The Optimal Sales Process for Today's Digital Broker

The Optimal Sales Process

In today’s world, customer experience is king. Digital, customized, and holistic; a good customer experience is the difference between repeat business and churn.

From lead generation to closing, Canadian Mortgage Professionals need a succinct and modern sales process in order to achieve the experience today’s modern client expects.

Featuring multiple mortgage broker of the year award winner James Loewen, Founder of Loewen Group, this webinar will map out the ideal sales process and pitch, and how to deliver a best in class client experience.

The Optimal Sales Process for Today's Digital Broker
When: On Demand (Watch in your own time)
Duration: 45min + live Q&A 


Watch this webinar to learn:

  • The ideal sales process and pitch
  • Key steps for taking a client from interested in working with you, to committed
  • What you can offer that banks can’t
  • How to streamline your process and save hours of time, from automated document collection and automatically creating your submission notes

Watch the Webinar

Featured Speakers


James Loewen

Loewen Mortgage Group

Greg Williamson

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Frank Bessette

Sales Director