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Mortgage Broker Scorecard
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The Mortgage Broker Scorecard


The Mortgage Broker Scorecard

The Mortgage Broker Scorecard is a method for wholesale lenders to create an efficient and scalable sales process. It combines loan production activity with account executive actions to generate an easily identifiable score that drives a consistent sales process.

Download this guide to learn how to implement a mortgage broker scorecard process to boost your engagement and loan submission volume.  

Ready to exceed your sales targets?

OptifiNow is a powerful all-in-one platform that helps enterprise teams easily handle the entire sales cycle – for results you can measure on your bottom line.

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