Jim Deitch, CEO of Teraverde Management Advisors - Episode 15 - Lead Management Masterminds Podcast
Update: 2021-02-25
Description
Jim Deitch, CEO and Co-Founder at Teraverde Management Advisors, kicks off Season 2 to provide his insights into the mortgage lead management world. Jim and I reflect on the lessons learned from 2020 and how an "It Comes To You" economy has affected the mortgage industry. We also get our crystal ball out to make our 2021 predictions and discuss what steps lenders need to be taking now to end 2021 on a high note, including how lenders need to already be in the process of implementing their "PPP" (Purchase Preparedness Plan). Lastly, Jim shares his insights into Teraverde's Coheus reporting platform and how the newest addition of Velocify real-time data into the platform gives lenders a 360 degree view of their business.
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