Mortgage Features
Creating a Campaign
Initiate the LeadMiner client software and log in. Click on the Get Campaign button. Please note that when online and idle for 60 minutes, the connection may be terminated. If the Get Campaign button is clicked and nothing happens, you will need to reestablish connection. You can check the status of the connection in the Go Campaigns Client Message area at the bottom of the window.
Beginner Note#1
Once you have decided that is time to create a real campaign, rather than experiment with sample campaigns, Click Create Real Campaign. Otherwise select Cancel. When you no longer wish to see this Beginner Note window it can be disabled by checking Do not show this again.
Select Create a new campaign.
Choose either a Demographic or FICO based mortgage campaign from the dropdown list. Title your new campaign with a unique name, and click OK
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Helper Windows
Helper windows, Demographic and FICO, are specific to the campaign. They offer information and an opportunity to open the User's Guide, and can be disabled by checking Do not show this again.
Selection attributes
Selection Attributes in the Create campaign window are specific to the campaign and to the type of data.
The required input fields are titled in red. Use additional attribute selections to refine the target market for your campaign. Dropdowns 
offer choice when selecting attributes and should be used to select the desired value from a list. We recommend using ranges for additional flexibility. If specifying a range in a field such as Age, be sure to include the hyphen
(-) between the low and high values. - e.g. 25-35. For Zip Code fields, a primary Zip code may be entered and a Zip Range (0-99 miles) radius assigned.
If no number is entered in the Zip Range field, then only the zip code entered will be used to obtain the campaign leads. Use the convenient Find Zip Codes button to look up the desired city, state's zip code online at http://zip4.usps.com/zip4/citytown.jsp.
Most of the attribute fields can have multiple values assigned. This is done by holding down the Ctrl key while mouse clicking on each appropriate value in a box.
You can also select a group of values by clicking on the beginning and ending values while holding down the Shift key.
Once all the selection attributes have been assigned, click Create Campaign.
Pay for your campaign in the usual way then return to the selection window and click the Continue button to see the results in the mortgage campaign's CRM window, as shown below.
My Lender Library
Your lender library can be accessed via the Main Window or through the CRM button highlighted here.
The Lender library allows you to create as many loan programs as you like.
To create a new loan program, click on the Add Row button.
The fees and interest rates will be automatically populated by whatever data is in the row above. To remove a loan package from your library, simply delete its name and leave this field blank. Pressing the Save button commits any changes and closes this window.
To make it easier to apply loan programs, they can each be assigned to a category. You can create categories that correspond to a city name for example. To add, delete or change these categories, click on the Category button and the Category window will appear.
From this window you can add, delete or reassign a category. The reassign function
allows you to reassign all loan programs in one category to another. Whenever any of these functions are completed (by clicking Apply)
all category drop-downs in each loan program are updated. Click Done to dismiss this window.
Apply Lender Library
Once the Lender library has been updated, it's time to apply your loan programs to the leads in the CRM.
The loan application window provides many choices in offering loan scenarios to prospects. Select Add calculated point amounts to Fees field if you wish to have your Fees field in the CRM include points. Otherwise, the Fees field will only show the total fee amount less any point calculation.
Recalculate
When using a mortgage campaign the Recalculate button will recalculate the Total MortgagePay, Total MortgageAmt and Total LoanAmt fields. This calculation is different from the loan assignment calculation as it only affects the loan assignment fields indirectly and only for the current record, unless the All checkbox is selected. However, if recalculate changes any of the Total fields, you may want to do the reapplication again also.
The following fields are used in the recalculation:
- 1stMortgage
- 2ndMortgage
- Revolving Debt
- 1stMortgage Payment
- 2ndMortgage Payment
- Revolving Payment
