ORGANIZATION. CONNECTS. INTRODUCTIONS.

Partners

20 touches per week to exisiting base (VIP, A, B, C)

5 per week new coffee strong presenations

Sample Text: “Hey! Happy New Year! hope you had a great start to the year, we are off and running! I’m working this week, so hollar if you need me! lets grab coffee next couple weeks any day better?

Sample Call “Hey _____, ______with Element Home Loans! Happy New Year! Wanted to check in and see if you needed anything this week? {reply} I’m running out of the gate and excited for the year, a lot of good stuff going on! How’s things on your end? {reply} I am busy working on CD’s to closed clients from last year, teaming up with CPA as well as sending emails out to the HR person from closed deals that they were voted top Mortgage HR Team and letting them know they get discounts for other employees! You got time for coffee in the next couple weeks lets get more going together? What days best?”

Clients

Go WIDE on the deal. Know and get coffee with…

Client CCR, Buyers & Listing Agent During the deal, law office intro popbye, insurance agent coffee cross-sell. Employer/ Buyers Agent reach.

Sample client call “Hey just checking in for your weekly update, things are moving along on the file, (share something they may not know you had to do to on the file to wow) how are things on your end? {reply} Anything extra I can do to help? {reply} If I sent you __________would that be helpful? (provide value - any report on MBS is easiest, better yet set up kit!) Great! Hey, before I let you go, would you be comfortable introducing me to people you care about looking to purchase or refinance?

Law Office Popbye “Good afternoon, I am ________with Element Home Loans, I am handling the deal on __________. I was in the area and wanted to introduce myself to the firm! I am always looking for new partners… (hope you get a tour or more intros) Before I go, you guys seem like a great shop! Who are your top realtors you like to work with?”

Insurance Agent Call “Good morning, this is ______with Element Home Loans. We are working on the ___________deal together and wanted to introduce myself. I love working with the __________(buyer) and wanted to connect to see if there is opportunity to do more business together?” (meeting to cross- sell for agents and LO recruiting, start with Zoom)

HR Thank You Email “Good afternoon! Thank you so much for completing the verification of employment for __________we are on track for closing (or if you just closed change) thanks you and your promptness! We voted you best Mortgage HR of the Month and I have $1500 in discounts for any other employee’s you can pass on who need a mortgage as an employer benefit. We just need an applicaiton and paystub presented and we will apply! You rocked and hope to do more soon! Thanks again- let me know any questions! Attached is more info on my team (promo packet ebook) as well as I ccd the Realtor _______who is just as excited from helping on this deal and will be matching! $3000 total off closing cost which we typically split to $500 each that is 6 deals for you all! Feel free to email or call with any introductions or questionsHappy New Year! (be sure to cc the buyers agent)

Past Clients & Leads

Closed Loan CD Call and email

A-Z Database Value Report

Client Event Scheduled

Lead to Application review “2023 Buyer Advantage"

Partner with two - three CPA or Tax filing firms (go see them) and ask if they will take on introduction leads from your closed loans who may need their services, in exchange for passing out your promo flyer and just letting anyone the work with about your mortgage services. Start reviewing closed clients A-Z and make sure your database is tight, 5 a day or 25 on Theme Day. Talk about your next upcoming event to on calls. Review all leads that did NOT take application…call, refresh, update on products newly released (buydown, ARMs etc) that soften the interest rate moves, lastly; end each call with “before I let you go, would you be comfortable introducing me to the people you care about if they need anything on a purchase or refinance?