Home Mortgage Mortgage trade veteran channels a long time of expertise into new lead conversion software

Mortgage trade veteran channels a long time of expertise into new lead conversion software

Mortgage trade veteran channels a long time of expertise into new lead conversion software


Russ Morrison spent 25 years as a mortgage dealer honing his lead conversion technique, and the final three and a half constructing a software program program that may do the identical for others.

Now his creation, Tactical Mortgage Options, is on the market to brokers throughout Canada. The digital software helps brokers current shoppers with the total spectrum of borrowing choices, gives a street map for all consumer interactions and technique classes, and organizes all of it into a sturdy consumer administration platform.

“It is a calculator, sure, however principally it’s a course of, and what it does is it will increase the prospect {that a} dealer can be profitable,” says Morrison, who can also be the proprietor, founder, and senior mortgage dealer of the Morrison Mortgage Workforce.

“The platform is exclusive and customized to each subscriber; the dashboard consists of 5 methods, that are all associated to why shoppers search recommendation from mortgage brokers.,” he added.

These technique classes embrace house buy, house sale and buy, house refinance, mortgage renewal/switch, and rental property buy. “Each creates a strategic plan for Canadian shoppers to ensure they’re making the precise alternative,” Morrison says.

Inside every subheading is a sequence of session outlines to information conversations with shoppers, present key knowledge based mostly on their distinctive wants, and supply side-by-side comparisons of varied financing choices, together with different key data.

Brokers can now join a free trial and Technique Classes are at the moment out there to customers in British Columbia, Alberta and Ontario. Morrison says the software program can be up to date to incorporate tax and regulatory eventualities for all remaining provinces earlier than the top of the quarter.

Rising by means of strategic partnerships

Tactical Mortgage Options has additionally established a licensing settlement with TMG The Mortgage Group — by way of its expertise supplier, Unison Software program — which is able to quickly present a model of the software program by means of its Hurricane platform.

“It creates a file of the discussions that you’d have had by means of the varied eventualities, in order that you may get the consumer to some extent that made monetary sense to them with a plan earlier than you began the appliance,” says Paul Taylor, the President and CEO of Unison Software program, which owns and operates TMG’s Hurricane platform.

Taylor says that when Unison bought Hurricane from TMG and leased it again to the dealer community in 2022, the group surveyed TMG’s members to discover the sorts of performance they needed to see sooner or later. The primary request, in keeping with Taylor, was a state of affairs builder.

“Once I began speaking to Russ, it was fairly obvious that the product that he has managed all of that, and even did just a few different issues,” he says. “It was an amazing time saver and only a actually good software to help dealer and consumer communications — and the life journey of the transaction — as a result of it places everyone on the identical web page proper out of the gate.”

Tactical Mortgage Options can be absolutely built-in into the Hurricane platform as quickly because it is able to handle consumer eventualities from coast to coast, which Taylor anticipates is imminent.

At that time brokers within the TMG community will be capable to make the most of its performance as a part of the Hurricane platform, quite than a standalone software.

Morrison provides that he’s hoping to accomplice with different dealer networks sooner or later however emphasizes that anybody can entry the software on their very own.

His hope is that Tactical Mortgage Options finally permits Canada’s dealer neighborhood to higher compete with the massive banks.

“If we will align ourselves with our shoppers and create a deep {and professional} expertise we will develop our market share; that’s my objective,” he mentioned. “I like educating, I like teaching, and that is one thing I hope and really feel strongly will assist brokers be extra profitable, as a result of it has labored for me.”



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