| Topic: | Lead Management and Distribution System for sale. | TP-1086 | ||
| Keyword: | Information Technology/Software | |||
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| Stephan | Email | Contact | Postings | Edit | CT458093 |
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Lead Management and Distribution System
Written in ASPX and utilizes MSSQL This system is currently set up for use with mortgage leads but can modified and customized for any lead type. Additional modules can be coded into the system to fit anyones needs. It's quite advanced and can manage/distribute data in a multitude of ways. This system has taken a year and a half to develop in its entirety. A lot of time and thought has been put into it to ensure that it is the most complete system in the market. It's stable and bug free. It can handle thousands of records a day without a problem. Outline of Administration Modules 1.) Buyer Tools a. Add Buyer - From here Administrator can Add a Buyer with their personal information along with their exact criteria for leads. You can set their exact price per lead here as well as their buyer weight. You can specify whether it is a batch file buyer or real time buyer. You can set it so that if they would like to recieve leads automatically on a daily basis as well as specify the amount they will recieve each day.You can specify how the buyer will recieve leads either through email (pdf/csv/excel) or if the buyer would like to manage their leads directly from the system. You may also manually add funds to their account here. b. Edit Buyer - You can search for a buyer to edit from here. You can search for buyers based on their BuyerID, Company Name, Buyer Name, User Name, Day of the week they recieve leads, Whether they have funds in their account or not, or simply browse all buyers. You can specify how many buyers will be listed per page. From this point it brings you to the same page as if you were adding a buyer where you can edit all of the information/criteria. c. Buyer Grouping - This module allows you to group different buyers together. This allows you to ensure the selected buyers will get the same leads based on their criteria. Alternatively you can set this up so that two buyers will never get the same leads as each other. Along with our 'buyer weight' this module is very effective in determining who should get what and whom should get it first. From here you can also specify which Vendors/Affiliates will have their leads sent to a particular buyer group. This works well for making certain that buyers get leads from vendors that meet their requirements. For example, if a buyer only wants telemarketed leads you can set that buyer up to recieve only those type of leads from this module. d. Buyer Approval - This module allows you to approve any new buyers that have been put into the system manually. You can view all of their contact information, have the ability to edit them, select which manager approved them, and select which buyer group they will be added to if you wish to do so. e. Buyer Accounting - From here you can view all statistics on buyers. You can search for buyers based upon their buyer id or whether they are an active buyer or an inactive buyer. You can also specify any date range. From the next screen all buyers based upon the previous criteria that you selected will be listed. You will be able view their buyer id, company name, their previous deposits along with deposit date, the amount of leads they recieved, the price per lead they were charged, their current balance, their return percentages, and the amount of approved returns. You can export the data found here in excel format or have them emailed to an address that you specify. f. Buyer Breakdown - From this module you can view an exact breakdown of what was sent to any or all buyers. You can view these results based upon a buyer id, active buyers, or buyer groups. From this next screen you can view an exact state breakdown of the leads sold to the buyer as well as the leads you have recieved from vendors that fit their criteria. You can view the ratio of sold:recieved here. Along with this information, you can view the total number of returns with their applicable reasons and percentages of all returns for these buyers. This information can be exported in its entirety or be emailed to an address that you specify. g. Export Buyers - You can export all buyers, active buyers, and inactive buyers. This is based upon a date range and can be exported in csv, xls, or txt formats. The information that is exported is their contact information, the date they were approved as a buyer, their lead criteria, price per lead, notes associated with the buyer, current balance, if they have been funded previously, the amount of leads they are set to recieve on each day of the week and their total return percentage. h. Pricing - From here you can set pricing for everything universally in the system. You can specify pricing for special criteria individually as well as special pricing for states. The special state pricing is the amount added per lead to what a buyer is paying per lead by default. So if you wanted to add an additional $2.00 for all leads that come from florida, it would add this amount to a buyers default price per lead. You can also specify how much you can sell aged or semi leads for based on the days that they are listed. At default they can be listed from the 3rd day-14th day individually and from 15-30 days, 30-60 