With the right intelligence, originators can know exactly when to follow up on a lead or past customer. And without it – they’re leaving literally millions of dollars on the table
One of the biggest challenges for mortgage professionals is keeping in contact with all their potential customers – but what if they had a personal assistant who never forgot, never made a mistake, and never let a customer fall through the cracks?
A firm supporter of financial responsibility, Susan McHan shares how her company helps clients plan for their financial future through the home buying process
When calling prospects, many originators stick to a traditional “time of day” approach – calling at certain “optimal times” when they think borrowers are more likely to answer. But is that really the best strategy?
Contrary to what you might think, negotiation is not about ‘winning at all costs.’
A referral partner can be a godsend for the originator – but not all marketing plans are created equal
Gabrielle Dolan provides tips for leading what will soon become the dominant generation in the workforce – and busts some myths in the process
Meeting the needs of millennial customers, the mobile-friendly pricing engine empowers mortgage lenders to expand customer interaction