In this course, mortgage loan originators will learn how to manage their pipeline through a scorecard. The scorecard focuses on account-level analytics to drive action to profitable increased profitability. We'll also cover creating a business channel strategy, maximizing referral sources, targeting greatest opportunity areas, and identifying products that better match your borrowers' needs.
Learning Objectives: Create a business channel strategy. Understand customer profitability from your referral sources. Target areas of greatest opportunity. Identify products with greatest marketing ease.| Date | Wed, Aug 19 12:00 am GMT-6 (America/Boise) |
| Event Time Zone | MDT |