What can RMI do for Wholesale Lenders?
RMI’s Wholesale Activity Reports (WAR) empower broker acquisition and retention efforts.
Capturing broker business is tough work and keeping current clients happy can be even tougher. How do you know your team is doing a good job? Our Wholesale Activity Report shows how you every broker’s volume and which wholesale lenders are capturing it – including you! This detail gives your sales team marching orders for capturing existing client loan volumes and targeting high potential brokers as new clients.
Don’t guess at your clients’ loyalty or your team’s market share. Know it.
“RMI is my go-to source for market trends and opportunities. I highly recommend them to all serious reverse mortgage executives.”
– Sherry Apanay, Chief Sales Officer, Urban Financial of America
- How much of your broker client’s volume are you receiving?
- Where are their other loans going?
- Which brokers should you target for future business growth?
- How many brokers fit your ideal volume profile?
- How much volume is in your target profile?
To track by customer or each of your account executives, this is your market share solution.
- Option A: Standard report, includes broker and wholesale detail reporting for all 50 states
- $500 per month, prepaid annual subscription ($6,000 for 12 months)
- Option B: Customized report, aligns broker and wholesale detail reporting for your sales territory structure
- $650 per month, prepaid annual subscription ($7,800 for 12 months)