Traditional mortgage lead nurturing has had its time, but it’s time to look toward the future of strategic lead optimization. The modern Loan Officer no longer wants to only nurture his or her current leads, they want to scale their business and crush their goals. We’ve compiled a few tips that will guide you in […]
When you think of social media, Facebook may come to mind first. Facebook is a top player but remember that it’s not the only player in an ever-changing game. Once you’ve decided to have a role on social media, work on mastering one channel at a time. Weigh the advantages and disadvantages of being on […]
Whether you manage a team of two or twenty, you’ll want to keep these tips top of mind when you’re utilizing team members to manage leads. A well-oiled machine begins with proper training. Ensure that each team member who is handling your leads knows their role and the expectations of them. Don’t assume that team […]
As the saying goes, time is money. It may be October, but there’s no better time to set a resolution to manage your calendar more efficiently. These insider tips will help you reduce your no-show meetings, separate your personal and professional life, and set aside some much needed time for yourself. Ironically, in the essence […]
Nowadays it seems like you can connect every aspect of your life, especially your digital life. Don’t let your fear of not knowing how to set integrations up deter you from being as connected as you need to be. The simple fact is that the more connected your systems are, the more time and leads […]
You can breathe a sigh of relief–you aren’t the only one who’s wondering what the difference is between Conversation Software (Bonzo) and a CRM. Although CRMs and Bonzo have similarities, it’s important to understand their differences and how they can take your business to new heights and give you back time in your day. Conversation […]
Ready to win over the relationship with your client? Get there by deep diving on the conversations. Clients can be hounded with inauthentic outreach messages every day–separate yourself from the rest and create an impact on your next conversation by following these tips. 1. Use Video Allow your clients to put a face to a […]
If you’ve been working with leads for any extended amount of time, you know that they tend to pile up quickly. Now is the time to block off an hour or two on your calendar, queue up your favorite podcast, and give those old leads new life. While it’s important to know when you want […]
Merriam-Webster defines a conversationalist as one who converses a great deal or who excels in conversation. While joining in any discourse does not make one a true conversationalist, everyone can benefit from having more productive conversations. Conversationalists should be passionate about the authentic discussions they are having along with the genuine relationships they are building. Now […]
Marketers can see 66% more solid leads every year when they use video. (SmallBizGenius) If you’re debating adding video to your next marketing email, this is the sign you’ve been waiting for. In today’s tech space, you don’t need to be an expert to create a killer video for your clients. Whether you choose to […]