Be sure to watch the entire recording of our livecast below the show notes for all the details.
CU Members Mortgage's Loan Officer Manager Todd Cholevik joined us for this month's "Mortgage Monthly," brought to you by CU Members Mortgage. Todd leveraged his more than 20 years industry experience to provide many takeaways, discussing "Capturing More Business in Challenging Times" when it comes to today's credit union mortgage lending.
Here are some of the items Todd addressed:
Insight how to grow the pipeline when rates are continuing to inch upwards. What’s the secret?
A big shift in the housing market recently. What can loan officers do about it?
Steps to building a connection with the member looking to secure a home loan with your credit union
Presenting options to make an educated decision
Biggest mistake loan officers make with the member during the conversation part of this equation
Tips for loan officers to sell around rate
And much, much more
Check it out and let us know your thoughts and be sure to watch the entire recording from our livecast below for all the details. Todd spells it out quite nicely here.
Mike Lawson, Host
Married to a beautiful and wonderful wife, raising 5 kiddos (including twins!), enjoy helping others tell their stories, and love surfing SoCal waves. Keep it simple.