Reinventing The Sales Playbook In Wholesale Lending
We kicked off Winning Wholesale, a webinar series built for executives, marketing professionals, and leaders ready to thrive in today’s TPO landscape. Each session delivers proven strategies to help you engage brokers, scale production, and grow your market share.
In our first session, we explored how the wholesale mortgage lending space has undergone a fundamental transformation, from a relationship-driven, face-to-face model to a high-efficiency, inside sales-driven approach.
Kristopher Martin, Co-CEO of Oaktree Funding Corp, joined Linn Cook, VP of Sales at OptifiNow, Dale Larson III, Founder & CEO of Modex, Inc., and Andrew Berman, CEO of NMP, to share how leading wholesale lenders have adapted their sales strategies. They discussed the shift toward scalable inside sales models, the importance of market intelligence for targeting brokers, and how marketing automation is supporting sales success.
What We Covered:
- Evolution of Wholesale Sales
- Impact of Market Shifts on Sales Processes
- How to Build an Effective Inside Sales Workflow
- Targeting the Right Brokers
- Leveraging Marketing Automation
- Tools that Enable Sales Workflow Efficiency
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 strategy and lead 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 results.
