Enabling Your Sales Channels: Keeping the Pipeline Full

July 1,2020

Every mortgage lender has been inundated with loans this summer with surprisingly the biggest refi boom in ten years. As we maneuver through these strange days of working from home and endless work hours to make members dreams come true, we're all wondering what's ahead for the fall and winter market.

 

We all know refis won't last forever and at the end of the season, purchase money is what we need to focus. The important question to ask yourself is what are you doing right now to position yourself for a strong purchase market ahead and keep your pipeline full.

 

As part of the CU Members Mortgage Summer Education Series, we are offering another great webinar session for mortgage professionals and our partner CUES. Together we bring to you credit union sales expert Nick Brown with SalesCU to share "Enabling the Sales Channels - Keeping your Mortgage Pipeline Full" July 9th at 1 pm Central Time.

 

Nick Brown recently joined Mike Lawson with CU Broadcast to talk through this helpful session as you prepare for the fall winter season ahead.

 

 

In this talk, Nick shares 3 ways to use the credit union sales process to create new business:

  • Crafting a new mindset for mortgages in the credit union and with your members
  • Utilizing internal data and third party resources to identify and capture mortgage opportunities
  • Activating the education and referral power of branch and contact center sales teams

He also talks about how to avoid a drop in mortgage applications and maintain mortgage volumes by utilizing today’s tools and resources when members are not beating down your doors right now.

 

There's plenty more takeaways in this conversation with Nick and CU Members Mortgage partners can find the recorded version of this webinar on our admin website www.cumembers.com in our training section.

 

This was originally shared on CU Broadcast.

by CU Members

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