Case study: How top loan officers are differentiating in a down market

After a record year where leads fell into the laps of lenders, today’s loan officers are facing uncertain market conditions where leads are hard to come by. Because consumers are looking to their financial provider to educate them on how to reach their homeownership goals, the nation’s top producers are setting themselves apart from the competition with proactive customer communication and by maximizing every lead. In this session, Andrew Pohlmann, executive vice president of marketing and sales enablement at Guaranteed Rate, and Joe Welu, founder and CEO at Total Expert, will share proven strategies to deepen customer relationships, drive referrals, and boost ROI. 

Gain insight into: 

  • Increasing technology adoption 
  • Accelerating deal flow  
  • Consolidating your tech stack 
  • Improving LO productivity  

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