Inside Sales

• The primary objective of the Inside Sales Specialist is to contact previous customers and prequalified borrowers via outreach sales calls, emails, text messages, etc. to keep in touch, solicit referrals, solicit new applications, and ask how servicing is being handled.
• Follow-up and maintain contact with all borrowers who have applied for a prequalification until they find their home and apply for the mortgage financing.
• Contact previous customers to solicit future refinance or purchase business via purposeful contact attempts that provide value to the customer.
• Take applications as needed or direct the borrower to apply on our website.
• Communicate with borrowers throughout the application to closing phase, providing updates on loan progress and answering questions about the process.
• Follow-up with borrowers who have not completed the application process to answer their questions and encourage them to apply by providing information that implies necessary action such as rates are down, home prices have settled, special offer, etc.
• Utilize the computer through Encompass for communication and access of daily rates, credit reports, automated underwriting responses, and transmitting the loan to processing in addition, utilize ERMA (CRM system), Microsoft Co-Pilot, and other technology as appropriate to further position and company goals.
• Analyze borrower’s financial status, credit, and property evaluations to determine feasibility of granting the mortgage loan.
• Schedule meetings between the borrower and Mortgage Specialist to review options.
• Continuously track results from all contact and contact attempts with previous customers via identified systems and update management as requested regarding progress.
• Handle customer complaints and take appropriate action to resolve them.
• Maintain high levels of customer service while managing each applicant's and support staff's expectations.
• Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines.
• Maintain compliance with all Federal and State regulations, uphold our code of ethics, and complete annual state-specific Continuing Education requirements to maintain licensure in each applicable state.
• Support the company’s strong relationship of “raving fan service” culture through on-going customer contact, quality customer service, and superior product knowledge.

Inside Sales – Mortgages

Inside Sales, Prospecting

Sales Development Program – Inside Sales