Lead Sources

The Lead Sources tab is where leads come into Kamo. Open Settings, then Client Relations Manager, then Lead Sources. It needs the Manage CRM Settings right, and every card on it needs at least one market (until then the cards are locked; see How CRM Settings Are Organized).

There are four ways in, one card each: name who sends you leads (Vendors & Products), let a vendor send leads by themselves (Live Feeds), upload a spreadsheet (File Imports), or let borrowers apply on a page of your own (Online Applications). Every area follows the market picked in the page header.

Vendors & Products

A vendor is a company or website that sends you leads, such as LendingTree. A product is one kind of lead you get from it, such as "Refinance Leads". Every lead is tagged with both, so you can see where each lead came from and which sources are worth paying for.

• Vendors belong to a market. Pick the market in the header to see its vendors, or All Markets to see every one.
• Add A Vendor: a name your team knows them by and an optional description, such as who your contact there is.
• Add A Product on a vendor: the kind of lead, which shows on every lead tagged with it.
• Edit, Delete Vendor and Delete Product are in each row's actions. Deleting a vendor deletes its products too.

Free For All, on each product:

• On: anyone on your team can accept that product's waiting leads without spending a credit.
• Off: accepting one of its waiting leads costs a credit.
• Example: turn it on for older leads you want whoever is free to work.

On a Residential Mortgage market you can star one product as the Portal Default. Leads from borrowers who start on your Borrower Origination Web Portal are tagged with it. A short checklist on the page shows what is still needed first: the POS app turned on, a Mortgage line of business, a Residential Mortgage market picked in the switcher, and a product starred.

Live Feeds

A live feed is an address a vendor sends leads to, so each lead arrives in Kamo by itself the moment it happens, with no file to upload. Each feed has its own address. (This used to be called Automated Imports.)

The Live Feeds page shows one card per feed with its health: Off, Fields Not Mapped, No Leads Yet, Quiet (nothing for a while) or the time of its Last Lead, and how much of what it received has been processed. A switch on each card turns the feed on or off.

Adding A Feed

Add A Feed asks for:

• Feed Name, such as "Lending Tree Purchase Leads". The feed's page address is made from it.
• Where Its Leads Come From: the market (it starts as the one picked in the header), vendor and product. Every lead from the feed is marked with them.
• How Kamo Answers The Vendor: Standard accepts any layout of fields and suits almost every vendor. Lending Tree gives the answer Lending Tree's system expects; each lead must carry Lending Tree's lead ID or it is turned away.
• Limits (rarely changed): Most Leads A Minute (60 by default) and Largest Lead (1024 KB by default). Anything beyond them is turned away.

A Feed's Pages

Open a feed to reach its five parts:

• Overview: the feed's private address with Copy Address, live counts (Received, Processed, Waiting, Last Lead, refreshed every half minute), and What To Give Your Vendor in four steps: send them the address, they send each lead to it as it happens, wait for the first lead to show in the queue, then map the fields.
• Field Mapping: connect the vendor's fields (left) to Kamo's lead fields, using sample values from the most recent leads. Click a lead field, then the vendor field that fills it, or drag between them. Open Full Width gives you more room. Mapping needs one real lead first; until then the page says Waiting For The First Lead, and the feed's leads wait safely in its queue.
• Send A Test Lead: try a lead on the feed and watch exactly what Kamo would do with it, step by step: whether the feed would accept it, the fields it read, how each one mapped, whether it names a real person, who it would be assigned to, whether Kamo already has this person, the market and source it would land in, and consent. It ends with the lead card it would create, stamped Test Only — Nothing Was Saved. The sample starts as the last lead the feed received; change any value and press Run Test again. No lead is created, nobody is assigned, and no one is called, texted or emailed. Social Security numbers only ever show their last four digits. It needs the same right as editing the feed's mapping. Example: after changing the mapping, run a test to check the vendor's "agent" field now picks the right team member.
• Queue: every lead the feed received, newest first, as Waiting, Being Imported, Imported or Set Aside, with Open Lead on imported ones. Process Backlog puts waiting and failed ones back in line.
• Settings: everything you chose when adding it, the text consent switch, and Delete Feed.

The feed's switch. On: the feed takes every lead its vendor sends. Off: Kamo turns the vendor's leads away until you turn it back on. Nothing already in Kamo is lost, but the vendor may not resend what was turned away. Example: switch it off while a vendor is paused.

Count This Feed's Consent Field As Text Consent. On: a lead counts as agreeing to texts only when the feed sends a value in the consent field you pick (a blank, No or False stays blocked). Off: nothing the feed sends counts as text consent. Leave it off unless the vendor really collects consent to texts. The field must also be mapped on Field Mapping.

Delete Feed removes the feed, its address, its mapping and every lead still waiting in its queue. Leads already in Kamo stay. It cannot be undone.

File Imports

File imports bring in leads you already have in a spreadsheet, such as a list you bought or another system's export. Each import runs once, when you start it. It has three parts:

Import Leads

Drop a CSV, XLS, XLSX or TXT file anywhere on the page (or choose one), then follow five steps:

1. Upload. If a saved template matches the file's columns (Exact Match, Same Columns, New Order or Similar), Kamo offers it: Use This Template or Start Fresh.
2. Settings: check how the file is read (what separates the columns, and whether First Row Is Column Names) against a preview, then pick the market, vendor and product the leads come from.
3. Map Fields: match each column to a lead field. Match the vendor's lead ID column so a lead imported twice is spotted as a duplicate. Save This Match As keeps it as a template.
4. Review: a summary, what Kamo checked (rows that look right, warnings and errors), and, when a consent column is matched, whether it counts as agreeing to texts. Errors must be fixed before importing.
5. Import: keep the page open until it finishes. You then see how many leads were imported, how many were duplicates and how many were assigned.

Import Templates

Saved column matches. Kamo offers one whenever you upload a file with its columns. Each template shows its columns and how often it was used; Edit Mapping changes its name and matching, Delete removes it (past imports that used it are kept), and you can import a file straight through a template.

Past Imports

Every file imported, newest first, with how much of it became leads, duplicates and rows left out. From a past import you can:

• see the Rows Left Out and why,
• Download The Original File,
• try the left-out rows again, optionally with Also Retry Duplicates and Change The Column Matching,
• Start In A Stream: put the import's new leads into an automation stream.

Online Applications

An online application is a public mortgage application page for one product. Borrowers apply on their own, at any hour, and arrive as a lead tagged with that product, answers already filled in. Only Residential Mortgage and Commercial Mortgage markets have application pages; for any other market the page says so.

• Each product of the market has a card, Live or Not Published.
• Publish opens the application's settings: the web chat that answers borrowers' questions on the page (or Create A New Web Chat Instead), and how the form asks its questions: the form type (Normal or Squeeze, one question per screen), whether contact info comes First (saved the moment it is entered, so you get the lead even if they stop partway) or Last, and Full or Basic questions.
• A live application has Copy Link, Open The Page and Settings. How Application Links Work shows the address your links start with.
• Make Primary Application shows that application at the root of your application site.
• Retire turns the link off at once. Leads it already brought in stay.

Example: you publish the application for "Purchase Leads" with contact info first, copy the link into your email signature, and every borrower who applies lands as a lead tagged "Purchase Leads".