Shifting to Consumer Direct: A Quick-start Sales & Marketing Plan for Mortgage Lenders

My personal playbook for transitioning from traditional branch model to a consumer direct lending model

Welcome to my quick start sales and marketing guide for mortgage lenders!

Probably more accurately, this is my framework for evolving traditional, but swiftly growing, mortgage lenders into consumer direct lenders.

This is the actual template that I start with when designing a digital strategy for a new mortgage lender or lead generation client. 

I use thi…