Breakout Session Details

Selling Beyond The Rate: Driving Volume In A Rising Rate Environment

Facilitators: Eric Simonson and Cole Butcher

Discussion: Using tools like MBS Highway and best practices of selling beyond the rate, Cole and Eric will discuss how to become a financial advisor around debt consolidation, buy vs rent, the cost of waiting, and other financial considerations of home ownership. Participants will learn how to publish personalized reports and calculations for buyers and refinance. Couple this with Sales Boomerang alerts and you will close a few extra deals a month.

Using SalesBoomerang to Ensure You Don’t Lose Clients

Facilitators: Mike Anderson

Discussion: A Sales Boomerang alert comes in – now what? Get the scripts and best practices to turn Sales Boomerang alerts into new deals. These alerts are detailed insights to who’s ready for a purchase or refinance of everyone in your database. It’s sales intelligence that hands you new opportunities. Mike and Pablo Trancoso, a seasoned loan officer and Director of Product Development at Sales Boomerang, will lead the discussion. Participants will also learn about an added feature of getting their agents to add their database to your alerts.

Encompass On The Web

Facilitator: Clayton Anderson

Discussion: Are you tired of being tethered to your slow Encompass?  Come see Encompass on the Web. With Encompass on the web you can originate loans with ease by taking applications, ordering services, comparing loan scenarios and sending eligibility letters from anywhere even from your phone. In this training, we will show you how to take an opportunity and easily run pricing and deliver relevant scenarios.   Order fees for the loan using Closing Corp, request credit and run DU all from a Web Browser.

The Secret to Homebot for You and Your Agents

Facilitators: Kyle Clark & Homebot Team

Discussion: Homebot’s been upgraded to include video and home searches! Now your clients (and your agents’ clients) can explore markets and homes for sale based on their equity position or as first-time buyers. Discover the opportunities this monthly digest offers to you and your agent partners with scripts, personalized videos, and other best practices.

Creating Value for New and Existing Builder Partners

Facilitators: Steve Roberts and Brock Worthen

Discussion: Using NoviHome and targeting smaller builders, Brock and Steve will discuss what builders need from a preferred lender and how leading technology like NoviHome can help the sales teams and builders capture more business. Participants will leave with information on how to make the initial introduction and how Intercap and NoviHome can help you create a new builder partner.

Master Automation and Lead Management with Total Expert

Facilitators: Kyle Clark and Ben Marx

Discussion: We’ve finally done it! With full integration between Simple Nexus, Total Expert, Encompass, and Sales Boomerang we’ll show you how to close more deals, capture more partners, and get more referrals from a single dashboard. It’s low hanging fruit that will drop and rot if you don’t grab it while it’s right in front of you!

Please choose the two breakout sessions you’ll be attending