ACTIVITY
TRACKER
Track for two weeks anytime you are slow or need to go now! Track the calls, messages, and touches you do and track the dollar productive time slots during the day.
PARTNER PRESENTATION
Download the most up to date partner presentation.
CLIENT PRESENTATION
Download the most up to date client presenation.
PARTNER BOARD
Download the Partner Board for tracking and courting your new and exisiting relationships.
REFERRAL TREE
Build your Sphere of influence by defining a partner tree.
PROMO PACKET
Create a team brochure to send eBook or print PDF to send and take to events you host. The go to for what you need when you need it.
PASSPORT RELOCATION EBOOK
Relocation attraction! Get in front with referral partners to make the move easy and market as the expert.
PASSPORT EXPANDED
Take it up another notch! Get in front with referral partners to make the move easy and market as the expert with the Passport Expanded .
LOYALTY LADDER
Meeting clients and partners and understanding the upward goal to more referrals.
FIRST 120 DAYS
Start the first 120 days with a plan and dig into some basics in this quick read eBook.
HABBITS
This eBook is a quick read on the Habbits of Highly Effective Loan Originators from several years of interviews and coaching.
BEFORE, DURING & AFTER WORKBOOK
Download and start planning your key areas to gain traction from each area of marketing. Before, During and After the transaction.
8 WEEK COURSE
Explode week by week in this 8 Serries to ramp up your business in sales.
HOW MANY?
Calculate how many leads you need to get to the closing goal. Then plan how many from each area you will get.
AUTOMATED LEAD TRACKER
Track every lead every time! Full reports to referral partners and batting ratio.
ROLE PLAYING
Take your scripts to another level with this 1 hour review, also view the podcast section.
‘RING RING’
Sample calls through the process and script book.
SCRIPTS & DIALOG
Master the phone and meetings with our referral script book from all aspects of the transaction for all team members.
Complete Communication
Follow through with the inital action and communication cirlce to win more referrals.
MORTGAGE PLANNER MAP
Track your partner and VIP relationships for planned pop-byes!
FINANCIAL PLAN COORDINATION
Whatever it is, the way you tell your story online can make all the difference.
THREE THINGS
Three key items to make sure you have in place as we grow the pipeline.
Steadfast Stones
Get back to the basics with an unshakable foundation.
Steadfast: firm in belief, determination, or adherence; loyal; Fixed in Place.
Vision
What you say matters! Start this series on Prospecting Partners…
Realtor LOA
Understanding the NAR settlement: What it means for you.