EFFECTIVE DATABASE
“Over 30% Database return should be expected year after year!”
The Ultimate Referrer
Are you giving what you want? Referrals and recommendations… current clients, past clients, everyday conversations.
5 STAR SURVEY FOLLOW UP
Get the most out of each survey for future business that is referred.
PERSONAL BUDGET
Why do we do all this? Track the money!
Leverage Tools
Get a quick view of how The Mortgage Planner uses a few tech tools.
SOCIAL MEDIA
Social Media library used through the year from The Mortgage Planner to gain brand awareness and keep you in front of client and partners.
GOAL SETTING
Start each year right with the wheel, goals and 6 month check.
REFERRAL BARRIERS
Work your skills and your team ongoing with talking about how to remove barriers to gain to gain more referrals.
SELLER MARKETING
Cross-selling to the seller to get the mortgage on the new purchase sample. Use with the Listing agent as well to provide value.
EMPLOYER MARKETING
Cross-selling to HR is a key to expanding to co-workers download sample eBook and PDF sent to HR with thank you note.
Fall Campaign Series
Keep in touch with your database this fall.
Summer Campaign Series
Keep in touch with your database this summer.