Referral Partner Pipeline

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Referral Partner Pipeline

Prospecting to find the best realtor can be a timely and challenging experience. Especially if you aren’t sure if you don’t know if they align with your business goals. Mortgage Loan Officers can develop a list of Referral partners to prospect to grow their business.

  • 1. Identify Realtors that best align with your business goals.
  • 2. Identify prospective realtors current lenders used.
  • 3. Prioritize which realtors should receive your attention.
  • 4. Increase your engagement efficiency and overall effectiveness.

Sales managers can now use the Referral Partner Pipeline to ensure that loan officers are staying on top of their new referral leads and taking action to grow their business.

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Our Partners

Partners: Norwest Venture Partners, Intel Capital, IBM, M12 (microsoft Ventures), and USAA


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