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Dale Vermillion
 

in partnership with

 

 

FREE! for Home Captain clients

 
 

Protecting Your Business & Customers

In Today's Turbulent Mortgage Market

 

March 26, 2020

2 PM EST | 30 mins + Q&A

 
 
 
 

With one eye on the news and the other on their pipelines, loan officers nationwide are struggling to take full advantage of today’s tumultuous mortgage market.

That is why, in partnership with Home Captain, Mortgage Champions Founder & CEO Dale Vermillion and Home Captain’s CEO Grant Moon are hosting a one-time, 30-minute session to share their top tips for making the most of these uncertain times.

From how to create immediate savings and security for your borrowers, to managing your pipeline in a way that prioritizes generating new business, to leveraging technology to stay in constant communication with team members and stakeholders, Dale is sharing a one-size-fits-all solution for every overwhelmed loan officer and manager out there.

Why? Because, as an industry, we have a unique opportunity to right the wrongs of the past by making homeownership the soundest financial decision a borrower can make on the brink of the next global recession.

Do not miss this incredibly timely and actionable hot-take from two of the industry’s most trusted voices.

 

To be covered:

  • Understanding the unique challenges and opportunities of today’s market
  • Creating immediate savings and security for your customers
  • Managing loaded pipelines efficiently to focus on driving new business
  • Leveraging technology to work with borrowers, team members, and vendors remotely (incl. best practices for working and managing a team remotely)
  • Managing your time to prioritize sales opportunities and minimize distractions
  • Staying positive and maintaining a sales-oriented mindset
  • Differentiating yourself with exceptional customer service
 
 
 

Have a question?

Submit them ahead of time for Dale to address live.

 
 
 

About Dale

With over three decades of industry experience, Dale Vermillion has driven double-digit results in every mortgage market imaginable.

And now, he’s committed to helping you do the same.

Since 1995, Dale has taught over 450 lenders and 1M+ loan officers a systematic, value-based approach to sales, customer service, and management that delivers results and builds lasting customer loyalty.

That approach—your guaranteed path to success—has helped thousands of loan officers close over 20 loans a month, processors shorten turn-times to under 30 days, and managers grow their volume by multiples.

Built on the best practices of top performers, a lifetime of proven mortgage sales success, and relevant borrower and market research, the tips and strategies Dale imparts are both timeless and actionable.

At a glance

  • » Over 450 lenders 1M loan officers trained
  • » Creator of ATD-award winning curriculum
  • » Published author and columnist
  • » Regular guest on national radio
  • » Recognized by the BBB for ethics
  • » Recognized by NAMB for charitable giving
 
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About Grant

Grant Moon is the founder and CEO of Home Captain, a real estate technology company that provides tools, services, and the data that lenders need in a competitive and ever-changing digital world.

Home Captain partners with mortgage lending institutions to help them convert up to 10x more of their purchase pipeline and identify, remarket, and recapture 43.5% of their portfolio clients who sell and simultaneously purchase a home.

Within its suite of products and services, Home Captain boasts a one-stop-shop web and mobile MLS integrated home search app, an AI-powered chatbot for re-engaging mortgage leads, world-class real estate concierge services, and Realtor match technology

Grant is also a Major in the US Army Reserves. He is passionate about giving back and serving the veteran community. To better educate veteran home buyers on their VA Home Loan benefit, Grant penned the Ultimate Guide to VA Loans, which has since had 1.8M copies distributed. He also created a continuing education course called the VA Loan Certification, which equips real estate agents with the necessary training to work with veteran homebuyers.

Grant has a M.S. in Technology Management from Columbia University, a MBA from Babson College, and a B.S. in Business Administration from Endicott College.

 
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