LIVE LOAN BOARD
Download the LIVE LOAN BOARD for tracking your client touch points and pipleline management.
DURING FLOWCHART
Key steps through the process map.
POWER HOUR
Each day should have a ‘theme’ hour you spend on dollar productive time.
THE CYCLE
Learn how to communicate effectively with your partners and clients.
TEAM FLOWCHART
Who does what detailed flowchart for team.
THE FORMULA
Strategic system for asking for referrals!
TEAM BUILDING
Design the perfect Doctor/ Nurse team and grow.
EMAIL TEMPLATES
Use these templates in ourlook as signtures for each persons specific roles.
CLIENT
DURING VIDEOS
Improve your efficiency and systems by having videos to send out to clients throughout the process.
PLANNING CALL
Set the stage everytime the same way! Know your clients goals and plan as well as explain how you work and referrals are a big part of the relationship.
TUESDAY CLIENT UPDATES
Weekly updates bring in the system, consistancy as well as the opportunity to get more referrals from the client and listing agent.
DAILY TEAM MEETING
Accountability form for team meeting actions and follow up from each meeting through the week.
TEAM MEETING
Run a production team meeting, not a processing meeting. Get the actions needed to grow the team.
Mastering the Follow Up
Learn how to WOW your clients and partners with a plan!
LOAN OFFICER ASSISTANT TASK LIST
Tasks for a shared LOA or personal LOA and making an effective day to day operation.
WORLD CLASS SERVICE CHECKLIST
Create the steps your team needs to follow for each part of the process.
CLIENT SURPRISE
Wow clients with the system that ignites business during the process!
Avoiding toxic behaviors on the team are key. In this series we uncover the pitfalls to avoid to build a great mortgage team.
RUN THE RACE
Each day bring it! Keep ahead of the team with purpose!
Strategy Call
A complete walk through on how to maximize your initial strategy call so your potential client knows they chose the right lender.
Faith Without Works
Check out this series about walking through a deal and wowing the agent.