Quick Start for Mortgage Managers
ListHouze connects mortgage professionals directly with qualified home buyers at the moment they need financing. This quick-start guide walks you through initial setup so you can begin receiving leads, configuring your mortgage tools, and collaborating with agents on the platform.
Configuring Your Mortgage Profile
Start by completing your lender profile under Settings > Mortgage Profile. Add your NMLS number, company details, service areas, and supported loan types. A complete profile increases your visibility when buyers explore financing options within property listings.
Setting Up Lead Routing
Navigate to Leads > Routing Rules to define how incoming mortgage inquiries are assigned. You can route leads by geographic area, loan amount, or loan type. Automated routing ensures every inquiry reaches the right loan officer without delays.
Customizing Mortgage Calculators
ListHouze embeds mortgage calculators on property listing pages. Under Tools > Calculator Config, set your default interest rates, down payment percentages, and fee structures. Buyers who interact with these calculators can request a pre-approval directly, generating a warm lead in your pipeline.
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