EPISODE · Aug 17, 2023 · 28 MIN
E1: Deal Desks- What Are They, and Why Implement Them?
from Mortgage Tech Talks · host Tom Hall
Deal Desks are starting to gain serious traction in Canada. A Deal Desk is a central hub where agents send in live deals for underwriting while still hustling on the sales front. It's a win-win for brokerages and agents- optimizing admin work and letting agents do what they do best – connect with clients and brokers. Of course, you gotta have some slick tech to run these Deal Desks smoothly. In this episode, we dig into these benefits and what to consider (and watch-out for) when implementing a Deal Desk system. Follow our hosts https://www.linkedin.com/in/tomhall8/ https://www.instagram.com/mortgage_tech_tom/ Subscribe to our newsletter https://mortgagetechtalks.substack.com/
What this episode covers
Deal Desks are starting to gain serious traction in Canada. A Deal Desk is a central hub where agents send in live deals for underwriting while still hustling on the sales front. It's a win-win for brokerages and agents- optimizing admin work and letting agents do what they do best – connect with clients and brokers. Of course, you gotta have some slick tech to run these Deal Desks smoothly. In this episode, we dig into these benefits and what to consider (and watch-out for) when implementing a Deal Desk system. Follow our hosts https://www.linkedin.com/in/tomhall8/ https://www.instagram.com/mortgage_tech_tom/ Subscribe to our newsletter https://mortgagetechtalks.substack.com/
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E1: Deal Desks- What Are They, and Why Implement Them?
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