#2182: How to Enable Your Sales Channels to Keep Your Mortgage Pipeline Full...

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With the housing marketing actually doing Ok during the pandemic -- especially refinances, how can credit unions take advantage of this opportunity to either keep that momentum going or ramp up their efforts in the mortgage arena even more so? After all, who knows what's going to happen the rest of 2020 with the unpredictability of COVID-19?

That said, we had SalesCU's CEO Nick Brown come on the show to provide his proven sales training and consulting for credit unions to keep their mortgage new business efforts at full capacity. In fact, Nick is giving a webinar (July 9) on this very topic -- "Enabling Your Sales Channels-Keeping the Mortgage Pipeline Full” -- hosted by CUES and sponsored by CU Members Mortgage.

In this talk, Nick shares 3 ways to use the credit union sales process to create new business:
Crafting a new mindset for mortgages in the credit union and with your members
Utilizing internal data and 3rd party resources to identify and capture mortgage opportunities
Activating the education and referral power of branch and contact center sales teams

He also talks about how to avoid a drop in mortgage applications and maintain mortgage volumes by utilizing today’s tools and resources when members are not beating down your doors right now.

There's plenty more takeaways in this conversation with Nick, so check it out and let us know your thoughts. And don't forget to register for the July 9 webinar.