Chase Home Finance Lead generation and management — vetted & compliant
Over 5 years, the system served hundreds of thousands of leads, and generated millions of dollars, in First Mortgages and Home Refinances over 5 years and in over 300 Chase offices.
- Saas based lead management application
- Both owned and third party lead aggregator data available in real-time
- Target Leads Distribution to vetted employees
- Flexible rules engine (location, credit scoring, interest rates)
- Supported telemarking channel with direct mailings
- Sophisticated Reporting Services based on location, lead type, and demographics
- 4 channels and 3 core programs
- Over 3000 employees
- 50,000 leads per month server
- >$200 MM in loan revenue per year