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Zenith Dealer Solutions Blog

Grace Forelle

Recent Posts by Grace Forelle:

How To: Develop a Call Coaching Form for your Loan Officers

Coaching is the development of a person by another individual called a coach. In order to provide training and guidance in a consistent fashion, we need actual examples to discuss and we need a standardized form to support that discussion. Follow this six-step process to ensure consistent measurement for improvement:

Topics: finance Sales listen Employee Development Customer Experience Culture Empathy mortgage trusted advisor

Qortel Texting Best Practices

So… You’re Expanding into Texting

We are all texting in business and your office is no exception. Qortel hears loan officers talk about texting with clients on virtually every call that involves pulling credit. It’s great for validating who the loan officer is. It is great for follow-up. You get it! You are likely thinking about diving into texting on your inbound campaigns.

Topics: finance Sales