1. Technology Trends mortgage industry
In the
mortgage industry
Terry Heffner
Guild Mortgage
District Manager / Loan Officer

2. 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

3. Customer Retention Old Model New Model Prospective Buyer Realtor &
Mailers
Calls
Gifts
Events
CRM, like Salesforce
Credit trigger prediction
Listing triggers
Payoff triggers
Valuation Services
Servicing controls
Warranty service
Lender

4. Technology Touch 10 Low Tech High Touch High Tech High Touch . . . 5
Touch 5
Low Tech
Low Touch
High Tech
Low Touch 1

5. Summary House is STILL star of the show
Customer profile & controlling the customer: behavior is key
Relationships still matter

6. Thank You!