Core Use Cases for Lead Scores

our customers use lead scores in a number of different ways probably the most prominent and the one that you think of first is simply using a lead score to prioritize what gets worked on by either your csrs up front making an outbound contact attempt or once they're in a loan officer or sales agent or one of your team's cues is prioritizing what they're working on what they're going to work on next a couple of other ways to consider that we've seen be really successful one with a little atypical and not one that people consider too

often is using it to then distribute leads within your teams if your focus is on equitability and equitable distribution of leads across your team you might use that lead score to ensure that you have uh totally Equitable lead value through your entire team so everybody's basically getting the same have the same chance of success you can also use lead Square event to measure outcomes and if folks are outperforming on Lower value leads or underperforming on higher value leads you can use that as a way to train and help those sales agents another thing that folks

are doing is using it to identify gold in their age lead databases so a lot of times you'll have a lead that will sit in the database for 30 60 90 days you can actually look at activities that have happen over those 30 60 90 days and use those now to inform an updated lead score so if you go back on a 60-day age portfolio of leads you know initially what was in the lead and how it was scored initially but now you also have 60 days of contact attempts of some activity that prospects had

with you we can actually include that in an updated lead score you can use that dat to determine hey is this worth me going after cuz let's face it not everybody wants to spend a lot of time going after a ton of Ages and then the actually most popular use case that we've had is really focusing on portfolio retention primarily in the mortgage industry we see a lot of emphasis on retaining portfolios of mortgage borrowers but we also see it in Auto lending you can see at insurance as well where you're looking to cross sell

back into existing customers you're really identifying who is likely to transact and that can be with anybody and maybe in that case they're likely to leave and to go transact with someone else and you can also determine who is likely to transact with you as the serer or the owner of that particular loan you then use those values to identify which pockets of customers you want to go after and we've seen that as a really effective way to basically do more and increase your activity on uh more isolated pockets of prospects with less because as

we know in the financial services industry there's just less resources to go up out