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Zenith Dealer Solutions Blog

CRM’S TELL YOU WHEN TO ENGAGE. HERE’S HOW TO ENGAGE AND WHAT TO SAY.

To create trust, demonstrate high character and competence by following these three rules:

Topics: CRM Interaction mortgage relationship building

Qortel Saves the Day

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Topics: interactive voice response call monitoring relationship building

MORTGAGE CUSTOMERS ASK ABOUT THE BANK AND THEIR PROGRAMS MORE OFTEN THAN THEY ASK ABOUT PRICE!


“Why did you mail me?” is a common opening question revealing that you caught the customers interest…now what? Dedicate yourself to the phone and to a process that ensures you’re prepared to answer all of your callers questions before they ask them!

Topics: call monitoring mortgage trusted advisor relationship building