The Manager, Third-Party Mortgage Leads will be responsible for managing and optimizing the company’s third-party mortgage lead channel. This role will oversee vendor relationships, lead performance, and campaign optimization while identifying opportunities to scale the channel efficiently. The ideal candidate will have direct experience managing purchased mortgage leads and a strong understanding of lead quality, conversion, ROI, and vendor performance
Key Responsibilities
- Own the performance and day-to-day management of third-party mortgage lead programs and vendor relationships.
- Manage vendor partnerships, including regular performance reviews, pricing negotiations, onboarding new providers, and sunsetting underperforming sources.
- Track and analyze CPL, contact rate, conversion rate, cost per funded loan, and ROI; maintain vendor scorecards and provide performance reporting to leadership.
- Define and refine lead filters, including loan amount, credit score, geography, and other criteria, to improve lead quality and conversion.
- Leverage HubSpot CRM reporting by vendor, campaign, and source to identify trends and opportunities.
- Use performance data to optimize lead spend, improve conversion, and scale high-performing vendors while reducing underperforming sources.
- Partner with Marketing, Sales, and Operations to optimize lead distribution, follow-up, and conversion.
- Develop and implement strategies to scale the third-party lead channel as the company grows.
Qualifications
- 2+ years of experience in lead generation, vendor management, performance marketing, mortgage operations, or a related field.
- Direct experience managing third-party mortgage leads and vendor relationships; experience with providers such as LendingTree, Rabbu, BiggerPockets, or similar is strongly preferred.
- Strong analytical and CRM reporting skills with the ability to translate data into actionable decisions.
- Proficiency in HubSpot or a comparable CRM/reporting platform required.
- Strong understanding of lead performance metrics, including CPL, conversion rates, CAC, and cost per funded loan.
- Proven vendor management, negotiation, and marketing spend optimization skills.
- Strong communication, organization, and problem-solving abilities with the ability to collaborate cross-functionally.
- Mortgage industry experience and experience working in a fast-paced, growth-oriented environment preferred.
HA17