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Workshop: The Ultimate Guide to Prospecting for Lenders
Workshop: The Ultimate Guide to Prospecting for Lenders

Learn how to proactively drive engagement and turn your client database into a "data-bank" in this media rich article.

Clarisse Tolosa avatar
Written by Clarisse Tolosa
Updated over a week ago

In our guidebook for Ultimate Guide to Prospecting, learn how to:

Watch the full video here or see it broken down step-by-step below:


TIP 1 | Leveraging the Activity Feed

Follow a step-by-step tutorial to initiate this strategy by clicking here.

TIP 2 & 3 | Take advantage of sorting capabilities

TIP 4 | Watch for buyer intention

Learn how to take advantage & drive buyer engagement by reading this article.

TIP 5 | Create a referral network

Learn more about empowering your clients with equity options by clicking here.

HOMEBOT PRO BONUS TIP | The Mortgage Coach Approach

Start using this feature now, or follow a step-by-step tutorial to initiate this strategy by clicking here.

HOMEBOT PRO BONUS TIP | Maximize Engagement with Video Email

Start using this feature now, or follow a step-by-step tutorial to initiate this strategy by clicking here.


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