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Modern Lending
Playbook
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Modules

01
Brand
Check this module
05
Lead Management
Check this module
02
Digital Marketing
Check this module
06
Consultation & Quoting
Check this module
03
Local Marketing
Check this module
07
Mortgage CX
Check this module
04
Referral Partners
Check this module
08
Relationship For Life
Check this module

Learn how to manage your leads better with the Modern Lending Playbook

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VIDEO 01/02
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02/02: Evolve
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6. Consultation & Quoting

5. Lead Management

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melloCRM
This module introduces key concepts and strategies to manage leads with effectiveness and success.


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