Kaleidico helps you get started with buying leads, lead management, and originating mortgages through the Internet

1. Internet Originations
101: The Foundation Course

2. Critical Path
• Assess Current Business
• Build Foundation for Success
• Create a Plan
• Execute, Iterate, Execute, Repeat
• Success

3. Assess Your
Current
Business
Are you on the right path? How
do you acquire prospects and
customers?
Do the math. Will it get you to
your goals?

4. Current Business
• Referrals
• Clients
• Real Estate agents
• Attorneys, CPAs, other professionals
• Direct mail
• Purchased lists

5. Who is in
control?
Ensure your own success!

6. Be Consumer’s First
Stop
• Take control!
• Generate your own prospects
• Buy Internet consumer inquiries
• Become the premier referral partner in
your network or community
• Determine how successful you want to be

7. Foundation for
Success
Build a lead generation and
management platform
Create an asset that continually
returns and perpetuates value

8. Lead Generation
• Create the foundation
• Be searchable
• Get linked
• Make contact easy
• Create big funnel

9. Be Searchable
Create your online identity:
www.linkedin.com
www.facebook.com
www.twitter.com
www.wordpress.com

10. Get Linked
Promote the value of yourself
and your website to others with
synergistic content
Register with popular
directories

11. Make Contact
Easy
Don’t make this hard.You are in
the business of generating
contact.
Live in the public eye.

12. Create a
Big Funnel
Lead Generation and the
Internet is famous for spillage.
Make sure you have a big funnel
to catch lost consumers.

13. Lead Buying
• Bring in the Prospects
• Buy performance
(www.leadmarketwatch.com)
• Buy intent
• Buy integrity

14. Performance
Intent
Integrity
Pillars of a good lead generator.
Survey their performance,
ensure inquiries are generated
with buying intent, ensure
advertising is accurate.

15. Who’s Best?
This is hard to find, but available.
www.kaleidico.com
www.leadcritic.com

16. Lead Management
• Build Marketing and Sales Process
• Lead Receipt
• Lead Distribution
• Lead Actions
• Lead Workflow

17. Lead Receipt
Speed Matters!
Get your leads in real-time or
you have already lost.

18. Lead
Distribution
Speed Matters!
Get them out. Get them called.
Automate distribution to avoid
prioritization conflicts.

19. Lead Actions
Define, Discrete, and
Compelled.
These are the keys to making
actions measure and drive
performance.

20. Lead Workflow
Position and automate proven
patterns to success.
Lead incubation, lead nurturing,
win-backs--all enabled by
automated work flow.

21. Need More
Info?
www.kaleidico.com
866.667.5253