The Key to Mortgage Sales

Empowering your loan originators to be successful in this environment is no easy task. With the increasing threat of FinTech entering the market and sales friction caused by low inventory and an ultra-competitive homebuying market, success is contingent upon effectively differentiating your company from competitors. One way to do this is by ensuring your mortgage loan originators (MLOs) are capable of assuming the role of a value-adding mortgage advisor.

The transformation from an operational loan-taking role into that of a value-added advisor requires a deep and thorough understanding of mortgage market fundamentals, including how the market works and what impacts interest rates, and a customer-specific strategy that is best for their unique financial goals (something that is challenging for FinTech to deliver upon).

Have your team take this downloadable quiz to see if their knowledge is at the level of a true mortgage advisor.