Campaigns
01
Quarterly 3x3 Touchpoints™
Valuable check-ins and scheduled appointments with LOs’ past clients to generate new purchases, cash-out loans, referrals, and other opportunities. Every quarter, your entire database is engaged.
03
Pre-Qual Anti-Stall™
Stay engaged with dynamic and persistent outreach, so no opportunity falls through the cracks.
02
Silver Platter Prospects™
Proprietary lead screening & confirmation of intent, to only live transfer highly qualified prospects from either company sources or the LO’s own paid marketing. Saves LOs the time and headache of cold lead noise and follow-up hassles.
04
Smart ISA™
Be the Most Valuable Lender (MVL) by offering referral partners the advanced ISA platform that guarantees follow-up on all their leads for them. Generate appointments and have new alerts and action to discuss with your referral partners every week!
05
Nurture Pipeline™
LOs build a long-term pipeline without the hassle of hand-holding “not ready” prospects – with Mortgage Strength nurturing.
[Included w/ Smart ISA, Silver Platter, Quarterly Touchpoints, and Pre-Qual Anti-Stall]
06
Annual Mortgage Review (AMR)™
On the anniversary of every past client loan, an appointment is scheduled to review their overall financial situation.
Follow-Up Benchmarking
Take the Assessment and see how your sales organization compares to Best-in-Class.