The California Mortgage Bankers Association is putting on a webinar Thursday from its Mortgage Technology & Marketing (MTAM) Committee, called Transforming Borrower Engagement through Strategy, Process, and Automation.
The conversation will be about the use of technology to automate and transform borrower engagement while optimizing lead conversion. Josh Friend from Insellerate will be talking with John Kresevic from JFQ Lending, and Nick Rutherford from McGlone Mortgage Group.
“It’d be great for the marketing people, business leaders, business owners … anyone that’s in charge of the bottom line, really, is probably who’s most important to attend to this,” Friend told Mortgage Media, when asked who should attend. “If you can get increased conversions or pull through by a couple percent, that’s drastic on the bottom line.”
The webinar will be 2020 11:00 AM – 12:00 PM PDT on Thursday, May 21. It is expected to cover:
• Best practices on how to define your strategy
• Understand how to automate each borrower touchpoint
• Integrate your technology stack
• Optimize lead conversion