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LEAD TRACKER                                                 Revised 5/1/06
Month:               Year:

*             NAME                SOURCE (in detail)        RESULT OF CALL                PHONE#/ E-MAIL # CALLS

    1

    2

    3

    4

    5

    6

    7

    8

    9

    10

    11

    12

    13

    14

    15

    16

    17

    18

    19

    20

    21

    22

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    24

    25
                                                   TOTAL

G                                                                                         ______ x 35% = ______
                                                                                  Total   Total Written Transactions
        CCR    PCR     PC         PF        RLTR    AD     BUS   A/R   BLDR       Month         ______/______

L                                                                                         Transactions ______ div. by

T                                                                                         Leads ______ equals
                                                                                          Closing Percentage ________
L = Leads T = Transactions G = Goal
Number of circled Hot Leads at the end of the month: _________________________

                                               The Perfect Model
                             Lender                                           Realtor

                                   RLTR                                             Other

                             DB                                              DB

                                       BP                                            BP
BP   BP

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Lead Tracker Template

  • 1. LEAD TRACKER Revised 5/1/06 Month: Year: * NAME SOURCE (in detail) RESULT OF CALL PHONE#/ E-MAIL # CALLS 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 TOTAL G ______ x 35% = ______ Total Total Written Transactions CCR PCR PC PF RLTR AD BUS A/R BLDR Month ______/______ L Transactions ______ div. by T Leads ______ equals Closing Percentage ________ L = Leads T = Transactions G = Goal Number of circled Hot Leads at the end of the month: _________________________ The Perfect Model Lender Realtor RLTR Other DB DB BP BP
  • 2. BP BP