Sun West Mortgage Company recently released their Apply Online feature that ties into their reverse mortgage calculator and is being offered to all of their business partners.
SWMC will give business partners a custom URL that is branded with their company name and logo to allow their prospects to see basic reverse mortgage calculations and submit their information online. If a borrower decides to submit information online all of the data is automatically entered into your SWMC pipeline and assigned a lead number. Below are a few images to give you a better idea of what it will look like.
The calculator also allows borrowers to print out an information product as well. If you are curious to see the calculator in action, SWMC was nice enough to create a RMD calculator for you the check out here.
Overall it’s a simple way for a small company to add a new feature to their website and you can’t beat the price… free. Personally, I would rather have the ability to embed the code directly into my company’s website vs. directing them to another URL somewhere else.
While the calculator isn’t as detailed as the calculator you can get from a company like IBIS, it could be a good way to start "testing the waters" of advertising online. Kudos to Sun West. Click here for more information.
Reminder – Join us on Wednesday July 2nd at 12pm (EST) for “Becoming the Professional’s Professional: 20 Keys to Unlocking the Adviser’s Referral Door” with Monte Rose. This session is part of RMD’s free training sessions. Space is limited, sign up now!
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