Mortgage Planner Complete Communication


Complete Communication contains three things: Talk, Text, and Mail

In a world full of technology and various forms of communication, it is important to reaffirm conversations with each other. Complete Communication starts with a live in-person interaction, a video chat, or a phone call.

Our next step is to advance through the Complete Communication with either a follow-up text message or an instant message on social media. Every time you talk to somebody, that’s a trigger to say, “You know what? When we’re done, I’m going to text them and really express my gratitude for the fact that we’ve connected with each other.” What gets rewarded gets repeated, and you want to reward connection with affirmation, and then you want to reward affirmation with a feeling. Feelings are memorable.


The third element of Complete Communication is the handwritten note. Handwritten notes are memorable and can be extremely powerful when it comes to making a lasting impression.

Use Facebook to gather information, and then pick up the phone and call. This is a great example of genuine and personal interactions. After that,reply with a text message or a video message to affirm the conversation. Three days later, they receive a handwritten note card with a $5 Starbucks card inside.

Each of these actions builds and nurtures relationships with the people that know you, people that like you, and people that trust you. This has been proven over and over by members who have adopted this habit. It results in more trust… more trust equals more business.

Today I just wanted to inspire you to sharpen your language and communication skills. These are three super-simple ways to be the best version of you that you can be.

1. Practice This Dialogue When You're Told That You've Done A Good Job:

"Well, my pleasure, John. You’d do the same for me. You can always count on me, and I know that I can always count on you to introduce me to the people that you care about because you want your family, your friends, and your neighbors to get the best advice when it’s time to buy, sell or borrow – don’t you?

I mean I’m curious. Who is the next person you know that is most likely to buy, sell or borrow?”

Saying “thank you” means I want to share a good feeling with you. We call this reciprocity. When someone is happy enough and wants to share this good feeling with you, they say “thank you.” Invite them to share this good feeling with their family, friends and neighbors.

2. Text this message to your 3 best friends:

"Hey, who needs my help? I'm curious, who is the next person you know that is most likely to buy, sell or borrow?”

3. Become Masterful At Pointing Out First Time Buyer Strengths

Point out their abilities and their qualities. Remind them who they really are and who they’re really becoming. Remind them that they decided to improve their life. They’ve made a choice that they’re going to give their family more than they were given.

Reminding them who they are and what they’re doing is remarkable. They’re becoming a homeowner. They’re taking a stand for themselves, and they’re separating themselves from renters. They’re going to enjoy pride of ownership. They’re going to differentiate themselves from everyone else. Remind them that they have that strength. They have the strength to differentiate and remind them of that when you’re showing homes, and they notice things like, “Oh look...the roof is going to need repairs."

Point that out. Say, “Boy, you really know how to spot things. You really know how to identify things that could be future problems.” Point out strengths and abilities and qualities. Keep reminding them who they really are and who they’re becoming. Keep reminding them that they’re becoming responsible homeowners. Remind them that they keep all their promises. Remind them that they’re providing for their family. Remind them that they’re moving forward in their life. The more you point that out, the more empowering you can be to them.

CLIENT JOURNEY WORKSHEET