Collaborating closely with processors and assistants, our loan officers have more time to meet with referral partners and cultivate relationships with current and past clients. Because the company provides comprehensive administrative and marketing support, loan officers spend very little time on processing and other administrative duties, instead directing their efforts toward building business and serving their clients.
Mortgage Trust resources include:
Automated marketing program. Our full-timemarketing manager handles monthly marketing materials for our loan officers, ensuring that all clients and professional partners receive an item of value, including invitations to our Thanks & Giving and other client appreciation events.
Mortgage Coach Edge. This industry-leading software differentiates Mortgage Trust loan officers from the competition, positioning them as trusted advisers with both clients and referral partners. The company’s close relationship with Mortgage Coach’s founder, Dave Savage, means personalized coaching and assistance in making the most of these great tools.
Below, mortgage professional Evan Swanson talks about serving the lending needs of clients with the support of cutting edge software and the Mortgage Trust team.