The Guild Edge workflows were created to give YOU the advantage to win in any market. Each workflow includes a series of actionable sales tactics from Guild's top producers, aimed to give you the competitive edge at each stage of your business.
Table of contents
Purchase referral lead workflow
You have a purchase referral lead - now what? Follow the steps below to take action and make a meaningful connection with your new borrower.
- View/download the purchase referral lead workflow
- Watch the Power Hour recording for 'Entering the lead'
Partner workflow
Want to build and maintain relationships with new and existing partners? Follow the steps below to add value and make lasting connections with your partners.
- View/download the Partner workflow
The Guild Edge suggestions/feedback form
