Eight Best Marketing Practices to Fund New Loans Faster

Join our expert panelists to learn which best marketing practices will help you get to your customer quickly with your best offer – and win their business for another loan term.

engage.marketing event: All eyes on purchase

To help power your business forward, we’re bringing together the smartest minds in purchase mortgage marketing to share the insights, tactics and strategies that set leaders apart.

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2021 Agent Rankings now live

Today RealTrends + Tom Ferry announce the 16th annual The Thousand of America's top 1,000 real estate sales and professionals and teams.

Sponsored Content

Caliber Home Loans provides local account executives across the U.S.

Caliber Reconnect program helps brokers stay in touch with clients

As the wholesale channel continues to flourish within the mortgage industry, Caliber Home Loans, Inc. ramps up broker investment, providing clients local account executives, tools to stay connected with past clients and a full line of loan products. With over 120 account executives across the country and five operation centers nationwide, brokers working with Caliber Wholesale benefit from local experts.

“With our five operation sites spread out throughout the country, we’re able to provide our expertise in the marketplace where our brokers are for the fulfillment of the loans,” said Caliber’s Executive Vice President of Wholesale Lending John Gibson. “And I think that’s extremely important in today’s marketplace.”

Brokers benefit from a relationship and expertise in a number of areas with their local account executive. Every Caliber Wholesale account executive is:

  • Product expertise: Educated on all Caliber loan programs to help brokers provide the best option for each client’s home financing needs
  • Local market knowledge: Tenured industry experts who’ve worked in the area for years, understands this real estate market, home buyer statistics, and how home values have changed
  • Industry experience: Familiar with ups and downs of the cyclical mortgage business and can help brokers do the same

“We have one of the most seasoned sales team in the country and it’s a distributed sales team, so our salespeople are in the local marketplaces with their brokers. They’ve been in those marketplaces for a very long time — in most cases, most of their entire career. That market knowledge and expertise transfers to the efficiency of what they provide to the client,” Gibson said.

Caliber Wholesale is focused on supporting purchase business. A majority of the loans they fund – often as much as 74% — are purchase loans, as of May 2019. Caliber’s wholesale business partners also benefit from the company’s product portfolio, which includes conventional, government, jumbo and an exclusive suite of non-agency options called Caliber Portfolio Loans.

In continuous efforts to keep brokers connected with previous customers, Caliber created a program that provides opportunities for brokers to stay in-touch with clients, Caliber Reconnect.

The Caliber Reconnect program notifies brokers when past clients list their home, are likely to purchase within 24 hours and are likely to purchase or refinance in the next 90 days. With the goal to keep business partners in touch with past borrowers, Caliber continues to evolve the Caliber Reconnect program. Earlier this year, Caliber Wholesale expanded the Reconnect program to notify Business Partners when their past borrowers show a propensity to refinance.

“We’re excited about the growth of the wholesale sales channel within the mortgage industry, and to be a part of that,” Caliber CEO Sanjiv Das said. “We plan to grow our product portfolio and our Reconnect program. We want our product lines to be current so we can help our brokers continue to meet the needs of today’s buyers.”

Sanjiv Das, Chief Executive Officer

Sanjiv Das is a senior financial executive with 30 years of extensive experience in consumer banking and capital markets. Das has successfully led numerous companies in both growth and turnaround positions. Before Das’ current role as CEO of Caliber Home Loans, he served as CEO of CitiMortgage. He has leveraged his deep experience in hypercompetitive markets, consumers and regulation to position Caliber as one of the most responsible large mortgage companies in the United States.

John Gibson, Executive Vice President, Wholesale Lending

John Gibson is responsible for strategic planning to exceed the Wholesale division’s corporate goals while developing best-in-class sales teams. Prior to joining Caliber in 2011, Gibson held several VP and SVP positions with national banks.

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