Now more than ever, originators are looking for new ways to get more business. We've developed all-new training sessions to help you tackle this tough market's challenges.
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XSITES
So you bought a Mortgage XSite? Now what? In this class, we’ll help you kick start your online business efforts by covering the basics of effective online business, domain names, branded e-mail, search engines, and a tour through the XSites Wizard. Whether you just got your XSite or you’re just now really getting started with it, join us for this one hour session and jumpstart your XSite. If your website is little more than an online business card, at best you can expect to be underwhelmed with the business you get through it. To make your website into a business generator, you’ll need to prove that you really have answers to the problems your customers face AND that you’re the only one for the job. In this class, we’ll not only show you how to prove your expertise line but we’ll also take you through the process step-by-step in XSites. For most real estate professionals, the goal of a website is to generate leads. But when you ask those same real estate pros how successful they are at generating leads online, they’ll typically tell you that they’re not satisfied with the leads they’re getting. So what is the key to winning those online leads we always hear about? In this class, we’ll not only show you the key, but we’ll also show you how to make it work in your XSite. Staying in touch with your borrowers and prospects is an absolute must in today’s real estate market. And through XSellerate, not only can you stay in touch, but you can also proactively pursue new clients to bolster your business. In this class, we’ll show you how to import contacts, build successful e-mail marketing campaigns, work around the SPAM problem, and more. The best web site design in the world is wasted if customers aren't using it. Fortunately, there are numerous ways to drive customer traffic to your XSite. This course outlines strategies to improve your search engine rankings, and dispels several myths along the way. Plus, we'll explore other effective ways of getting potential clients to click through to your site and look into traditional marketing efforts as well. The XSites Desktop puts all of the power of your Mortgage XSite right at your fingertips. This session shows you how you can use the Desktop to update the status of your reports, and integrate your XSite with Calyx Point. |
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LOAN MANAGEMENT
Being able to collect loan applications online is a must in today’s market. And to that effect, many mortgage brokers provide a basic loan app on their site. But there’s so much more to processing that loan than just collecting it online. In this class, we’ll show you how to streamline your loan application process from online collection to your LOS through status updates and signatures, all the way to closing. This short webinar shows you how to update the rates on your Mortgage XSite. Your XSite’s FlexApp 1003 system is geared toward helping customers initiate the loan process online. But behind the scenes, it does so much more. This class shows you how to configure FlexApp, manage your online loan applications, attach documents, order supporting products like appraisals and credit reports, and keep your customers informed every step of the way. Plus, you’ll see how you can increase your XSite’s power by integrating with your favorite LOS. |
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MARKETING
For most real estate professionals, the goal of a website is to generate leads. But when you ask those same real estate pro’s how successful they are at generating leads online, they’ll typically tell you that they’re not satisfied with the leads they’re getting. So what is the key to winning the viable those online leads we always hear about? In this class, we’ll not only show you the key, but we’ll also show you how to make it work in your XSite. Staying in touch with your borrowers and prospects is an absolute must in today’s real estate market. And through XSellerate, not only can you stay in touch, but you can also proactively pursue new clients to bolster your business. In this class, we’ll show you how to import contacts, build successful e-mail marketing campaigns, work around the SPAM problem, and more. The best web site design in the world is wasted if customers aren't using it. Fortunately, there are numerous ways to drive customer traffic to your XSite. This course outlines strategies to improve your search engine rankings, and dispels several myths along the way. Plus, we'll explore other effective ways of getting potential clients to click through to your site and look into traditional marketing efforts as well. The Internet has created an amazing resource for leads. But what are your strategies for building relationships? As we experience a proliferation of Internet leads, we need simple solutions for lead response, incubation, management and conversion. Using tools already on your computer, you’ll learn how to set up a simple way to keep track of leads; set up simple response systems to communicate with consumers; evaluate different response models and let the consumer choose. Also covered - compliance with the Federal CAN-SPAM Act. |
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SUREDOCS
SureDocs is the fastest way to get your documents signed. This powerful tool helps eliminate the pile of paper that often accompanies a mortgage transaction. Using any application, you can quickly create a document which can be e-mailed, posted to your web site or even configured for electronic signature. The days of hard-to-read faxes and courier charges are coming to an end. This session explains how SureDocs works, and how you can use it today to help speed up your closings! |
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MORTGAGE XSITES
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LOAN MANAGEMENT
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XSELLERATE
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SUREDOCS
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23 Free (And Almost Free)
Ways To Get More Leads And Close More Loans
Ideas for new clients,
more repeat business and
more referrals.
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