Inside the Lenders’ Studio: City Bank
Jan 11, 2022Our latest guests are loan officers and branch managers Greg Heiler, Jessica Ceballos and Michael Addison who hail from Dallas-based depository City Bank.
Our latest guests are loan officers and branch managers Greg Heiler, Jessica Ceballos and Michael Addison who hail from Dallas-based depository City Bank.
A digital marketing strategy for lead generation is a key component of planning for success when building a lender’s mortgage pipeline.
In this episode of Inside the Lenders Studio, we are joined by Clint Carver, a Utah-based loan officer at Beam Lending.
Mortgage pull through rate is the number of loans funded relative to the number of applications taken. A mortgage CRM can help loan officers optimize this KPI.
While automation software cannot prevent the negative impacts of risks, it can assist lenders in anticipating possible risks and their potential impact. In Book 4 of the automation playbook we take a deep dive into risk reduction.
Company dashboards should provide lenders a look back and a path forward. They can track success metrics for production, performance, marketing and more.
Eclosings are not new, but they are newly popular. Using your Mortgage CRM to prepare borrowers for an eClosing is the best way to get them right.
In this episode of Inside the Lenders Studio, we are joined by Clint Carver, a Utah-based loan officer at Beam Lending.
The Mortgage Mortgage Marketing Automation Playbook sets mortgage professionals on their journey to creating operational efficiencies
Custom videos with the contact’s deal information can grow your mortgage business through better service, more repeat business, and efficient implementation.