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  • How to Master the Mortgage Market - It’s no secret that the mortgage industry has changed a lot in recent years. In the new purchase-driven market fueled by digital mortgage trends and fierce competition, lenders must adapt to longer buying cycles and continually optimize their strategies based on borrower needs and expectations. Sales success now requires a highly customer-centric approach focused on […]
  • Top Four Lead Management Features - High-growth companies have one thing in common: they have successfully mastered the sales process. It sounds simple enough, but can be quite complex if you’re not leveraging technology that helps manage and automate workflow, maximize speed, and optimize performance. While different technologies offer different benefits, a few key features consistently stand out as having the […]
  • How Changes in Mortgage Technology Will Affect the Entire Real Estate Industry - The world of technology is constantly evolving, now faster than ever. This is resulting in great advantages for all kinds of businesses, and their customers alike. However, there are certain sectors that are slow to adopt new technologies due to a fear of change, lack of buy-in, or a variety of other reasons. The real […]
  • Best Practices of Top-Performing Sales Teams - Best-in-class sales organizations consistently exceed expectations and outperform the competition. While each organization has its own unique structure, goals, and KPIs, top-performing sales teams commonly employ a few key strategies in their quest for success. Let’s dive in and take a look at some of their best practices. Prioritize Customer Experience Top-performing sales organizations differentiate […]
  • email personalization There is Power in Email Personalization - Did you know companies that personalize marketing emails experienced a 27% higher unique click rate and an 11% higher open rate than those that do not? While a lender’s marketing brand, messaging, and disclosures should all be consistent, the person closest to the borrower should always be the one driving the conversation. After all, it […]


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