Could your current lead management techniques be putting you into Fair Lending (Fair Housing Act) harms way or promotes Redlining?
Are you are feeding list of leads and leaving it to the loan officer to pick and chose who they call? Even worse do you allow them to preview and select leads based on demographic and economic factors like age, gender, or neighborhood? These types of lead management techniques could set you up for a very painful ding from a State or Federal Regulator.
Make sure as you craft your lead management best practices and methodologies that it creates a bullet proof lead distribution process that ignores all factors such as: race, color, religion, national origin, sex, handicap, or familial status.