MMI Weekly Group Strategy Session

MMI Strategy Session: Weekly Live Training for Users looking to dive deeper into MMI.

Unlock the full potential of MMI with our new weekly 30‑minute Strategy Sessions, designed to help you work smarter, move faster, and get more value from the platform. Each week features a fresh, focused topic that goes beyond the basics and dives into practical strategies you can immediately apply to your workflow.

Whether you're looking to sharpen your prospecting, streamline your follow‑up, or better understand your market, these sessions will give you actionable insights using real MMI tools and real use cases.

Register here →

What We’ll Cover

Topics rotate weekly and may include:

• LO & Agent Profile Pages
  Learn how to interpret profiles, spot opportunities, and build stronger referral relationships.
• ChatMMI
  Discover how to turn data into insights, scripts, and outreach strategies in seconds.
• Dynamic Lists
  Build smarter segments, track behavior, and prioritize your highest‑value opportunities.
• CRM Push + Campaign Assignments
  Create seamless workflows that send the right leads to the right campaigns at the right time.
• Refinder
  Explore how Refinder uses MMI’s data intelligence to deliver high‑quality, strategically matched leads — combining past‑client opportunities with new prospects tailored to each loan officer’s strengths and business history. Learn how to use these insights to uncover new business, focus on the right opportunities, and align outreach with proven success patterns.

Who Should Attend

MMI users who want to:

• Level up their strategy
• Improve efficiency
• Strengthen referral pipelines
• Maximize the value of their subscription