Leading off Season 1 of Batting 1,000 with Dale Vermillion is none other than long-time friend and industry insider, Scott Payne. Scott is the Founder & CEO of SDP Solutions, a lead management consulting company that helps lenders and loan officers optimize their lead conversion metrics and automated communications. Prior to starting his own business Scott served as VP of Originations at NationStar for 10 years before joining the HomeCaptain team as a Vide President. Scott's background in the industry is extensive, making him one of the leading experts on CRM and an invaluable resource for anyone looking automate their tech stack.
In this Episode
In this episode, Dale & Scott discuss... The importance of prioritizing opportunities on a daily basis for sales and service teams Leveraging a CRM to automate prioritization and personalized borrower communications Pairing white glove customer service with technology to deliver an unparalleled customer experience Key considerations for optimizing conversion rates on internet-based leads and partner referrals The importance of having trustworthy mentors to guide you toward greater personal and professional success
[00:01 - 02:38] Opening SegmentIntroducing Batting 1,000 Introducing Scott Payne, CEO of SDP Solutions
[02:38 - 37:38] Main SegmentBest-in-class lead management Hitting the reset button Delivering a great customer experience Prioritization, leads, and loans Maximize every hour in the day Why 'speed to lead' still matters Calculating a 'Borrower Engagement Score' Delivering a high-tech, high-touch experience Avoiding the mistake most lenders make The best time to contact prospects Keys to converting internet leads Keys to converting partner referrals Why you can't afford to be a 'Link Pusher' The art of scheduling calls with customers Adopting and adapting technology Scott's secret sauce for peak production Why outbounding matters The number one thing leaders need to keep in mind
[42:30 - 50:18] Closing SegmentThe Key to Scott’s success Finding trustworthy mentors Scott's latest and greatest project Scott's parting thoughts
Soundbites"You can build good rapport really quickly with a customer, and build that trust so that they can....get through the application.” — Scott Payne “Everyone has their own calendar, and they're really busy throughout the day, we want to make sure we block people's time.” — Scott Payne “You have to have some sort of prioritization, even if you don't have that lead management system doing it for you. ” — Scott Payne
CONNECT WITH SCOTT PAYNEhttps://linkedin.com/in/sdpsolutions1/ (Connect with Scott on LinkedIn) https://sdp-solutions.com/ (Get a FREE Consult from SDP Solutions)
CONNECT WITH DALE VERMILLIONhttps://linktr.ee/dalevermillion (https://linktr.ee/dalevermillion)
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