IN THIS LESSON

Strategic Financial Services- Teams that call on high level customers (Chase, Citi Bank, Wells Fargo)
Alternative Finance and Fin Techs
Teams that call on companies like SoFi, Best Egg, Prosper, etc.
That’s us!
S- Sales Agents
C- Credit Union
E- Enterprise
N- Non-Mortgage Resellers
I- Inside Sales (IES)
C- Connectors

Lesson 3: EFX Structure