Created with Sketch.
Lead Management Masterminds
57 minutes | Sep 23, 2021
Part 2 - Ben Schor, Principal Consultant & Solutions Engineer at SDP Solutions - Episode 20
This is now the 20th episode of the Podcast and this one will be a little different this time. In this episode, I sit down with Ben Schor, SDP Solutions newest Principal Consultant and Solutions Engineer, as we conduct a live broadcast on LinkedIn and YouTube on September 9th, 2021. In this episode, we conduct dive deep into Prioritization best practices and how lenders are optimizing their use of Duplicate Management strategies. We also share some new ideas we've come up with to tackle Velocify and Encompass integration challenges and end with sharing some tips and tricks on how to leverage a lookup table into your Velocify instance.
50 minutes | Jul 22, 2021
Part 1 - Ben Schor, Principal Consultant & Solutions Engineer at SDP Solutions - Episode 19
Ben Schor, the newest member of the SDP Solutions team, and I discuss our favorite Velocify Lead Management strategies and tackle some of the hottest topics that we've come across when working with our clients. Listen in to this episode as we uncover some of our most creative work-arounds that may help you take your Velocify system setup to the next level!
42 minutes | Jun 7, 2021
Jimi Ryan, Loan Officer on Team Get It Done at Fairway Mortgage - Episode 18
Jimi Ryan, Loan Officer on Team Get It Done at Fairway Mortgage, joins the 18th episode to provide his insights and best practices in the Lead Management domain. As more and more Consumer Direct mortgage lenders have started to make a shift into the Purchase world, Jimi offers his advice and strategies into successfully closing purchase transactions month after month. We discuss his optimal purchase contact strategy and the review the unique strategies he uses to keep customers engaged and remembering him after every phone call. Lastly, we chat about his latest venture called the "Get It Done Podcast" where he interviews those in the real estate industry to share their stories of hard work and adversity on their way to "Getting It Done". Jimi is currently in the middle of "Realtor Month" where he is interviewing 30 Realtors in 30 days so be sure to check it out!
26 minutes | Apr 27, 2021
Ed Powell - Regional Manager at Angel Oak Home Loans - Episode 17 - Lead Management Masterminds
Ed Powell, Regional Manager for Consumer Direct Sales at Angel Oak Home Loans and Mortgage Industry Legend, joins the show for his 2nd episode to offer his lead management insights from an over 30 year mortgage career. Ed offers his advice to leaders who have not yet been through a rising rate environment and offers his opinions on what a Purchase strategy looks like from a lead management perspective. Last but not least, we also discuss the blurring lines of Consumer Direct and Retail and offer our predictions how the evolution of consumer expectations will have a lasting impact on the mortgage industry.
26 minutes | Mar 24, 2021
Hector Galicia, Director, PSO at ICE Mortgage Technology - Episode 16 - Lead Management Masterminds
Good friend and colleague, Hector Galicia, PSO Director at ICE Mortgage Technology, joins the show to provide his expertise in Velocify lead management best practices. Hector and I look back on 2020 and what evolving strategies we believe will have an impact on 2021 and beyond. We also take a deep dive into the recently released "Ultimate Contact Strategy" which includes updated statistics into how SMS and Demographics should play a part in your Contact strategies. Lastly, we offer our thoughts on the most underutilized Velocify features and why we think sales organizations who aren't using these features are truly missing out.
23 minutes | Feb 25, 2021
Jim Deitch, CEO of Teraverde Management Advisors - Episode 15 - Lead Management Masterminds Podcast
Jim Deitch, CEO and Co-Founder at Teraverde Management Advisors, kicks off Season 2 to provide his insights into the mortgage lead management world. Jim and I reflect on the lessons learned from 2020 and how an "It Comes To You" economy has affected the mortgage industry. We also get our crystal ball out to make our 2021 predictions and discuss what steps lenders need to be taking now to end 2021 on a high note, including how lenders need to already be in the process of implementing their "PPP" (Purchase Preparedness Plan). Lastly, Jim shares his insights into Teraverde's Coheus reporting platform and how the newest addition of Velocify real-time data into the platform gives lenders a 360 degree view of their business.
37 minutes | Jun 30, 2020
Dale Vermillion, CEO of Vermillion Consulting - Episode 14 - Lead Management Masterminds Podcast
Right out of high school, Dale Vermillion wanted to be a professional athlete. He earned the opportunity to play semi-pro baseball for a year, but like most young athletes, struggled with that pesky curveball. So instead, he sought out to find a job and ended up starting his career as a construction worker. But after standing on a scaffold all day with a co-worker, the co-worker convinced Dale that he needed to get a job in sales. Dale took him up on this and quickly accelerated through the mortgage industry - running his own branch by 21, leading a region by 25, and then running an entire company of 2,300 employees by age 29. Dale is a seasoned training professional who has trained over 1 MILLION Loan Officers for over 600 lenders and had created a holistic approach to build a consistent sales, operations, and leadership process based on industry best practices. Dale offers his expert advice on his most important principles of Lead Management - Responsiveness, Prioritization, and Practice. You will also learn more about the do's and don’ts when following up with leads and learn about the number one mistake people make when calling their leads. Also, be sure to listen to the end of the podcast for a special offer from the SDP Solutions team!
