Favourite 5 Features

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All-in-One Communications Centre

This is a must-have to get started right. You will capture ALL Interactions with leads and clients in one place. This also covers you for compliance.

Have you ever had to try and find an email, text, or figure out when someone called you? Not anymore! This is a must-have to get started. You will capture ALL YOUR INTERACTIONS with leads and clients in one place. Great for compliance too. Track all incoming and outgoing communications in the client profile.


* Texts * Emails * Chats * Messenger * Phone Calls

#2 Contact Leads Faster

Did you know that if you get back to a lead faster you will instantly increase your sales? So let's make it happen!


Now you have AVA on your team. She will instantly text and email you when someone contacts you. She lets you know:

  • Where the lead is from
  • Contact information
  • If activated, you will even get a call from AVA letting you know you have a call on hold. You can choose to instantly connect to the lead or pass them to voicemail.

See all the contact and conversations you have had with your leads and clients plus a set of questions that you can complete live or after the conversation.

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Capture Leads

Ready to use forms and lead conversion surveys that easily integrate into your website, landing pages and social media campaigns.

Let's face it - we know that people looking for mortgages are doing searches 24/7. The trick is and to have a system in place where prospects can reach out to you. Without it, you are missing sales.


Of course you can manually enter a name that you have been referred to into the Leads Capture system so you can nurture and follow up.


Take a look at the Go Mega Leads system you will now have to capture leads from various online and offline tactics.


Website Chat

Make your website interactive (plus any landing pages you have) with this lead capturing active button. This website chat is a text allowing you to always be 'there'.

Popup Form

They work by ENGAGE VISITORS when entering or existing to join you. It may be for a newsletter, ebook, lead magnet or getting the latest unpublished rates - it's up to you.

Go Mega Forms

Capture and respond to leads through our advanced forms. You will have a Lead and Qualifying form. All leads are stored for response and future campaigns.

Facebook Messenger

With our Facebook integration, you can be confident to start to engage with your Facebook followers. With our system, you will capture details to increase your leads.

Google My Business

Integrating with Google My Business gives you the power to know what's going on with searches BUT NOW you can capture lead info through the new chat widget.

Click to Call or Text

Another great method to engage visitors is to use the click to call or text. Once a user activates this feature, you will begin to capture the information from the lead.

Now Let's Talk Marketing with Your Communications Centre

Here are a few things you can do easier than ever before because we integrated it for you

IT JUST WORKS OUT OF THE BOX

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Lead & Client Nurturing

Keeping in touch with leads, generating mortgage applications and closing deals can be overwhelming. AVA (Automated Virtual Assistant) is designed to streamline and keep things moving from lead capture to closing the deal.

We are sure you know follow-up is everything - so we won't harp on it. One of the issues for many mortgage brokers is the time to track and stick handle leads. Many leads just slip through the cracks and eventually get lost. You will be happy to know that AVA will now help you increase your sales through nurturing your leads. Leads will receive emails, texts and even voicemail drops in a customized campaign. Once a lead is ready to be reactivated, they can:


  • Set up an Appointment on a Booking Form
  • Click to call
  • Text You
  • Email You


Think of the possibilities for your marketing campaigns that include!

#5 Deadline & Event Alerts

Keeping on top of all the things you need to do can be stressful. Now you can easily schedule deadlines and events. Easily set up systems to keep you notified the way you want to know.


You can even set up reminders to clients and leads that there is a deadline approaching or documents needs to close. and that you should talk or meet, including items such as:

  • Deadlines for pre-approvals
  • Upcoming next steps and documents needed
  • Deadlines for closing
  • Renewal dates
  • Birthdays and more

Mass Alerts

Deliver time sensitive messages such as special rates, changes in mortgage rules and more

Marketing Messages

Engage leads with friendly reminders and rates through the messaging they prefer.

Lead + Client Database

This isn't your daddy's CRM - it's GO Mega

Take a look at Your New Dashboard

Snapshot of everything you want and need to know about your mortgage business

  • View your deal status (open, closed & won) along with your income and closing ratio
  • Sales Pipeline lets you know ahead of time if you are low on leads or going to need help
  • Tasks are listed and ready to complete
  • See all your lead source reports listed and totalled automatically for you. SWEET!
  • Google My Business (Local SEO) activity report lets you know how you are doing on searches
  • Automate getting Google Reviews to help your SEO

See All Your Leads & Client Listings in Your Opportunities

  • View all your leads and clients in the visual pipeline
  • Easy drag 'n drop your leads to the next stage in your sales process
  • The view gives you a perfect snapshot of each person in your sales pipelines
  • Click on the name and instantly go to the full profile
  • Under the Contact Tab, you will get the quick details on the person
  • Set tags to segment your leads and clients along with easy updates to the profile

There's more to love with

Go Mega Leads

ALL-IN-ONE

Booking Calendar

This is a must have to get started. You will capture ALL YOUR INTERACTIONS with leads and clients in one place Great for compliance too.

Set Up Teams

Leads and clients can schedule appointments with your BOOKING CALDENDAR to answer questions or follow up for discussing their mortgage strategies that you have designed for them.

Email & SMS Templates

Never lose a lead again. Leads will automatically be assigned to a customized nurture campaign based on their mortgage needs. This is great for leads who are not ready but will be in the near future.

Email Marketing

Set up everything from birthdays, newsletters or even a checklist for documents required. The only limit is your imagination to engage leads & clients.

Google Reviews

Increase your 5-Star Reviews on Google My Business and Facebook. You can easily automated to link your request directly to your reviews and increase your numbers.

Integration

This is awesome - link your Google My Business, Facebook, Paid Ads, website chats, Facebook Messenger and Google Analytics can be integrated for easy reporting.

WANT TO GO TO THE NEXT LEVEL?

Managed Paid Advertising

You can have your PPC (pay-per-click) advertising on Google, Bing or Facebook set up and managed for you by pros. All leads will be integrated into your platform.

Custom and

Local SEO

Climb up in the organic searches by having us work with you on developing a custom Search Engine Optimization plan which includes having your listings up-to-date.

Social Media Management

We can help you keep you up-to-date on your social media posts for Facebook, Google My Business, Instagram, and more. You choose 1 - 5 times per week.

Go Mega Websites

Build the website you've always dreamed of incorporating all the tools you need for an INTERACTIVE SITE to engage and get leads.

Go Mega Funnels

Create landing pages or funnels that ENGAGE VISITORS and are designed for a specific mortgage niche or service.

Go Mega Templates

Set up an email newsletter or eBooks that you use for Lead Magnets and capture names for follow-up.

Start Up Packages

We will set up and integrate all of your social media accounts and make sure you are ready to announce your new business.

Monthly Campaigns

Each month we create new campaigns that you can decide to purchase and we will integrate it directly into your platform.

Custom Niche Campaigns

Target a specific mortgage service (ex. FTHB) or demographic (ex. medical) and we will complete with all the pieces to launch.

Now for the Final Piece

You will have a dedicated team to help you and work with you through the different stages of growing your business!

Take your business to the next level

This is what to expect when you join...

  • You will be sent a Quick Launch Plan to complete (takes about 10 minutes)
  • We create your Go Mega Leads Sales & Marketing System
  • You will have a LIVE Onboarding session to walk you through your new GML system.
  • We will have a live call with you in 7-10 days to answer questions.
  • After 28 days we will check to find out how you are doing and provide you with upcoming marketing campaigns.
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