Sales Engine Training Webinars

SE (Sales Engine) is the CRM built from the ground up for the Reverse Mortgage Professional.

Register for your session below:

Sales Engine 101: The Basics

Select your day & time
Mondays 8:00 a.m. Pacific / 11:00 a.m. Eastern
Mondays 10:00 a.m. Pacific / 1:00 p.m. Eastern
Tuesdays 1:00 p.m. Pacific / 4:00 p.m. Eastern
Tuesdays 3:00 p.m. Pacific / 7:00 p.m. Eastern
Wednesdays 8:00 a.m. Pacific / 11:00 a.m. Eastern
Wednesdays 10:00 a.m. Pacific / 1:00 p.m. Eastern
Thursdays 1:00 p.m. Pacific / 4:00 p.m. Eastern
Thursdays 3:00 p.m. Pacific / 7:00 p.m. Eastern
Fridays 8:00 a.m. Pacific / 11:00 a.m. Eastern
Fridays 10:00 a.m. Pacific / 1:00 p.m. Eastern
Saturdays 1:00 p.m. Pacific / 4:00 p.m. Eastern

Sales Engine 202: Power Users
Select your day & time

Mondays 9:00 a.m. Pacific / 12:00 p.m. Eastern
Mondays 11:00 a.m. Pacific / 2:00 p.m. Eastern
Tuesdays 2:00 p.m. Pacific / 5:00 p.m. Eastern
Tuesdays 4:00 p.m. Pacific / 7:00 p.m. Eastern
Wednesdays 9:00 a.m. Pacific / 12:00 p.m. Eastern
Wednesdays 11:00 a.m. Pacific / 2:00 p.m. Eastern
Thursdays 2:00 p.m. Pacific / 5:00 p.m. Eastern
Thursdays 4:00 p.m. Pacific / 7:00 p.m. Eastern
Fridays 9:00 a.m. Pacific / 12:00 p.m. Eastern
Fridays 11:00 a.m. Pacific / 2:00 p.m. Eastern
Saturdays 2:00 p.m. Pacific / 5:00 p.m. Eastern

SE Training Sessions will cover the following:

Managing lead records
3 things you should be doing with every record
Managing your account preferences
Scheduling follow-ups, reminders & calendar events
Creating meaningful and customizable lead lists
Integration with ReverseVision loan origination software
Automated lead delivery from most national lead providers

Editor in Chief: HECMWorld.com

As a prominent commentator and Editor in Chief at HECMWorld.com, Shannon Hicks has played a pivotal role in reshaping the conversation around reverse mortgages. His unique perspectives and deep understanding of the industry have not only educated countless readers but has also contributed to introducing practical strategies utilizing housing wealth with a reverse mortgage.

Shannon’s journey into the world of reverse mortgages began in 2002 as an originator and his prior work in the financial services industry. Shannon has been covering reverse mortgage news stories since 2008 when he launched the podcast HECMWorld Weekly. Later, in 2010 he began producing the weekly video series The Industry Leader Update and Friday’s Food for Thought.

Readers wishing to submit stories or interview requests can reach our team at: info@hecmworld.com.