Sales Engine Training Webinars

Shannon Hicks June 1, 2015 0

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

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Sales Engine 202: Power Users

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SE Training Sessions will cover the following:

  • Managing lead records
  • 3 things you should be doing with every record
    Reverse Mortgage Professional Sales Engine
  • 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

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