Overcome Your Co-Marketing Challenges

Learn what activities to avoid when entering into a lender-Realtor co-marketing partnership. As mortgage companies have started shifting their marketing budgets away from MSAs, a few common co-marketing pitfalls have surfaced. This guide details how to effectively co-market with your partners and avoid potential problems.

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Sales: A Journey, Not a Destination with Finance of America’s Bill Dallas

Posted by: Bill Dallas and Joe Welu

On: April 16, 2019

Completing the first mortgage transaction with a new customer is an achievement and – what should be – the start of a lifetime relationship.

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Although consumers can find just about anything they need with a simple Google search, seventy-eight percent of retail bank customers still prefer...

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Banks are continually evolving to leverage new technology and meet rising consumer expectations for convenience, value and personalization.

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