days, and 60+ days. i. View All Disabled Accounts - You can view all accounts that have been disabled from this module and re-enable them from here if you wish. j. Email Buyers - This brings up the email module. From here you can email any or all buyers. Additionally any lead files that are automatically sent through email to a buyer are stored here so that you can see exactly what files were sent to who and when. h. Email Templates - From here you can set up or edit templates for different actions in the system. For example the buyer signup email, when a buyer has been approved, returned leads approved or declined, leads sent, forgot password, and more. i. Currently Logged In - From here you can view all people that are currently logged into any part of the system and what time they logged into it. 2.) Vendor (Affiliate) Tools a. Add Vendor - You can create a vendor from here. You can enter in their contact information as well as their payment information. You can also specify the Payout Per Lead for this vendor and other critiera at which you would accept leads from them such as their Max LTV on leads recieved and Minimum Loan Amounts. You can also specify whether or not this vendor will dupe back against your own database and the amount of days the dupe back goes back and checks against. b. Edit Vendor - Just like Edit Buyer in that you can search for any vendor and edit their information. c. Add Sub Vendor - From here you can add a sub vendor under a vendor. Vendors can add sub vendors that work for them based upon the Vendors own specified critiera and pay out per lead. Just like a sub affiliate. Additionally you can have Sub Sub Vendors which work the same exact way. d. Edit Sub Vendor - Just like Edit Vendor you can search for any sub vendor (or sub sub vendor) and edit their information. e. Vendor Breakdown - From here you can get a breakdown that details information regarding all leads that a vendor has brought in. You can search for vendors by their username, or a breakdown by advertising methods (email, seo, ppc vendors). You can also simply view all vendors. You also have the option to view all leads or only leads that are currently under review. You may also specify any date range to view these breakdowns. From the next screen you can view a full state distribution breakdown of leads that have come in from your selected vendors. You also view all totals and all returns along with their numbers, types, and overall percentages. You can also view which buyer groups that their leads are being sold to. This information can be exported in excel format, or emailed to an address that you specify. f. Vendor Accounting - This module allows you to search for any vendor and view the accounting involved for said vendor during the date range you specify. This allows you to see the number of leads recieved, the number marked good, bad, duplicated by others, self duplicated, returned, and under review. You can also see the amount owed to these vendors. Additionally you can view all leads by these vendors for any day that is displayed. This information can be exported in excel format, or emailed to an address that you specify. g. Export Vendor - You can export all vendors and sub vendors from this module. It allows you to view their Affiliate ID, Contact and company information, Payment Method and information, their price per lead, the days they are set to dupe back against, and their username/password information. h. Vendor Approval - You can approve vendors from this module. You can also set their payout per lead from here and their dupe back period if you wish to. i. Email Vendor - From here you can email any and all vendors and manage all incoming mail just the same. j. Email Templates - You can edit or add any template that involves vendors from this page. 3.) Lead Tools a. Import Leads - You can import leads into the system from here in xls, csv, and txt format. You can also specify a special price for the leads that you manually import. You can select a file from your computer and it will allow you to associate any fields with the systems fields so that you can easily import leads into the system in the correct order without having to manually do so yourself. b. Export Leads - There are two items of interest here. The first is Batch Export. You can specify a special format that a batch buyer recieves his leads in and export them automatically in that format. The second is Manual Export. This is where you can export leads from your system in a multitude of ways. You can export all leads, good leads only, bad leads, duplicate leads, returned leads, and under review leads. You can specify from which vendor(s) and which format you would like leads exported to. Any date range can be selected. Additionally you can export leads that have been sold however many times, can exclude leads that have been sold to any buyer or buyer group, and can export leads that were sold to a particular buyer. c. Lead Returns - This module allows you to view all proposed lead returns along with their reason for return. You can either approve or decline the return. The buyer is automatically credited for a lead if a return is approved and the vendor is appropriately adjusted to reflected any leads that have been returned. d. Edit Leads - You can search for any lead that you would like to edit based upon date, or lead ID. From the next screen you can view all lead information and edit them manually. e. Add Leads - You can add a lead to the