Advertise on podcast: Lead Management Masterminds

We are thrilled to announce that Dani Dunn will be joining us on the Lead Management Masterminds podcast! Dani brings extensive experience as a Senior Project and Account Manager at Shape Software, our dynamic new partner that is spearheading the transformation of lead management systems. In this episode, we'll take a deep dive into the realms of sales automation, marketing strategies, and Customer Relationship Management. Furthermore, we'll explore Shape's trailblazing role in the industry, leveraging AI, mobile applications, and automation to revolutionize lead management. By tuning in, you'll gain valuable insights into Dani's journey with Shape, along with the challenges encountered and the innovative solutions implemented to overcome them. Tune in now for an enlightening discussion on the future of lead management!

Get ready to be inspired by our next guest - our close personal friend, Kyle Draper! Kyle is a multi-talented individual who has made a name for himself in the real estate industry and beyond. As an author, speaker, and social media expert, Kyle has helped countless real estate agents and brokers to build their brands, attract clients, and close deals using social media. He's also a passionate advocate for personal development and leadership, inspiring people to live their best lives and achieve their goals. During our conversation, Kyle will not only share his insights and strategies for success in the real estate industry, but also in life. He will speak about his journey from being a youth pastor to becoming a highly sought-after speaker and thought leader, while also sharing some of the most valuable lessons he's learned throughout his career. With his infectious energy and positive outlook, Kyle is sure to inspire and motivate you to take action and achieve your own goals. Whether you're a real estate professional or simply looking to level up in your personal and professional life, you won't want to miss this episode! So tune in and join us in welcoming Kyle Draper to the show. Let's learn from one of the best in the business!

We are honored to have Luke Babich, the CEO of Clever Real Estate, as our guest on this episode of the Lead Management Masterminds Podcast. With a deep understanding of the unique challenges faced by all the stakeholders involved with the home buying process, Luke has developed innovative technology solutions that are transforming the industry. Throughout our conversation, Luke shares his insights and experiences on the latest trends and developments in real estate technology, and discusses how these tools are empowering loan officers, lenders, home buyers, and home sellers alike. He offers insights on how to effectively leverage technology to streamline your operations, improve your customer experience, and drive business growth. In addition to sharing his expertise on real estate technology, Luke offers practical advice for anyone looking to optimize their operations and achieve success in this rapidly changing industry. From tips for using automation to increase efficiency, to advice for leveraging data analytics to gain a competitive edge, this conversation is packed with valuable insights and inspiration. So whether you're a loan officer, lender, home buyer, or home seller, you won't want to miss this engaging and informative conversation with Luke Babich. Tune in now and discover the latest trends and strategies for leveraging real estate technology to achieve success in today's market!

Founder and Chief Innovation officer of Mortgage Coach, Dave Savage, graces the pod with his presence today! Dave is a long tenured industry veteran who started his platform Mortgage Coach 30 years ago. Through Mortgage Coach, Dave has helped elevate loan officers to a higher level over the last three decades with innovative training and digestible content. The platform helps put power into the Loan Officer's hands at the point of sale by empowering them with full pictures of the borrower's situation, so they can discuss "advice, not price" and sell to the borrower's true needs. Dave also discusses his partnership with Sales Boomerang and how that will shape their future together, and dives into "Scriptapalooza" and how it can benefit anyone in the industry. Before the end you'll hear some of Dave's top lead management tactics for success, and he will share his take on what the mortgage landscape will look like five years from now in 2027! Do you want to feel well equipped to win the next five years? If so, check out this episode now!

A warm welcome to Tracy Laney as she joins Scott on episode 28 of the Lead Management Masterminds podcast! Tracy is the National Sales Director of Financial Services at ActiveProspect and brings listeners of this episode on a deep dive of their product offerings concerning LeadConduit, Trusted form, and more! Scott and Tracy discuss the practical process, operation, and benefits that the LeadConduit platform brings to lenders. Tracy highlights the entire lead posting process through the system, the depth of features offered, how they can save lenders money, and the flexible applications of all the data available. Dispelling popular misinformation about the products, Tracy happily explains her favorite data applications and features that will benefit any lender in any market. Be sure to listen all the way through to be sure you have the full view of these tools that could benefit you!

Long awaited guest of the podcast, Katherine Campbell, Chief Digital Officer of Assurance Financial, joins us on Lead Management Masterminds to talk shop and inform listeners on the true power and path of digital marketing and technology in mortgage. Katherine has a remarkable resume, beginning her career over 20 years ago in the blooming startup sector in San Francisco, being present for such foundational moments as creating digital KPI's, web page design, and truly learning which 50% of your marketing works. Her work led her to be on the forefront of digital marketing and tech and she has blazed a trail covered in industry accolades, which Scott will review! Our discussion touches on evolving consumer expectations in a digital landscape, how to approach outbound dialing to customers based on point of origin, and what Katherine expects to see change in a post-covid mortgage marketplace. If you want to take your digital experience to the next level, you will not want to miss out on this episode!

Industry legend and founder of Liner Connections, Joey Liner, joins us today on the Lead Management Masterminds Podcast to talk all things old, new, and in the future! Joey shares his story as someone who initially cut his teeth in the tech industry after the dot-com market crash, through a recent position as a CRO, and up to today where he's launched his own consulting firm, Liner Connections. Joey will give listeners insight into his philosophy on data usage, call center best practices, customer journeys, and how he builds lasting and meaningful partnerships with his peers. You won't want to miss Joey's takes on how call centers will change moving forward and his vision of the next generation of customer experience. P.S. don't miss the cheerful sports banter and many stories about this man's quality hugs!

David Tal, CEO of Verse, joins the Lead Management Masterminds Podcast to provide his prospective on the Lead Management landscape. David shares with us his history as a Real Estate Broker and how his experience managing agents led to starting Agentology (now Verse) with his brother, Avi, to help agents contact more leads. David and I talk through numerous statistics around contact strategies, including how 98% of SMS messages are opened, while email opens continue to decline (now only 22%). We talk about how the Verse platform provides "Superhuman" services to their customers, combining the best of both Human and AI, and how this gives consumers a choice on how they want to be communicated with "on their time and on their terms". Lastly, we talk about the opportunities available to potential clients to help handle their Weekend and After-Hours leads, which Verse finds convert 5-10% higher than the normal weekday leads! P.S. Don't miss out on David's hilarious story about the missing hiker! Find out more about our partnership at https://partners.verse.io/sdp-solutions.

This is now the 20th episode of the Podcast and this one will be a little different this time. In this episode, I sit down with Ben Schor, SDP Solutions newest Principal Consultant and Solutions Engineer, as we conduct a live broadcast on LinkedIn and YouTube on September 9th, 2021. In this episode, we conduct dive deep into Prioritization best practices and how lenders are optimizing their use of Duplicate Management strategies. We also share some new ideas we've come up with to tackle Velocify and Encompass integration challenges and end with sharing some tips and tricks on how to leverage a lookup table into your Velocify instance.

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.