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Dale Vermillion
Purpose Overview Phase I Phase II Phase III Pricing Services Contact
Mortgage Champions ICE

Introducing

SalesSystemIQ

Purpose

Mortgage Champions ICE

To identify opportunities to increase your organizational efficiency, customer satisfaction, and bottom-line production.

Overview

Mortgage Champions ICE

Phase I

Inspect

2-3 Weeks

Phase II

Interpret

1-2 Weeks

Phase III

Inform

1 Week

Phase I. Inspect

Mortgage Champions ICE
2-3 weeks

Identify strengths and weaknesses through conversation, data and execution analysis

From top-of-mind challenges, to overall positioning, to product offerings and sales goals, our desire is to survey every opportunity for improved efficiency, conversion, and bottom-line results.

01.

Executive Roundtable

02.

Management Interviews

03.

Originator Surveys

04.

Call Insights

05.

Tech Stack Review

Phase II. Interpret

Mortgage Champions ICE
1-2 weeks

Synthesize interviews, survey data, and usage logs to identify opportunities for optimization

From how leads are captured, routed, and contacted, to how Loan Officers interact with prospective borrowers, to the content of both automated and personalized messaging, our teams are committed to helping participating lenders build a world-class lead management solution using proven best practices.

01.

Sales Effectiveness Optimization

02.

Solution Use Case Optimization

Phase III. Inform

Mortgage Champions ICE
1 week

Ensure executive leaders understand each identified area for improvement

Having delivered written results, our teams will then meet with executive leadership to share key findings, suggest a prioritized list of opportunities for improvement, and to answer any questions they have about our methodology or final conclusions.

01.

Summary Documentation

02.

Executive Review

Pricing

Mortgage Champions ICE

Tier I

Team

1-9 originators

Tier II

Business

10-49 originators

Tier III

Enterprise

50+ originators

Services

Mortgage Champions ICE

Tier I

Team

  • 1-hour roundtable
  • 2 management interviews
  • 15-question survey
  • 3-6 shopper calls
  • 1-hour review

$15,000

Tier II

Business

  • 1.5-hour roundtable
  • 4 management interviews
  • 25-question survey
  • 6-9 shopper calls
  • 1.5-hour review

$22,500

Tier III

Enterprise

  • 2-hour roundtable
  • 6 management interviews
  • 35-question survey
  • 10+ shopper calls
  • 2-hour review

$30,000

Contact

Mortgage Champions ICE
Michael Brucato, COO

Michael Brucato

Chief Operating Officer

michael@mortgagechampions.com (850) 714-1546
Jake Vermillion, CMO

Jake Vermillion

Chief Marketing Officer

jake@mortgagechampions.com (850) 461-1375

Disclosure

Mortgage Champions ICE
ICE Mortgage Technology, a division of Intercontinental Exchange, Inc. (NYSE: ICE), is the leading cloud-based loan origination platform provider for the mortgage industry. ICE Mortgage Technology solutions enable lenders to originate more loans, lower origination costs, and reduce the time to close, all while ensuring the highest levels of compliance, quality, and efficiency. Visit icemortgagetechnology.com or call 877.355.4362 to learn more.