Tips for Realigning Your Sales Effectiveness

Mar 15, 2021 11:02:47 AM / by Mark Gorman posted in Marketing, Sales Pipeline, Mortgage Lenders

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Overview

Many people think the best way to grow their business is to hire more Mortgage Loan Officers to develop relationships with real estate agents to start bringing more customers through the door. Others wait too long and suffer from disorganization and missed opportunities.

That’s why we’ve put together this comprehensive guide, so you don’t miss out on any lending opportunities. A quick hint? Not all of it comes down to adding more people. You can leverage your current workforce more efficiently. Take these factors into consideration, so you can make a more informed decision about how to effectively win more mortgage businesses.

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Reclaiming A Credit Union's Member Base

Mar 8, 2021 1:03:34 PM / by Mark Gorman posted in Marketing, Sales Pipeline, Case Study

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The Customer:

Our customer is Alliance Credit Union, a not-for-profit financial cooperative. Originally chartered in 1948 to serve the financial interests of Emerson Electric Co. employees, today’s Alliance serves communities throughout Greater St. Louis.

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