40 minutes | May 28, 2020
Aru Anavekar, CEO of Botsplash - Episode 13 - Lead Management Masterminds Podcast
Aru Anavekar, CEO and co-founder of Botsplash, joins the show to provide her insights into communication best practices. We go in depth on how her company improves interactions with consumers by providing a single platform that incorporates text, call, web-chats, and video so that consumers can easily communicate with all parties involved in the sales process. We also discuss the specialization of messaging and how giving customers the ability to choose their communication preference, whether it be text, call, or video, is a key differentiator that all companies in this day and age should be taking advantage of. Aru provides insight into how this software can be utilized as a lead distribution system and also provides great examples of how it can be integrated with various lead management systems. Lastly, Aru announces an exciting new product offering for her platform that will greatly enhance how salespeople communicate with customers going forward.
43 minutes | Apr 6, 2020
Alex Kutsishin, CEO of Sales Boomerang - Episode 12 - Lead Management Masterminds Podcast
Alex Kutsishin, CEO and Co-Founder at Sales Boomerang, joins the show to provide his insights into the mortgage lead management world. Alex talks about his journey into the mortgage world and how his perspective customer retention rates helped lead to the creation of the Sales Boomerang platform. He elaborates on his company's mission of "No Borrower Left Behind" and how tracked customer events are weaponizing loan originators with more tools to optimize their own customer retention rates. We discuss Lead Management best practices as it relates to how lenders are analyzing this important data and putting it into action in their contact and nurture strategies. Alex provides his insights into the power of having "headspace" with your previous customers and referral partners and what you should be doing today to optimize this. Lastly, we get an exclusive new product offering for all listeners that could be very helpful in times like these.
30 minutes | Mar 24, 2020
Alec Hanson, SVP at LoanDepot - Episode 11 - Lead Management Masterminds Podcast
Alec Hanson, SVP at LoanDepot, joins the show to provide his insights into the mortgage lead management world and how lead management doesn't have to be "boring". Alec talks about how important it is to stay connected with past customers on social media and how using video is an incredible humanizing tool to use in doing this. Alec and Scott also discuss the future of large mortgage companies, which may include the hybridization of Retail and Consumer Direct mortgage channels along with geo-coded lead distribution. We also discuss best practices for those salespeople who are looking to add video recording to their sales toolbelt and what steps you can take to get better in front of the camera. Lastly, Alec offers his perspective on best practices for "Uncomfortable Leadership" and what steps Sales Leaders should be taking help drive user adoption of technology across their organization.
20 minutes | Mar 18, 2020
Arvell Craig, CEO of Chatbot Funnels - Episode 10 - Lead Management Masterminds Podcast
Arvell Craig, CEO and Founder of Chatbot Funnels, joins the show to provide his insights into chatbots and how this technology has been evolving over the past couple of years. Arvell talks about how a chatbot should be optimized to ensure that your customers have a best-in-class experience using this strategy. Arvell offers his four step process for how you can utilize a chatbot for your company and what things to consider when setting one up. We also discuss how leads that are generated using a chatbot should be managed and Arvell gives his prediction on where he thinks chatbot technology will be in five years.
17 minutes | Feb 12, 2020
Randy Bourgeois, Sales Director at ActiveProspect - Episode 9 - Lead Management Masterminds Podcast
Randy Bourgeois, Sales Director at ActiveProspect, joins the show to discuss the ActiveProspect platform and how their tools help optimize lead management strategies. Randy shares some real-life TCPA stories and what you should be considering when making outbound calls to clients. Randy also provides insight into how lenders are using data gathered during the time customers are on their websites and how this data is being used to prioritize or distribute leads. Lastly, we discuss the topic of duplicate leads and how catching duplicate leads further up the funnel can leads to happier salespeople and more money back in a lenders pocket.
19 minutes | Feb 6, 2020
Karis Koehn, VP of Sales at Volly - Episode 8 - Lead Management Masterminds Podcast
Marketing Automation expert, Karis Koehn, joins the show for a quick episode recorded live at the Lead Generation World Conference in Denver, CO. Karis is currently Vice President of Sales at Volly and is currently a Board Member at LeadsCouncil. In this episode, Karis catches us up on the Volly marketing platform and it's all-in-one solutions. She discusses her presentation at the conference titled "Building Successful Customer Journeys" and reviews some of the best practices currently being used by top lenders. We also cover some of the best practices to use when sending emails to customers and how to use the interaction points with those customers to optimize your workflow and conversion rates. Lastly, we examine the topic of email deliverability and what steps lenders are using to ensure they optimize inbox placement with their customers.
