Ben Schor, the newest member of the SDP Solutions team, and I discuss our favorite Velocify Lead Management strategies and tackle some of the hottest topics that we've come across when working with our clients. Listen in to this episode as we uncover some of our most creative work-arounds that may help you take your Velocify system setup to the next level!

Jimi Ryan, Loan Officer on Team Get It Done at Fairway Mortgage, joins the 18th episode to provide his insights and best practices in the Lead Management domain. As more and more Consumer Direct mortgage lenders have started to make a shift into the Purchase world, Jimi offers his advice and strategies into successfully closing purchase transactions month after month. We discuss his optimal purchase contact strategy and the review the unique strategies he uses to keep customers engaged and remembering him after every phone call. Lastly, we chat about his latest venture called the "Get It Done Podcast" where he interviews those in the real estate industry to share their stories of hard work and adversity on their way to "Getting It Done". Jimi is currently in the middle of "Realtor Month" where he is interviewing 30 Realtors in 30 days so be sure to check it out!

Ed Powell, Regional Manager for Consumer Direct Sales at Angel Oak Home Loans and Mortgage Industry Legend, joins the show for his 2nd episode to offer his lead management insights from an over 30 year mortgage career. Ed offers his advice to leaders who have not yet been through a rising rate environment and offers his opinions on what a Purchase strategy looks like from a lead management perspective. Last but not least, we also discuss the blurring lines of Consumer Direct and Retail and offer our predictions how the evolution of consumer expectations will have a lasting impact on the mortgage industry.

Good friend and colleague, Hector Galicia, PSO Director at ICE Mortgage Technology, joins the show to provide his expertise in Velocify lead management best practices. Hector and I look back on 2020 and what evolving strategies we believe will have an impact on 2021 and beyond. We also take a deep dive into the recently released "Ultimate Contact Strategy" which includes updated statistics into how SMS and Demographics should play a part in your Contact strategies. Lastly, we offer our thoughts on the most underutilized Velocify features and why we think sales organizations who aren't using these features are truly missing out.

Jim Deitch, CEO and Co-Founder at Teraverde Management Advisors, kicks off Season 2 to provide his insights into the mortgage lead management world. Jim and I reflect on the lessons learned from 2020 and how an "It Comes To You" economy has affected the mortgage industry. We also get our crystal ball out to make our 2021 predictions and discuss what steps lenders need to be taking now to end 2021 on a high note, including how lenders need to already be in the process of implementing their "PPP" (Purchase Preparedness Plan). Lastly, Jim shares his insights into Teraverde's Coheus reporting platform and how the newest addition of Velocify real-time data into the platform gives lenders a 360 degree view of their business.

Right out of high school, Dale Vermillion wanted to be a professional athlete. He earned the opportunity to play semi-pro baseball for a year, but like most young athletes, struggled with that pesky curveball. So instead, he sought out to find a job and ended up starting his career as a construction worker. But after standing on a scaffold all day with a co-worker, the co-worker convinced Dale that he needed to get a job in sales. Dale took him up on this and quickly accelerated through the mortgage industry - running his own branch by 21, leading a region by 25, and then running an entire company of 2,300 employees by age 29.

Dale is a seasoned training professional who has trained over 1 MILLION Loan Officers for over 600 lenders and had created a holistic approach to build a consistent sales, operations, and leadership process based on industry best practices.

Dale offers his expert advice on his most important principles of Lead Management - Responsiveness, Prioritization, and Practice. You will also learn more about the do's and don’ts when following up with leads and learn about the number one mistake people make when calling their leads.

Also, be sure to listen to the end of the podcast for a special offer from the SDP Solutions team!

Aru Anavekar, CEO and co-founder of Botsplash, joins the show to provide her insights into communication best practices. We go in depth on how her company improves interactions with consumers by providing a single platform that incorporates text, call, web-chats, and video so that consumers can easily communicate with all parties involved in the sales process. We also discuss the specialization of messaging and how giving customers the ability to choose their communication preference, whether it be text, call, or video, is a key differentiator that all companies in this day and age should be taking advantage of. Aru provides insight into how this software can be utilized as a lead distribution system and also provides great examples of how it can be integrated with various lead management systems. Lastly, Aru announces an exciting new product offering for her platform that will greatly enhance how salespeople communicate with customers going forward.

Alex Kutsishin, CEO and Co-Founder at Sales Boomerang, joins the show to provide his insights into the mortgage lead management world. Alex talks about his journey into the mortgage world and how his perspective customer retention rates helped lead to the creation of the Sales Boomerang platform. He elaborates on his company's mission of "No Borrower Left Behind" and how tracked customer events are weaponizing loan originators with more tools to optimize their own customer retention rates. We discuss Lead Management best practices as it relates to how lenders are analyzing this important data and putting it into action in their contact and nurture strategies. Alex provides his insights into the power of having "headspace" with your previous customers and referral partners and what you should be doing today to optimize this. Lastly, we get an exclusive new product offering for all listeners that could be very helpful in times like these.

Alec Hanson, SVP at LoanDepot, joins the show to provide his insights into the mortgage lead management world and how lead management doesn't have to be "boring". Alec talks about how important it is to stay connected with past customers on social media and how using video is an incredible humanizing tool to use in doing this. Alec and Scott also discuss the future of large mortgage companies, which may include the hybridization of Retail and Consumer Direct mortgage channels along with geo-coded lead distribution. We also discuss best practices for those salespeople who are looking to add video recording to their sales toolbelt and what steps you can take to get better in front of the camera. Lastly, Alec offers his perspective on best practices for "Uncomfortable Leadership" and what steps Sales Leaders should be taking help drive user adoption of technology across their organization.

Arvell Craig, CEO and Founder of Chatbot Funnels, joins the show to provide his insights into chatbots and how this technology has been evolving over the past couple of years. Arvell talks about how a chatbot should be optimized to ensure that your customers have a best-in-class experience using this strategy. Arvell offers his four step process for how you can utilize a chatbot for your company and what things to consider when setting one up. We also discuss how leads that are generated using a chatbot should be managed and Arvell gives his prediction on where he thinks chatbot technology will be in five years.