What is the Mortgage Moment of Truth?

Moment of truth (MOT) in marketing, is the moment when a customer/user interacts with a brand, product or service to form or change an impression about that particular brand, product or service.


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The Moment of Truth happens throughout the customer journey. The first moment of truth happens in the blink of an eye; you only get one chance to make a first impression. Velma has developed engaging contact strategies to ensure every opportunity, every moment of truth is optimized.

Velma Process

Estimate the revenue bump for your company

Change the default values below and see the results on the right.

Total loan officers
Contacts (prospects and past clients) per Loan Officer
Years between needing mortgage services
Contacts who refer Loan Officers to friends
Contacts who think of their Loan Officer organically
Contacts who think of their Loan Officer after relationship marketing
Close rate
Average revenue per loan

Your Results:

Opportunities with existing contacts:
Revenue bump per Loan Officer:
Total Revenue Bump:

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Velma delivers value beyond relationship marketing.

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Velma was founded in 2006 specifically to build stronger relationships. And it's more true today than ever – relationship marketing is the lowest cost and most effective way to build your business.

Keys to success

Focus on relationship quality

Valuable content

Build your brand

  • Consistent, professional brand on each piece
  • Personalize and be yourself
  • Have fun. Relationships are with people!

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for your company

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