
  • "Set and forget" automated scheduling means you always have marketing
  • Just one annual fee, no per-use fees
 
Automatic marketing turns leads into sales

XSellerate, our automated mortgage marketing system, handles your new and ongoing marketing with ease. Choose from over two hundred pre-written, professionally designed marketing pieces targeted to turn prospects into clients, and clients into referral machines.  Click here to watch a short video on how easy XSellerate is to use.

Easily modify our extensive library of ads or create your own marketing messages from scratch and use XSellerate to manage and deliver the campaign automatically.  It also comes with print ads so you can easily include a postcard as part of your marketing campaign.  XSellerate lets you know when it's time to print and send the postcard so you
literally set your campaign and forget it. And new ads are added all the time for free, so you always have timely, relevant ads to choose from.

The Auto Scheduler sends your pieces out to whom you want, when you want. Just pick your campaign schedule and XSellerate takes care of the rest, but this is just one way it's more advanced than other marketing solutions.

XSellerate also knows that a new lead from your site should start getting your "New Leads" campaign. There's an inherent understanding that leads fall into categories and that those categories trigger automatic marketing as soon as a person is added.

If you have a Pro level XSite, XSellerate works seamlessly with web leads as they come in so there's no retying any contact information. Plus, contacts can be imported from other programs, so it's a great product on its own too.

To give clients even better service, you can even add the Daily Rate Lock Advisory to automatically deliver expert rate lock advice, with your branding, daily or weekly.  Click here to learn more.