Join us for Winning Wholesale, a webinar series built for executives, marketing professionals, and executives who want to thrive in today’s TPO landscape. Each session delivers strategies to help you engage brokers, scale production, and grow your market share. Whether rethinking sales models, sharpening prospecting efforts, or maximizing your brand impact, Winning Wholesale equips you with the tools to win the TPO game.
Webinar 2: Precision Prospecting for Wholesale Growth
In today’s wholesale lending landscape, precision makes the difference between thriving and merely surviving. This tactical session equips wholesale and Non-QM account executives with the strategies, tools, and data insights to enhance prospecting efficiency.
Join John Jeanmonod, EVP of Production at Angel Oak Mortgage Solutions, along with Dale Larson, CEO and Founder of Modex, Inc. as they discuss how to uncover growth opportunities in the current market, why legacy sales approaches fall short, and how to shift from intuition-based outreach to data-driven execution.
From CRM integration to prioritization models, they will show you how mortgage data can help you identify high-producing brokers and originators, so you can spend less time on cold outreach and more time closing deals with proven partners.
Whether refining your pipeline or scaling a team, this is your playbook for precision prospecting.
What You’ll Learn:
- Market Opportunity Recognition: Understand the specific growth segments within today's wholesale market that represent immediate revenue potential for broker signups.
- Legacy Approach Limitations: Recognize the specific inefficiencies in traditional sales methods that limit scalability in the current market environment.
- Prioritization Strategy: Create a data-driven system to rank prospects based on their wholesale lending activity and alignment with your business model.
- From Insight to Action: Master techniques for transforming data intelligence into personalized prospecting approaches that set you apart from every other lender competing for the same brokers.
Coming Up:
Webinar 3: August 5th - Event Presence That Produces
Stop showing up just to show up. Learn how to turn broker events, live or online, into strategic sales opportunities that drive measurable production.
