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
Select your day & time
Mondays 8:00 a.m. Pacific / 11:00 a.m. Eastern
Mondays 10:00 a.m. Pacific / 1:00 p.m. Eastern
Tuesdays 1:00 p.m. Pacific / 4:00 p.m. Eastern
Tuesdays 3:00 p.m. Pacific / 7:00 p.m. Eastern
Wednesdays  8:00 a.m. Pacific / 11:00 a.m. Eastern
Wednesdays 10:00 a.m. Pacific / 1:00 p.m. Eastern
Thursdays 1:00 p.m. Pacific / 4:00 p.m. Eastern
Thursdays 3:00 p.m. Pacific / 7:00 p.m. Eastern
Fridays 8:00 a.m. Pacific / 11:00 a.m. Eastern
Fridays 10:00 a.m. Pacific / 1:00 p.m. Eastern
Saturdays 1:00 p.m. Pacific / 4:00 p.m. Eastern
Sales Engine 202: Power Users
Select your day & time
Mondays 9:00 a.m. Pacific / 12:00 p.m. Eastern
Mondays 11:00 a.m. Pacific / 2:00 p.m. Eastern
Tuesdays 2:00 p.m. Pacific / 5:00 p.m. Eastern
Tuesdays 4:00 p.m. Pacific / 7:00 p.m. Eastern
Wednesdays  9:00 a.m. Pacific / 12:00 p.m. Eastern
Wednesdays 11:00 a.m. Pacific / 2:00 p.m. Eastern
Thursdays 2:00 p.m. Pacific / 5:00 p.m. Eastern
Thursdays 4:00 p.m. Pacific / 7:00 p.m. Eastern
Fridays 9:00 a.m. Pacific / 12:00 p.m. Eastern
Fridays 11:00 a.m. Pacific / 2:00 p.m. Eastern
Saturdays 2:00 p.m. Pacific / 5:00 p.m. Eastern
SE Training Sessions will cover the following:
- Managing lead records
- 3 things you should be doing with every record
- 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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