Lender Lead Summit Details

Summit Logo Lender Lead Solutions has been busy lately and it all started with being acquired by KBC Bank of Belgium.  Soon after the announcement we saw new products and heard about new television campaigns with Robert Wagner.  Even with all of this going on LLS put a new event on for some of their top brokers called the Summit in Monterey Bay, California.  I was lucky enough to get an invite to hear about all the changes and releases that LLS has planned. 

The idea behind the summit was to get feedback from clients and hear first hand what we wanted from them.  We also got the chance to see first hand at some of the new things that LLS has planned… here are some of the things we got to see:

  • New Product Details – We were the first to see the details of the Simple60 and we also received in depth training on other new products like the Equity Advantage and the soon to be released Fixed HECM. 
  • Sneak Peak of the new Robert Wagner commercials –  The videos look great and the new DVD seniors will receive got a great response from all the summit attendees.
  • New Customer Relationship Manager – we got to see some of the new enhancements of LLS new CRM, but we also spent a lot of time giving feedback on what we wanted to see.

On top of all of that we received training on how to better manage loans in your pipeline with the current CRM that LLS provides.  CEO David Peskin took the tiime to go over with all of us the different methods that he has had success iwth and he listened to how other attendess havehad success.

Overall the Summit was a huge success.  It was great getting to meet the people that run LLS and spend time outside of the work environment… If I forget anyone I appologize, Thank you… Meaghan, Tom, David, Joe, Jean, Chris, and everyone else who helped put on the great even.

See everyone at NRMLA!

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