#1 Account management

Account Management is key to progress relationships and servicing accounts is the life of regular referrals.

#2 rate sheet weekly

During a rate enviorment market, making sure everyone you know has the market data to refer is a must and top of mind for saving money. Send a rate sheet and market update every week and follow up with calls to partners and potential clients.

#3 feature boost

Take a feature and push it for two weeks to all partners, pre-approvals, and contacts. Make it fresh and new! Some samples- Lead Tracker for partners, Live Loan Board Template for partners, mobile app for payments, mobile app for process, lender live, push notifications, list reports, MBS Highway forms, PMI company offers and sites, Tuesday Updates referral rate, Planning call, Approval Suprise, Cross-selling.. Twitter Market Update.

#4 BONUS SECTION

profile push

How often are you putting post with your pic on it for branding? Is your face showing up everywhere?

• social media (branding posts)

• email blasts, newsletters, market update

• general refinance or purchase

• mailed letter or postcard with pic

• resume to new potential partners

• during process interaction with clients, new agents

• Facebook, Instagram, Lynkden, Twitter

• Remarketing

• Consistent Realtor, Financial Planner target marketing

scripts from you and team

You got the process- do you and your team have the fine tuned scripts for every part of the deal?