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Lender For Life: Key Client Lists in Homebot

Session Overview:

In our first session, you’ll discover how to:

🎯 Harness Homebot’s Key Client Lists to build a laser‑focused call list

🔍 Stop digging through your CRM like it’s a haystack—find your hottest past clients and top prospects in seconds

💰 Connect at exactly the right moment to close more loans without waiting on agent referrals

Not on Homebot yet? No problem! You’ll still walk away with crystal‑clear insights on how Homebot supercharges your follow‑up game. It’s never too late to sign up for this engaging platform.


Note: If you do not see an invite on your Outlook calendar, please contact mortgagemarketing@swbc.com to be added.

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July 23

Sales Power Weekly: Value of Reputation