Mortgages and More: Building Relationships Beyond the Transaction

Mortgages & More w/ Bill Rice

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Show Notes for "Mortgages and More" Podcast Episode with Bill Rice, Chief Revenue Officer at Kaleidico

Episode Title: "Kaleidico: Revolutionizing Mortgage Lead Generation"

Introduction:

  • Welcome to the "Mortgages and More" podcast, your trusted source for insights in the mortgage industry.
  • Season 2, Episode 3: Featuring Bill Rice, Chief Revenue Officer at Kaleidico.
  • Hosts Kyle and Brian express their excitement about meeting new industry experts, like Bill, and discussing innovative technologies and solutions.

    • Segment 1: Introduction to Kaleidico

    • Bill introduces Kaleidico and its journey in the mortgage industry.
    • Kaleidico offers a comprehensive lead generation solution for mortgage lenders and brokers.
    • Highlights of Kaleidico's services, including website development, lead generation marketing, and more.

      • Segment 2: The Backstory of Kaleidico

      • Bill's background in the mortgage industry, including involvement in Deep Green Bank and Quicken Loans.
      • The challenge of lead management in the early 2000s and the inception of Kaleidico.
      • The transition from being a lead management company to offering a turnkey consumer direct operation model.

        • Segment 3: The Unique Value of Kaleidico

        • The significance of Kaleidico's long history and experience in the mortgage industry.
        • How Kaleidico differentiates itself by focusing on lead generation as a core competency.
        • The importance of understanding the mortgage landscape and compliance for effective marketing.

          • Segment 4: Best Practices for Lead Conversion

          • The misconception of pounding leads with calls and the need for a more strategic approach.
          • Bill shares a three-step process for improving lead conversion:
          • The importance of listening to consumer responses and adjusting the approach accordingly.

            • Segment 5: The Impact of FCC Regulations

            • Discussion about the FCC's regulations on lead generation practices.
            • Predictions on how these regulations might affect lenders and consumers.
            • Strategies for lenders to assess and mitigate risks in light of changing lead generation dynamics.

              • Segment 6: How to Connect with Bill Rice and Kaleidico

              • Visit Kaleidico's website at Kaleidico.com for resources and information on their services.
              • Connect with Bill Rice on LinkedIn for industry insights, videos, and updates.

                • Conclusion:

                • Hosts Kyle and Brian express their gratitude to Bill Rice for sharing valuable insights and discuss the possibility of future episodes related to regulatory changes in the mortgage industry.
                • Encourage listeners to stay tuned for more informative episodes on "Mortgages and More."


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                  Mortgages and More: Building Relationships Beyond the TransactionBy Kyle Draper & Brian Vieaux