Episode 157: Lead Generation for Consumer Direct

Mortgage Manager Playbook by Pat Sherlock

Episode notes

Daniela Bigalli, SVP, Sales and Marketing at Homestead Funding Corp. talks about Lead Generation for Consumer Direct. Highlights include: review asset allocation; try smaller testing pilots; the importance of being in front of client first; speed to contact and team must believe in strategic mission. Daniela has been in the mortgage industry for 18 years and you will enjoying her very insightful comments on lead generation.