Maximizing Your THL Dashboard: A Guide to Managing New Introductions
As a Trust Home Loan customer, you have access to a powerful dashboard that streamlines how you connect with potential buyers. This guide will help you make the most of every introduction that comes your way.
Understanding Your "My Intros" Dashboard
When you log into THL, you'll land on the "My Intros" page. This is your command center for all recent introductions—potential buyers interested in purchasing a new home or refinancing their current mortgage. Each introduction is exclusive to you, giving you a competitive edge in your market.
Diving Into the Detail Page
Every introduction deserves your full attention. Click on any prospect to access their Detail Page, which contains comprehensive information about the lead. This page is essential for your initial outreach, as it provides the context you need to make a meaningful first impression.
Key Information: Site Name
Pay special attention to the Site Name field on the Detail Page. This tells you which website the prospect used when they first expressed interest. Mentioning this site in your initial conversation demonstrates that you understand their journey and helps build immediate credibility.
Speed Matters: The Importance of Quick Response
Time is of the essence with new introductions. The faster you respond, the better your chances of converting the lead. We recommend reaching out immediately through both text and phone call. However, don't stop there—integrate every new introduction into your standard CRM and follow-up strategy to ensure no opportunity slips through the cracks.
What Exclusivity Means for You
Here's what makes THL introductions valuable: while we can't control whether a prospect contacts other lenders through different channels, we guarantee that if they filled out our form, you are the only loan officer who receives that introduction. This exclusivity gives you a significant advantage, though it doesn't guarantee a closed sale.
Making the Right First Impression
Remember that while the prospect is being introduced exclusively to you, they may not know who you are yet. Take time in your initial outreach to:
Introduce yourself clearly
Explain why you're reaching out
Describe how you were connected through THL
Streamlining Your Workflow with Exports
Don't let THL introductions exist in a silo. Use the export feature to download a full CSV file of your introductions, then import this data into your preferred CRM system. This integration ensures all your leads receive consistent attention within your established workflow. And good news—automation features are on the horizon!
Next Steps
The key to success with THL is treating every introduction as the valuable, exclusive opportunity it is. By responding quickly, personalizing your outreach, and integrating leads into your proven systems, you'll maximize your conversion rates and grow your business.
Ready to make the most of your next introduction? Log into your dashboard and put these best practices into action.
Andy is a co-founder and managing partner at Trust Home Loan - where 1-to-1 introductions build trust and grow business for mortgage loan officers (but cost the same as those frustrating shared leads).
The Lead Lottery only exists because someone built it. And just like any system, it can be replaced by something better. Mortgage Matchmaking is what happens when you stop asking "how do we generate more leads?" and start asking "how do we make introductions that actually work?"
Mortgage Matchmaking is what happens when you rebuild the model from the ground up, starting with a different question. Not "how do we generate more leads?" but "how do we connect borrowers with the right loan officer for them?"
Trusted introductions are what mortgage loan officers actually need. Not more volume. Not faster delivery. Just real opportunities to have real conversations with people who want to hear from them. Whereas the lead generation industry is designed to solve for how much they can make on each lead.
