Lead Management as a skill is something local in-market mortgage professionals never developed. Often we left that up to our Real Estate partners. That deficiency is now a major problem as the modern originator pivots to incorporating a direct to consumer digital and social media origination strategy. This deficiency is also compounded by the evolution of many of our Real Estate partners who have changed their prospecting strategy and have become lead aggregation machines themselves. So let's explore how we "get in the game" here and develop our own lead management mastery.
In this snippet of the Modern Lending Podcast...
- Lead Management may not be sexy but it is manageable
- Get some tips on how to approach leads after the initial connection
- Scott Payne has masterful tactics on what you can do with CRM
- Relationship building, relationship building, relationship building