Checklist for Lead Prioritization: When Scores Are Not Effective
Use this checklist for lead prioritization to audit and maximize your conversion rates.
Anupam Tripathi
February 28, 2025
Day: February 28, 2025
Checklist for Email Marketing: When Open Rates Don’t Reflect in Clicks or Conversions
Use this checklist for Email Marketing to audit your campaigns and ensure every send is optimized for results.
Anupam Tripathi
February 28, 2025
Checklist for CRM Performance Evaluation in Mortgage Lending
Before considering another expensive migration, use this checklist for CRM performance to allow the system to work for you, not the other way around.
Anupam Tripathi
February 28, 2025
Checklist for ITA Acquisition Direct Mail Program
Use this checklist for ITA strategy session to ensure your campaigns are built for long-term, measurable success.
Anupam Tripathi
February 28, 2025
Checklist for Retention Strategy to Maximize Portfolio Recapture
Use this checklist for retention to audit your efforts, refine your strategy, and drive better portfolio recapture.
Anupam Tripathi
February 28, 2025
Checklist For Social & Web Content Engagement Review
Use this checklist in your next content performance review to ensure your social and web efforts drive real business impact.
Anupam Tripathi
February 28, 2025
Checklist for Credit Triggers or Prescreen Program Design and Automation
Use this checklist for credit triggers to ensure your program isn’t just generating leads—it’s generating loans.
Anupam Tripathi
February 28, 2025
Checklist For Digital Ad Spend Review
Use this checklist for Digital Ads in your next review to ensure your budget is optimized for results, not just activity.
Anupam Tripathi
February 28, 2025
From Disconnected Tools to Data-Driven Decisions: Completing the Mortgage Data Puzzle
Mortgage lenders use many tools, and disconnected data creates blind spots. Learn how to fit the data puzzle together for smarter insights. Solve for decision support and not another technology platform.
Anupam Tripathi
February 28, 2025