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The Connection Point

Connect with the latest blogs, industry conversations, news and stories that are moving the mortgage industry forward.

Sales & marketing  

Seven tips for creating a winning mortgage sales organization

In Q4 of 2022, the mortgage market shifted significantly, and many lenders are now playing catch-up 鈥 are you one of them? If your team is struggling to adjust to this high-rate, low-inventory market, the strategies you鈥檝e been leaning on to attract and win business need to evolve.In order for sales teams to succeed, their approach has to meet the market as it is now, not as it once was. As lenders try to make the most of the last quarter of 2023 (and prepare for 2024), I鈥檇 like to share some of the proven sales strategies that are helping my clients succeed鈥攔egardless of rates. If you act on them, these strategies will inspire confidence across your organization, encouraging your team members to operate with the right mindset.There鈥檚 ample opportunity in this market, but capitalizing on that opportunity starts with reprioritizing what always matters most in any business: sales.

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