11 minutes | Feb 4, 2020
Joey Liner, CRO at Digital Media Solutions - Episode 7 - Lead Management Masterminds Podcast
Performance Marketing Legend, Joey Liner, joins the show for a quick interview at the Lead Generation World Conference in Denver. The 2017 LeadsCouncil Executive of the Year is the Chief Revenue Officer at Digital Media Solutions and currently the President Emeritus at LeadsCouncil. Joey has over 20 years in the Performance Marketing industry and spent 15 years at Double Positive as Co-Founder and CEO. In this brief episode we discuss how companies must have workflow management that is nimble and can quickly adjust with market changes. Joey, a conference veteran, also talks about the LGW conference and shares his favorite Lead Management success story that originated at Softvu Innovation Summit in 2015.
15 minutes | Jan 30, 2020
Michael Ferree, CEO of Lead Generation World - Episode 6 - Lead Management Masterminds Podcast
Michael Ferree, CEO and Founder of Lead Generation World, joins the show from the Lead Generation World conference in Denver, CO. In this episode we talk about how the conference got started and how Michael built the conference to be "for the people, by the people". We discuss some of the industry specific panels that were held during the show and talk about how “transparency equals trust and trust equates to additional knowledge sharing”. We also explore the next Lead Generation World conference in London, England and how the European lead generation market is a few years behind the United State in lead generation and lead management. Lastly, Michael offers up his best practices and success stories of Lead Management during his time as a Lead Buyer which include the best days he's found to purchase leads and how you must trust the data, not the salesperson, about the quality of leads.
15 minutes | Jan 23, 2020
Ed Powell, Angel Oak Home Loans - Episode 5 - Lead Management Masterminds Podcast
Ed Powell, Regional Manager for Consumer Direct Sales at Angel Oak Home Loans, joins the show live from the Lead Generation World Conference in Denver, CO to offer his insights into Lead Management. Ed is a Lead Generation and Consumer Direct Mortgage legend and has been in the mortgage industry for over 30 years. He talks about his new role with Angel Oak Home Loans while offering his thoughts on emerging technologies and the evolution of industry conferences. He also provides his opinion on his favorite types of leads and what some of the best user adoption tools are when operation a Lead Management system. Last but not least, Ed and I discuss his top Lead Management rules that are imperative to running a successful sales operation.
34 minutes | Dec 17, 2019
Michael Peronto, Cardinal Financial Company - Episode 4 - Lead Management Masterminds Podcast
Michael Peronto, Director of Lead Marketing at Cardinal Financial Company, joins the show to discuss his Lead Management best practices and offers his insights into integrating a Dialer and Chat into your technology stack. Michael talks about his history in the Lead Management space including a number of years at Velocify before moving on to some of the largest non-bank lenders in the industry. Michael offers actionable steps that you should take when considering moving to a Dialer and reviews the pros and cons of each. We also discuss "Lead Ownership" strategies as technology continues to shift the traditional ways of how salespeople interact with leads.
38 minutes | Oct 29, 2019
Ethan Ewing, CEO at ProPair - Episode 3 - Lead Management Masterminds Podcast
Ethan Ewing, CEO of ProPair, joins the show to discuss best practices around Lead Distribution. ProPair specializes in matching the right salesperson with the right consumer to achieve the highest probability of success and the best customer (and employee) experiences possible. ProPair's platform replaces outdated manual processes with data-driven lead assignments that result in more closes and better performance for all loan officers. In this episode, we talk about the Art vs Science as it relates to Lead Distribution and how you're taking a major gamble if you're not using sophisticated technology to distribute your leads. We also spend time reminiscing about the Connect to Convert conference in Boston as well as the upcoming 1st annual Lead Generation World conference where we'll both be joining the stage together again.
42 minutes | Sep 11, 2019
Mike Eshelman, Director at Jornaya - Episode 2 - Lead Management Masterminds Podcast
Mike Eshelman, Director of Consumer Finance at Jornaya, joins the show to give his insights on the Lead Management domain. Mike has worn many hats during his career in the Mortgage industry spending time as a lender, lead provider, and now customer journey expert. In this episode, we talk about the value in conducting a "Customer Experience Screening" on your lead management system at least once a quarter and how there is still a human touch required even for the most dialed-in lead management systems. Mike also discusses some of the largest missed opportunities for lenders today as it relates to how they use data to make strategic decisions and changes to their technology.
53 minutes | Aug 26, 2019
Jeff Solomon, Co-Founder of Velocify - Episode 1 - Lead Management Masterminds Podcast
As Velocify approaches their 15th anniversary, Co-Founder Jeff Solomon, joins the first podcast to talk about the beginning days of Velocify and how the system has evolved to where it's at today. Jeff discusses Velocify's first clients using the system who previously used fax machines and email for lead distribution and how partnerships with lead providers were so critical to the early success of the company. He also shares an amazing story how the Dial-IQ product came about with a little known company at the time, Twilio, and how Velocify was one of Twilio's first cornerstone clients, long before Uber and others. He also reminisces about some of the late-night deployments back in the day, including the spaghetti dinners provided by his wife for the entire development team.
Terms of Service
Do Not Sell My Personal Information
© Stitcher 2021