Lender Strategies Archives

Use this checklist for lead prioritization to audit and maximize your conversion rates.

Anupam Tripathi February 28, 2025

Use this checklist for Email Marketing to audit your campaigns and ensure every send is optimized for results.

Anupam Tripathi February 28, 2025

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

Use this checklist for ITA strategy session to ensure your campaigns are built for long-term, measurable success.

Anupam Tripathi February 28, 2025

Use this checklist for retention to audit your efforts, refine your strategy, and drive better portfolio recapture.

Anupam Tripathi February 28, 2025

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

Use this checklist for credit triggers to ensure your program isn’t just generating leads—it’s generating loans.

Anupam Tripathi February 28, 2025

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

Explore essential lessons in mortgage marketing, applying the theory of differentiation to meet diverse borrower needs.

Anupam Tripathi July 3, 2024

Discover how data-driven mortgage planning can enhance lead conversion, mortgage recapture and marketing ROI.

Anupam Tripathi June 28, 2024