Retention Rockstar™ Strategy: The Mortgage Sales Funnel

In our latest Retention Rockstar^TM strategy video, we explored the mindset that Loan Officers should have in approaching the mortgage sales process which is often viewed as a pipeline or funnel.

While the concept of a sales funnel is not new, seeing a visual representation of it can change one's perspective and encourage creativity in approaching the funnel to move contacts through it and close a funded loan.

To achieve success, it is vital to consider how market factors can impact the pipeline and to examine each step in the process to ensure good quality output. By doing so, loan officers can improve their focus and ensure high-quality output, even during challenging market conditions.

In this market, #everycontactmatters.  Please share this video with your team members that may find value in this strategy!  Subscribe to our blog to get more strategies and tips from the marketing pros at MonitorBase.