Mastering the Art of Mortgage Broker Engagement
Best Practices in Wholesale Lending Sales & Marketing
January 24th, 2024 | 10:00 am PT | 1:00 pm ET
In this webinar you will learn:
How Wholesale Lending Has Changed
Low loan volume, increased competition and niche products are changing the way wholesale lenders market and sell to brokers.
Four Sales & Marketing Best Practices
Learn four key best practices that every wholesale lender should use to attract, engage and convert mortgage brokers into loan volume.
Why a CRM is Required in Wholesale Lending
CRM technology has progressed to the point that wholesale lenders are required to use them in order to compete and grow.
Wednesday, January 24th, 2024
10:00 am PT | 1:00 pm ET
Presented by Linn Cook,
Vice President of Sales at OptifiNow
Linn has been in the mortgage technology industry for over twenty years, providing mortgage lending organizations with products and services that include LOS systems, pricing engines, POS systems and CRM platforms. In this webinar, Linn brings his extensive experience working with wholesale mortgage lending organizations to share important best practices on aligning sales and marketing strategies with technology tools that can drive a powerful, consistent and scalable process.