The first of our ongoing monthly coaching calls, key highlights include:
- Market Challenges and Opportunities: Finding new ways to generate business and capture more deals by utilizing personal contacts to find clients needing mortgage services in a challenging market due to inventory shortages and affordability issues.
- Maximizing Use of MonitorBase: Ensure all relevant contacts are in your MonitorBase account to take advantage of tools like credit triggers to identify potential clients in the market, intercept opportunities, and convert more leads from existing contacts.
- Predictive Alerts: Predictive alerts aim to identify potential clients before they apply for a mortgage elsewhere. So, users should approach these alerts differently by focusing more on reconnecting and offering value without a hard sell when engaging these alerts.
- Engagement and Follow-Up: Building habits around consistent follow-up by utilizing various communication channels (calls, texts, emails, social media) to stay connected with potential clients can significantly increase conversion rates.
- Benefits of Combined Alerts: Combining both predictive and inquiry alerts and continuous follow-up with multiple touchpoints improves the chances of capturing deals.