waterstone-sales

Take Your Business to the Next Level

As a loan originator, your success is a top priority. Here at Waterstone Mortgage, our sales-focused culture ensures you will receive outstanding support and ongoing training to help you grow professionally.

From our Momentum Sales Conference (where you can collaborate with and learn sales strategies from top producers in the company) to the Volume Recognition Awards (given monthly to loan originators who reach volume milestones), the learning opportunities – and the rewards – are continuous. We also aim to provide memorable travel experiences. Earlier this year Waterstone Mortgage top producers visited Fannie Mae (pictured above), Freddie Mac and the Mortgage Banking Association to discuss the future of the industry.

Events and opportunities such as these are important to Waterstone Mortgage’s culture. We are always willing and ready to help our loan originators get the training and education they desire to further their sales goals. 

A few other examples of our dedication to sales support include:

  • Marketing Connection: Our monthly marketing webinar that outlines everything you need to execute an effective marketing plan, including customer relationship management strategies, lead generation strategies, social media content, direct mail options, Lunch & Learn event presentations, and more. Each month on the Marketing Connection, the marketing team collaborates with an originator or industry professional, who provides insight and guidance on how they use a specific tool, implemented a sales strategy, or sold a specific loan program.
  • Connect: Our proprietary Connect app lets loan originators access their Encompass files from anywhere, at any time. Connect also helps originators monitor their pipeline, send updates to in-process clients, set and monitor sales goals, and compare their production to their peers. 
  • Agent Connect: Agent Connect is an invaluable tool for building Realtor relationships. Agent Connect gives Realtors access to their buyer's loan file status and pre-approval letters. 
  • Presentation Tools: Waterstone Mortgage loan originators have access to Mortgage Coach and MBS Highway, ensuring they have the information and tools necessary to help a borrower made smart financing decisions. 
  • CRM: Our CRM system helps loan originators stay in front of their customers and Realtors with little to no effort and allows them to spend more time prospecting and building relationships. Our CRM is integrated with Encompass and Optimal Blue, streamlining data updates and ensuring a better customer experience.

When you join Waterstone Mortgage’s team of elite loan originators, you’ll receive guidance from the company’s top producers and your managers. With this support, your business can grow exponentially. 

Waterstone Mortgage gives me the tools and resources I need to close loans quickly. I've even closed a loan in as little as two weeks - from application to closing. Typically, my loans don't take any longer than 21 days.
- Travis Howard, Waterstone Mortgage Branch Manager – Southlake, Texas
 

Fill out the brief form to learn more about our sales-based culture and how Waterstone Mortgage can help you grow your loan origination business. 

Equal Opportunity Employer.