Whether you are considering adding a wholesale or correspondent channel or already working with third-party originators (TPOs), you won’t want to miss this session. Maggie Reames and special guest Paul Akinmade, chief strategy officer of CMG Financial, share best practices and creative tactics for improving TPO collaboration with SurefireCRM to maximize speed, compliance and profitability.

Key Takeaways:

• Help account executives (AEs) scale up their pipeline capacity by engaging brokers more efficiently with communications that are automated, yet highly personalized
• Deploy dynamic rate sheets to active or prospective brokers in any market, eliminating the need for TPOs to log in for rates
• Support brokers who may lack creative design resources with product flyers and other collateral that’s personalized with their own image, signature line and licensing info
• Learn how to design workflows for active brokers, inactive brokers and recruitment prospects with “sky’s the limit” fields that are customizable at the contact and loan level