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Best Practices for Agents

Watch a previously recorded Best Practices workshop lenders

Erica McGarvey avatar
Written by Erica McGarvey
Updated over 2 weeks ago

Watch this workshop to learn how you can proactively drive engagement and turn your client database into a "data bank."

If you prefer a written article, check it out HERE.

In this training, we cover how to:

  • Leverage client engagement and use it as a conversation starter

  • Customize the client experience with video

  • Build a referral network

  • Generate new leads

  • Set up your profile and manage your database

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Below is a previously recorded Best Practices workshop for agents:

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