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 1: Reinventing The Sales Playbook In Wholesale Lending
The wholesale mortgage lending landscape is undergoing a fundamental transformation. What was once a relationship-driven, face-to-face sales environment has rapidly evolved into a high-efficiency, inside sales-driven model. In this session, we will discuss how wholesale lenders are rethinking sales processes to stay competitive in a fast-changing market.
Top Non-QM wholesale lending executive, Kristopher Martin, Co-CEO of Oaktree Funding Corp will be joined by Linn Cook, Vice President of Sales at OptifiNow, Dale Larson III, Founder & CEO at Modex, Inc., and Andrew Berman, CEO at NMP to share how wholesale lenders are strategically moving from traditional field sales to scalable inside sales models, the power of market intelligence in targeting brokers, and how modern marketing automation supports sales success.
What You’ll Learn:
- Evolution of Wholesale Sales: Learn how the traditional field-based, relationship-driven sales model is giving way to scalable, repeatable inside sales strategies designed for today’s fast-paced broker market.
- Impact of Market Shifts On The Sales Processes: Explore how factors like COVID-19, broker channel resurgence, and digital pricing tools have transformed how to engage with brokers.
- Build an Effective Inside Sales Workflow: Get insights into structuring high-volume calling models, managing broker engagement efficiently, and creating a streamlined sales process that drives consistent results.
- Target the Right Brokers: See how market intelligence platforms like Modex enable lenders to prioritize outreach to top-producing brokers and eliminate ineffective “spray and pray” marketing tactics.
- Leverage Marketing Automation: Understand how automated drip campaigns, behavioral triggers, and multi-channel messaging help inside sales teams maintain broker relationships and close more deals.
- Tools That Enable Sales Workflow Efficiency: Learn which technology integrations (CRM, LOS, phone systems) support, not drive, the sales process, and how to implement them effectively.
Coming Up:
Webinar 2: July 8th - Precision Prospecting for Wholesale Growth
Your brokers are out there, but are you targeting the right ones? Discover how data can supercharge your prospecting, leading to higher conversions in the Wholesale space.
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.
