About
With over two decades of professional experience, my core competencies in Customer…
Articles by Scott
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How to Prepare Your Sales Team for a New WFH Normal
How to Prepare Your Sales Team for a New WFH Normal
By Scott Payne
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Customer Experience Screening Introduction
Customer Experience Screening Introduction
By Scott Payne
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Using your Sales "SWAT Team" to Maximize Lead Opportunities
Using your Sales "SWAT Team" to Maximize Lead Opportunities
By Scott Payne
Contributions
Activity
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🤙Meaningful Conversations🤙 Instead of tracking sales calls, track meaningful conversations. 🤗 👬The L.O. leads with questions to understand the…
🤙Meaningful Conversations🤙 Instead of tracking sales calls, track meaningful conversations. 🤗 👬The L.O. leads with questions to understand the…
Liked by Scott Payne
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National DOG day! I have to give a shout out to Ivan, also known as: -Ivanator - Pony boy, our furry ball of joy He was the fluff I never knew I…
National DOG day! I have to give a shout out to Ivan, also known as: -Ivanator - Pony boy, our furry ball of joy He was the fluff I never knew I…
Liked by Scott Payne
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My daughter, Lynsey, is kicking off her sophomore year at NYU, and I have to say, I'm in awe of how incredible both my daughters are doing. My heart…
My daughter, Lynsey, is kicking off her sophomore year at NYU, and I have to say, I'm in awe of how incredible both my daughters are doing. My heart…
Liked by Scott Payne
Experience
Education
Publications
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The Real End of the Rainbow
Scotsman Guide
It’s hard work to convert leads into paying clients. It would be a waste to subsequently watch competitors realize the full lifetime value of your borrowers.
But therein lies an opportunity for mortgage originators. Through strategic partnerships, originators are better able than ever before to identify, remarket and recapture past clients.Other authorsSee publication -
How to Create a Lead Experience That Converts
Velocify Blog
When your sales team receives an online inquiry, what does the lead experience look like? How are your reps following up? What are they saying? Every sales leader wants to create a contact strategy that yields the best results. They visualize the perfect transaction—one that delivers the optimal customer experience and shortens the distance from lead to conversion. To truly understand the lead experience your team is delivering, it’s important to keep a finger on the pulse of what your…
When your sales team receives an online inquiry, what does the lead experience look like? How are your reps following up? What are they saying? Every sales leader wants to create a contact strategy that yields the best results. They visualize the perfect transaction—one that delivers the optimal customer experience and shortens the distance from lead to conversion. To truly understand the lead experience your team is delivering, it’s important to keep a finger on the pulse of what your follow-up looks like. Here are three steps to consider when creating a lead experience that converts.
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Lead Management Systems and LOS: A Marriage Made in Heaven
National Mortgage Professional Magazine
Creating a happy union between two technologies that don’t typically get along
At one time or another, many of us have heard of an impending marriage and suspected it may not work out. Of course, love is often blind, and those closest to the matter are unable to see clearly enough to predict their future. The marriage of software technologies can be no different, and in our industry, we’re seeing a lot of compatibility problems right now.
To deal with compliance costs and lagging…Creating a happy union between two technologies that don’t typically get along
At one time or another, many of us have heard of an impending marriage and suspected it may not work out. Of course, love is often blind, and those closest to the matter are unable to see clearly enough to predict their future. The marriage of software technologies can be no different, and in our industry, we’re seeing a lot of compatibility problems right now.
To deal with compliance costs and lagging volumes, a growing number of lenders are turning to lead management software for help. Besides being an investment in new business, lead management systems can provide consistency to a lender’s branding campaigns. The problem is that most lead management solutions don’t work well with most LOS systems. The reasons why are very similar to the reasons why many marriages don’t work. And the problems are so significant that these unions often end poorly.
Unfortunately, I’ve seen a lot of these sort of “toxic” relationships up close. But I also see how they can work. From my perspective, I’ve identified the characteristics that a healthy marriage between lead management and LOS software should have.
Honors & Awards
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2023 HW Tech Trendsetter
HousingWire
As the former founder and CEO of SDP Solutions — recently acquired by Shape Software — and host of the Lead Management Masterminds podcast, Scott Payne has collaborated with more than 100 clients on lead management projects, providing consulting and innovative solutions. As part of a long-term consulting agreement with GoodLeap (formerly LoanPal), he earned ICE Mortgage Technology’s 2021 Innovation Award for Outstanding Customer Engagement.
With a dedicated passion for lead management…As the former founder and CEO of SDP Solutions — recently acquired by Shape Software — and host of the Lead Management Masterminds podcast, Scott Payne has collaborated with more than 100 clients on lead management projects, providing consulting and innovative solutions. As part of a long-term consulting agreement with GoodLeap (formerly LoanPal), he earned ICE Mortgage Technology’s 2021 Innovation Award for Outstanding Customer Engagement.
With a dedicated passion for lead management, Payne guides his clients to achieve better results through his savvy recommendations and creative strategies. In fact, several clients point to Payne’s expert guidance and implementations as a contributing factor in their survival over the past year’s challenging mortgage market conditions.
Following the recent acquisition by Shape Software, Payne has been named chief product officer and president of Shape Professional Services. In this capacity, he will bring unmatched expertise and continue to foster ongoing growth for Shape’s extensive user base of more than 78,000.
Through SDP Solutions and now Shape Software, Payne regularly conducts thorough assessments of the client’s current operations and analyzes key performance indicators. This forms the basis for setting clear, measurable business objectives. Payne then delivers a customized strategic plan, optimizing processes and workflows while integrating cutting-edge solutions and technologies.
Payne demonstrates his value by increasing ROI and showing the positive impact of his innovations that lead to sustained business growth for his clients.
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I haven’t had my game day shirt on in over six weeks…it was a nice break, but I’m excited to be back in the game today! Three and a half hours of…
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"A walk in Paris will provide lessons in history, beauty and in the point of life." - Thomas Jefferson. Isabel is all moved in and ready for her…
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On Thursday, August 29, I’ll post a video… For the 500th day in a row. Thats not the point of this post, though. The streak started on 4/17/2023…
On Thursday, August 29, I’ll post a video… For the 500th day in a row. Thats not the point of this post, though. The streak started on 4/17/2023…
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I am a strong advocate for bringing some personal sides of your life to your professional social media brand. Wanted to take a second and practice…
I am a strong advocate for bringing some personal sides of your life to your professional social media brand. Wanted to take a second and practice…
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"Choose to have a life of joy even when things don't go as planned." Show the courage needed to fight through and overcome any of the challenges you…
"Choose to have a life of joy even when things don't go as planned." Show the courage needed to fight through and overcome any of the challenges you…
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