Enable Lead Generation While Accessing Mortgage Calculators

Overview

The Team Info settings allow for you to make various configuration changes to your team names, landing page, and progressive web app.

Among these settings, you'll have access to enable lead generation while accessing mortgage calculators. The lead generation feature will send you and your team an email with the contact information for any user that has accessed this modal.

Customizing your landing page allows you to represent your brand and is a great way to generate new leads!

How to Set Up

From your team pipeline, navigate to Settings and select the Team Info tab:

Scroll down to Landing Page Configuration and select the option to Edit Landing Page Configuration:

Select the option to Enable Lead Generation Dialogue For Accessing Calculators. You will then be able to select which fields you'd like to make required (Name, Email Address, or Phone Number). Make sure you select Save to confirm the changes:

Success! The lead generation portal is now available while accessing mortgage calculators.