Improved efficiency, conversion and bottom-line results
This joint offering brought to you by ICE Mortgage Technology® and Mortgage Champions offers the unique opportunity to have industry experts assess both your sales process and technology system so you can identify ways to increase your efficiency, customer satisfaction and production. With the support of Dale Vermillion’s Mortgage Champions team and the ICE Professional Services team, SalesSystemIQ is designed to help you outperform the competition.
The SalesSystemIQ package includes three phases of work. Please note that the times listed below are estimates and the duration of each phase may vary based on the size of your organization.
Phase 1: Inspect (2-3 weeks)
Identify strengths and weaknesses through conversation, data and execution analysis
From top-of-mind challenges and overall positioning to product offerings and sales goals, we’re here to help you survey every opportunity for improvement.
Phase 2: Interpret (1-2 weeks)
Synthesize interviews, survey data and usage logs to identify opportunities for optimization
From how leads are captured, routed and contacted, to how loan officers interact with prospective borrowers, to the content of both automated and personalized messaging, our teams are committed to helping participating lenders build a world-class lead management solution using proven best practices.
Phase 3: Inform (1 week)
Ensure executive leaders understand each identified area for improvement
After delivering written results, our teams will then meet with executive leadership to share key findings, suggest a prioritized list of opportunities for improvement and answer any questions they have about our final conclusions.
