Project Description

Home Loan Sales
Our client wanted to increase the revenue brought in from sales the team managing their direct mortgages. Success! They had a 180% revenue increase in applications for the best single week result in two years.

We developed a program specifically for them, using our continuous improvement model. This included classroom training focussing on best practice needs-based sales for the frontline consultants, a team leader coach the coach program, and a best practice quality monitoring program.

We provided ongoing support in the form of direct on the job coaching of frontline staff to help them integrate and practice the skills they’d learned in classroom training. Additionally, weekly telephone role-plays with feedback and development plans were also introduced.

“This continues a great start to the year, and keeps us well on track to achieve our teams’ objectives for the year. I know most of you have spent some time recently in coaching sessions with 5 Degrees, and it’s great to see this effort start to flow through into your results… please continue to make the most of these opportunities”
Head of Direct Mortgage Sales