Episode 9: Who owns the lead when an LO leaves? Ray Snytsheuvel
LOs who take leads with them can be a thorny subject. Examples: a former loan officer goes to work for your competitor and uses leads originally sourced from your company, or your newly hired top-producer is using leads acquired from his or her old employer. How you handle these situations can have major ramifications. Ray illustrates the issue with several scenarios. Learn the thought process that will help you make the best decisions.