Morty Sales Guiding Principles and Goals

The Consumer Advocate that converts in the short term with an eye for the longer term vision and strategy:

  • Simplify and help homebuyers navigate the Morty platform, the mortgage process and their home purchase. 
  • Field warm/inbound engagements and questions from new leads, and maintain the relationship until they are Making an Offer or In Contract and ready to transact on their mortgage.
  • Help consumers get out of their own way. Countless homebuyers make purchase and mortgage decisions based upon lack of preparation and misunderstood or limited information.
  • Provide all other active users with the info and expertise to help point them in the right direction within the mortgage ecosystem, even if they are not a fit for Morty.
  • Provides the customers with valuable information and knowledge (Can monetize in the future)
  • Opens the possibility to referrals
  • Online Reviews help drive conversion, can come from people at any stage of the User Journey
  • Practice proactive Sales Conversion where you are constantly working to identify new opportunities. Consider the following:
  • How do we expand our Core Target Audience?
  • How do we increase conversion within segments we already service well?
  • How do we increase conversion in low performing segments of the existing lead base?
  • How do we bring in more customers via new channels?