Technology Trends mortgage industry In the mortgage industry Terry Heffner Guild Mortgage District Manager / Loan Officer
Lead Generation Old Model New Model Prospective Buyer Realtor & Lender Co-marketing websites (CINC, Boomtown, Kunversion) Social media Zillow/Trulia Redfin Listing Booster Online Reviews (Google, Yelp, Zillow, Testimonial Tree) Open houses Mailers Farming Cold calls Door knocking Flyers Newspaper Home magazines Lender
Customer Retention Old Model New Model Prospective Buyer Realtor & Mailers Email Calls Gifts Events CRM, like Salesforce Credit trigger prediction Listing triggers Payoff triggers Valuation Services Servicing controls Warranty service Lender
Technology Touch 10 Low Tech High Touch High Tech High Touch . . . 5 . . . Touch 5 Low Tech Low Touch High Tech Low Touch . . . 1 1 . . . . 5 . . . . 10
Summary House is STILL star of the show Customer profile & controlling the customer: behavior is key Relationships still matter
Thank You!