Scott Roller: A New Technology for Enterprise, Loan Officer Pipeline Building

Traditionally, when this market flip occurs, intense pressure is bestowed upon lender sales and marketing teams. Everyone looks for them to become the ‘rainmakers.’ Pressures are often proportionate to the size of the lender, because few big banks invest in local purchase market referral relationships year-round. There is a fresh new approach to supplement the lender playbook, both at the enterprise and loan officer level.

Fabio Rivas of LenderClose: Knowledge is Power: Creating Borrower Partnerships with Information

Being a better educator starts with having a full picture of the borrower’s financial situation. By taking a consultative approach, loan officers can ask questions to better understand what goals the potential borrower is trying to achieve. LOs can then provide the appropriate financial education that is relevant to best prepare them for homeownership.