Video for Sales
Elevating Mid-Tier AEs
Activating Dormant Brokers
100

This online tool allows AEs to send emails to their clients with video messages.

What is BombBomb?

100

An AE that works all day on loan level issues and doesn't accomplish anything that they intended to needs help with this skill.

What is time management?

100

This is the easy way to get a client to submit a loan.  Every AE asks their DVP for these.

What is a pricing bonus?

200

An AE can use this Microsoft product to share their screen and hold live demonstrations of Blueprint.

What is Teams?

200

A DVP should do this to evaluate an AE's skills and coach them appropriately.

What are joint sales calls/shadowing?

200

This series of products allows for loan attributes and documentation methods outside of agency guidelines.  They're not so dumb.

What is SmartSeries?

300

An alternative to MS Teams that many brokers use to hold meetings and online information sharing.

What is Zoom?

300

An AE would grow this by getting at least one additional loan from additional brokers.

What is "Broker Base?"

300

He differentiates Caliber by elevating our ability to help brokers close more VA loans.  He's a Major asset.

Who is Jeff Wilson?