From Gaps to Growth: A Data-Driven Mortgage Roadmap to Increase Loan Production

Episode 6: Building and Retaining a High-Performing Sales Team

Watch the recording on demand:

About the Webinar

Who: Executives and senior leaders, sales and revenue teams, HR leaders, recruiting
When: On demand

What's Covered:

Episode 6 in our "From Gaps to Growth: A Data-Driven Mortgage Roadmap to Increase Loan Production" webinar series. Catch up on other episodes here.

Mortgage lenders have spent years on the turnover treadmill. When business is up, they compete for established producers, pay for books of business, and hope a loan officer’s past production follows them to a new place. When business is down, they let those same producers go and start the cycle again once volume returns. 

But sustainable growth requires a more deliberate approach to building a sales team. By starting with market opportunity—quantifying demand, knowing which borrowers and communities represent growth, and determining where your organization is falling behind—lenders can better determine the talent and capabilities they need. 

In this episode, iEmergent CEO Laird Nossuli and COO Bernard Nossuli explore how data can help lenders find the right balance between recruiting proven producers and developing emerging talent while creating the training, tools, market intelligence, and support that help loan officers perform, grow, and stay.

The conversation covers:
  • Determining where sales capacity is needed most
  • Knowing when to invest in a proven producer versus developing someone new
  • Recruiting for future opportunity, not just past production
  • Measuring sales performance beyond volume using metrics such as penetration, conversion, pull-through, and product use
  • Turning market intelligence into a sales tool loan officers can use to find opportunities and build the right relationships
  • Creating an environment that keeps good loan officers
 
  
Speakers:
  • Laird Nossuli, CEO, iEmergent
  • Bernard Nossuli, COO, iEmergent

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Franklin Loan Center used iEmergent data and tools to increase affordable lending closings by 35%.

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