Mortgage Broker

A Mortgage Broker is a financial professional who coordinates with a borrower and lender to identify an appropriate loan product. Usually, a mortgage broker is responsible for sourcing and evaluating multiple loan products from multiple lenders and collecting relevant qualifying information from a buyer to assess eligibility for particular loan products.



What We Learned from 500+ Mortgage Professionals: 4 Key Insights

What We Learned from 500+ Mortgage Professionals: 4 Key Insights

In 2016, we surveyed more than 500 mortgage professionals to get a pulse on the current state of technology. With the purchase market projected to grow significantly this year, retail lenders are preparing to leverage technology so they can meet the growing demand. Participants in the survey consisted mostly of mortgage lenders, brokers, and correspondents, […]


Study reveals surprising attributes of quality leads

Study reveals surprising attributes of quality leads

Today we’re sharing a gold mine of valuable insight on what makes for a higher quality lead in insurance, mortgage and education. We’ve mined data from millions of leads and identified characteristics that lead to improved sales conversion. How significant are the findings?  Our research shows that leads with specific characteristics convert or enroll more […]


Text Messaging for Sales Success

Are your sales tactics dated? A barrage of repeated call attempts and e-mails may feel like the way to go in sales, but if they annoy or overwhelm the consumer they’re ultimately counterproductive. To maximize ROI, it is important to mold sales efforts to today’s savvy on-the-go consumers. And if you need convincing on consumer […]