system from here. f. Search - This function allows you to search and display all leads through a variety of ways. You can search and display leads through a batch of lead ids, last name, phone number, email address, a batch of email addresses, state, city, date range, and by a buyer who has purchased them. You can also search for all leads that have come in from vendors that you specify, or simply view all records in the system. g. Global Remove - You can set up a global remove for your system that will allow you to automatically mark a lead that comes in as 'bad' that meets the critiera of the remove. You can import a list of removes, either by email address or phone number. You can also manually enter individual removes. You can also export all removes from the system. It also displays the number of email and phone number removes that are currently in the system. h. Review Leads - All leads that come into the system are sent here for manual review. You can sort and review leads for a specified vendor, specify what type of leads you would like to review, and set the maximum amount of records per page that you would like to view. This screen allows you to mark records for deletion and displays all of the lead information on the screen for you. It also allows you to click on any field to make it easy for a lead review to check the validity of leads. For example, you can click on a records address and it will pop up a window for whitepages.com allowing the reviewer to check to see if a record matches with the information that is displayed there. You can also do this for phone number and name. additionally you can click on an email address to view if the domain is a valid domain and you can view ip address information through a whois automatically. From this screen you can also select manually the amount of times you would like a record to be sold for as well as the real time buyer that you would like the lead sent to once edited. You can also set the status of the record to good, bad, or leave it under review. When done you can simply click delete leads (and it will delete all leads that you specified) or edit leads, and it will mark all records that you specified as good or bad, and will automatically post a lead to a buyers system in real time. i. Realtime Settings - From here you can specify how many real time leads per day a buyer is to recieve (so that their name will show up or stop showing up in the review leads page) and view the amount of leads that have been sold for the day to that real time buyer. You can also download all realtime leads sent for any date range from this page. j. Lead Stats - You can select any and all vendors and view statistics on all leads recieved from them in any date range. You can view the date, number of recieved leads from vendor, the number of bad leads, good leads, other duplicates, self duplicates, returned leads, under review leads, amount owed to a vendor, and are able to view all leads. 4.) Security a. Add New User - You can add a new administrator to your system from this section. You can specify ANY part of the system that you would like for them to have access to and they will only be able to see those parts. Every module listed above can be checked on or off for any user. b. Edit User - You can edit any current users permissions from this page. c. View Log - You can view the logs of all users from this page. You can view any actions that a user took (such as exporting, importing, etc.) along with their ip address, browser information, and dns. d. Review Leads Log - You can view logs of all lead reviews from this page. It shows the date and time of leads that were reviewed, by whom, and their ip address. It will display all leads IDs for the action taken and what they were reviewed as (good, bad, etc.) Outline of Buyer Section 1.) Buyer Signup a. A buyer can signup from the front page. They are prompted for all contact information and lead criteria. They also specify the days of the week they would like leads automatically delivered to them along with the amount of leads that fit their criteria. They can also specify whether they would like to recieve their leads automatically or manage their leads directly from the lead management system. 2.) Buyer Account a. A buyer can log into their account from the front page. Once there they can view their current balance and add funds to their account. Currently the system is set up to recieve funds via credit card, paypal, and by check. b. Mortgage Leads b1. Browse Today's Leads - A buyer can simply browse todays leads. The only leads that are displayed only fit their specified criteria. They can sort Today's Leads by the hour in which they have came in all the way up to the last 48 hours. They can sort leads by date, and can specify the results per page. All records displayed are shown with minmal, but imperative information for the buying process. No contact information for a lead is displayed on this page. They will only recieve the full record when a lead is purchased. The buyer can simply check off which leads he would like and simply select buy leads and the lead costs will be deducted from their balance and will be placed in their management system immediately. b2. Browse Aged Leads - This functions the same way as above but will only display aged or semi leads from earlier dates that they can specify. Anywhere from 3 days to 60+ days can be specified. c. My Leads c1. My Leads - This is the primary lead management system for a