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Harbor Beach Marriott
Resort & Spa

3030 Holiday Drive
Fort Lauderdale, FL 33316
Tel: (800) 222-6543

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Tuesday, November 19, 2013

2:45 p.m. - 3:30 p.m.
Track: Track B - Online Lending View Track


Kelly Booth, Mortgage Division Director, VELOCIFY INC.
Kesna Lawrence, Senior Vice President, Client Strategy, DATAMYX
Jessica Manna, VP & Chief Marketing Officer, RESIDENTIAL FINANCE

With more borrowers going online early and often for information on everything from credit checks to mortgage rate look-ups, it is no wonder that online lead gen and lead management have become a hot topic in the mortgage industry. To compete in the online mortgage market requires more than luck, it requires reliable and real-time data, process, persistence and discipline. In this session, you will hear from technology mortgage experts that have been advising customers for years on how to make the most of online opportunities. Their customers have been leveraging data analytic tools to help identify a potential lead early on through triggered events and relying on proven sales best practice processes that can increase the probability of turning more leads into funded loans.

What you’ll learn:

-          Data to look for that can provide early indication of intent to purchase / refi

-          How to mine your existing customer base and combine the power of real-time profile data

-          Best practice processes in working online leads that can increase close rate up to 391%

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