KEY TAKEAWAYS
What you’ll learn in the webinar
Purpose-built lead management is critical for modern lenders
Mortgage lenders are under pressure to do more with the leads they have while delivering a better borrower experience. When lead data is scattered across spreadsheets, inboxes, or disconnected systems, speed-to-lead suffers and opportunities slip through the cracks. A unified, contact-centric approach to lead management gives lenders the foundation they need to respond faster, engage more consistently, and convert more opportunities into funded loans.
Key takeaways:
- How Total Expert Lead Management streamlines lead capture, routing, and prioritization in one centralized platform
- Ways to improve speed-to-lead and follow-up consistency using automated Journey-based engagement and pipeline views for greater visibility
- How to simplify execution for sales teams and admins by identifying lead status, ownership, and activity
- See it all in action with an exclusive demo from Total Expert Strategic Sales Engineer, Seth Hakke