buyer. From here they can view all leads that they have purchased. Leads can be displayed in any time frame from within the hour or months. Leads can be sorted through a variety of ways in which they specify. They can select any lead to view the entire record and from this page can add or edit notes for each record. c2. Download My Leads - From here they can download all of their leads in either excel, pdf, or csv format. They can specify the date range in which the leads will be exported. c3. Dispute Lead - From this page a buyer can enter in a lead id, select a reason, and add comments to a lead that they would like to return. c4. Dispute History - This lists all disputed leads as well as their outcomes. c5. Search My Leads - From this page a buyer can search through all of their purchased leads with ease. They can search based upon various criteria such as first name, last name, email address, home address, home/work phone, city, state, and lead id. They can also sort this information in any way that they please and specify a date range for the search. d. Settings d1. Edit Personal Information - A buyer can edit their personal contact information from this page. d2. Lead Criteria - They can change their critiera for leads on this page to their specifications in real time and will be quoted a price per lead on the bottom of the page that is based upon the pricing structure that is set in the administration pricing area. d3. Delivery Options - A buyer can modify or set up their delivery options from this page. They can choose to manage all of their leads from the website itself. They can also choose to have their leads emailed to them to their specified address in pdf of excel format. They may set up which days of the week they would like to recieve leads automatically along with how many leads for each day that they specified. Additionally they can set up the frequency at which they would like to recieve leads every day from every 1 hour to 10 hours until they recieve all the leads they required for the day. e. Reports e1. Current Statement - This displays all account activity for the current month. e2. Previous Statements - This displays all previous account activities for prior months. Outline of Vendor/Affiliate Section 1.) Affiliate Signup a. Affiliates can sign up from this page where they are prompted for their contact information and payment information. 2.) Affiliate Login From the same page affiliates can log into their stats section. They also have their current balance for the current period displayed at the top of the page. a. Lead Tools a1. View Stats - From here affiliates can view their statistics for current or previous periods or through a specified date range for them and their sub affiliates. The information displayed is minimal to protect consumer privacy and displays the status of the lead (good, bad, duplicate, returned, under review). a2. View Leads - This allows affiliates to actually view a portion of leads they sold to you. From here they can also view buyer returns, duplicates, and other information on leads themselves. They can also view this information for all sub affiliates. a3. Search Leads - They can search through all leads that have been sold to you. They can search by email address, phone number, lead id, and date ranges. a4. Download Leads - An affiliate can download all of their returned leads, duplicate leads, and bad leads. They would use this function to see where they may be able to clean the quality of their leads in order to maximize their profits. a5. Dupe Database - If you allowed an affiliate access to your systems duplicate database from here they will be able to access a portion of each lead so that they can automatically stop leads that they generate from coming into the system before they do and are marked as duplicate so that they may sell them to another buyer or do with them as they wish. a6. Calculate Amount Due - This allows affiliates to view what they are currently owed for them and their sub affiliates. They can view the amount of recieved leads, good leads, bad leads, returned and duplicate leads. They are also shown the amount per lead that they are getting and this information is totaled for their convenience. They can also view these statistics for past pay periods as well as select a date range to review. b. Import/Export Tools b1. Import Leads - If you allow an affiliate to import batch files they can do so from here. They can select and excel or csv file and select/match the correct fields on the fly so that they do not have to do so manually and so that they enter the system correctly. b2. Export Leads - From here they can also export leads based on various critiera for themselves or for sub affiliates. They can specify a date range and either have this information emailed to them to an address they specify or exported in excel format directly. c. Settings c1. Edit Personal Information - From this module an affiliate can edit their personal information and payment information. c2. Add Sub Vendor - An affiliate can add a sub affiliate under them from this page. The price of this system is $20, 000 US. Price includes installation, support, and minor modifications in order to suit the buyers needs. Any other customizations can be made as our developers are extremely well versed in the system. If interested, feel free to email me, Stephan, at adinventive@gmail.com Thank you. adinventive@gmail.com |
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