Managing Your Pipeline: Profitability Model for Originators

Wednesday Aug 19, 2020

In this course, mortgage loan originators will learn how to manage their pipeline through a scorecard. The scorecard focuses on account-level analytics to drive action to profitable increased profitability. We'll also cover creating a business channel strategy, maximizing referral sources, targeting greatest opportunity areas, and identifying products that better match your borrowers' needs.

Learning Objectives: Create a business channel strategy. Understand customer profitability from your referral sources. Target areas of greatest opportunity. Identify products with greatest marketing ease.

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Date 08-19-2020

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