How much are you missing out on?
Without well-executed follow-up, you're losing sales in all 3 categories.
Increase loan officer conversations by 98%. New leads from any kind of corporate marketing: SEO/paid search, social, affiliate, tv/radio, print, Super Bowl ads. Precision campaign handling avoids poor ROI and eliminate loan officer blowback. Improve ROI by 36% without lifting a finger.
A best-in-class follow-up strategy ensures you capture the low-hanging fruit. The corporate and individual loan officer databases of all past clients. You've heard the stats: [should generate xx% of your sales from database]. 56% of people say they'll return to loan officer but only 18% do.
Stand out from the referral partner feeding frenzy. Referral partnerships with loan officers and the company are the lifeblood. Realtors, builders, financial advisors, divorce attorneys, accountants, etc. But a shocking percentage of these valuable referrals fall through the cracks without great follow-up.
It's counterintuitive. Follow-up is grinding through all of the tasks to generate those Qualified Conversations. The outcomes are Qualified Conversations with interested borrowers. Stop pretending that the loan officer should do this. Let systems handle the work. Take the Assessment and see how your systems compare.
Qualified Borrowers Mean Qualified Conversations
Qualified Live Transfers have been screened, scored for viability and intent, and are interested to speak to the loan officer now. Guaranteed not to waste loan officer time.
Qualified Calendar Appointments are screened for purpose and intent. Attendance should be >85%. The loan officer just has to show up -- no admin work is necessary.
Every type of opportunity is unique and needs to be approached differently. Setting an appointment for an annual review with a past client requires a very different cadence, call flow, tools, and objectives than an unqualified request to the corporate website.
In our heavily automated noisy world, humans crave authentic communication more than ever. The fastest way to destroy your database is to bombard it with cheap spam emails or a warehouse full of robodialling telemarketers.
The right technology is critical to efficiently and effectively utilize vast amounts of data and coordinate hundreds of people, from dynamic live transfer routing and real-time lead scoring to the latest AI-enhanced tools.
All good follow-up has many moving pieces - thousands of activities, lots of data, thousands of touchpoints. To prevent anything from falling through the cracks, adherence to exact, standard processes is essential.
Metrics & Reporting
If it's not being measured, it's not happening! It's not a real thing! As a senior manager you should be getting clear, detailed reports on activity and performance across all critical axes of follow-up.
Metrics That Matter
Recovered Web Opportunities
Improved LO Answer Rates
“…have been able to add additional volume each and every month…”
D. Young, Branch Manager, GA