#TwoforTuesday – Join Us In Creating Yes’s all week, as I go over the #JUICYLIST of supported mortgage tools to help you grow your business. Today we go over two newer additions to the list, that are fantastic. One for the front end of your business to help you gain leads for your best referral partners – Real Estate Agents. And another at the back end of your business that helps you stay in front of your past clients.
Timing is everything and these two tools are a critical pair that can help you strike while the iron is hot! See the links on the banners on the side of the blog for more info. I will also have posts in the group, Sales Talk with Mortgage Pro’s today highlighting these companies.
Yesterday I offered and today I will do the same. #Strategy is the name of the game this year for those online generating traffic. Here’s the link for the FREE STRATEGY CALL with me —-> Strategy Call Sign Up!
Let’s do business together! If you’re a mortgage Broker and want a great AE, with a fantastic support team, that can help you source new loans and close them – Sign up! Let’s chat! Fill in below. I do strategy calls all the time with my existing clients.
#MondaysMotivation – Join Us In Creating Excitement – With strategy to do it. This week is strategy week, and I go over the JUICY LIST! A list of companies that are a part of a mortgage industry tool that can help you increase business. Join Us In Creating Yes’s for your pipeline this week as I go over them.
I start off the week by going over the top three; Perfect LO application, 700 Credit Repair, and Card Tapp App. I am also offering FREE STRATEGY CALLS to any LO that wants one.
For my Broker partners I do this all the time. The worst thing I want to do as a #LenderRep (AE) is call an account and say, “what’s on the corner of your desk Bob”? Funny as it sounds, that’s the harsh reality. I NEED MORE ACTION TAKERS! And train and give out ideas to help LO’s generate and source new business all the time. I’m like a free consultant to any of my accounts that want to use me that way. I help business build a #Brand. If you want a free strategy call, to know more on how you could increase your business and brand awareness, CLICK HERE
This week we did the Join Us In Creating Yes’s list update. Yearly I’ve done this now for a couple of years by the end of January. Each year the tools, the partnerships, and options on the list expand. I like providing solutions for those in need. And highlighting the important tools a broker or any business owner in sales could use is what this list was designed to do. I am absolutely looking for more recommendations and would invite anyone to share a company, program, product or service that you feel could help the Mortgage community. Education, to compliance, marketing to sales tools, it is a pleasure to have brought these great companies to light this week. I will be adding more value options in this am’s upload into the group; Sales Talk with Mortgage Pro’s.
Today’s #WeekendCalltoAction is all about taking action. It’s the beginning of the year. NOW’s the time to invest in yourself. Do something that involves training and helping yourself learn or master your craft. Learn more marketing, take a sales seminar, join a mastermind, do something to be forcing yourself to level up this year. One way to do this is to go to some training. I have a list, and all week I spoke to other’s that had trainings for LO’s. And had LO’s give me their input. A couple of them stick out more sales centered and some more heavily mortgage content driven. While this is good, and those options seem so far and wide. In the world of marketing and sales the land of just having a coarse is over. Where the rubber meets the road is in the results. So what I sought after was which trainings where set up like a workshop. So when you left you already had actions in place to be seeing results when you got back. This list in my opinion is inconclusive. I wanted at least 5, however I have 3 I can recommend based on the “action planning” and the content involved in these three trainings. By all means please recommend more viable loan officer workshops you know of. I check references, gain social comments on programs and even if possible do them myself to evaluate them. However there are several more I could list like a recommend Loan Officer Acceleration class or an Agent Mastermind. However I value your input so please let me know your experiences LO’s. As I will let you know mine. . Best Program is the BFE by far, for actionable results for LO’s, however here’s the (inconclusive) list of trainings for LO’s as I have them now:
This is a seasoned training that teaches segmentation for VA loans. A great education content association with it and full marketing plan of attack. It’s the Military Mortgage Boot Camp.
The second training is brand new. Let me say this, it’s NextLevel LO stuff. And that training #NextLevel LO has it’s launch soon. It’s a full suite of training and workshop modules that help you level up your game.
The last but not least, is a training I see that compliments many and that action plans taught help increase the success with other programs. It’s the BLUEPRINT I have personally. – Of course. By learning social selling with pages/groups and your personal profile you leverage social media to grow your business organically. Also is designed to help you expand your referral network. This places your relevancy in a great position to boost ads and learning the basics just opens the doors to many other marketing possibilities.
#WeekendCalltoAction – I suggest some of you to just start by creating a business page this weekend. If you have one, make sure it’s listed as the first thing you see in your “intro” of your personal profile. Let others know where you work. In fact, “check in” today at your own fan page and make a post on your personal profile.
#ThursdaysThoughts – Join Us In Creating Yes’s all week long. – Today I go over three categories as well, 1003 applications, groups for networking, and done for you marketing solutions. Wow, did I miss a lot. The feedback has been great this week and I will be adding two home security companies that can be”given” as part of your white glove treatment to your clients. Also will be adding some additional resources to the list next week, stay tuned.
Today to start, I have to reiterate that LO’s should have some trackable app they pass on that acts as a business card. Oh yeah, that’s number #1 thing on the JUICY list. (see Monday’s video for that) The point is you can take an virtual 1003 app link and embed that link to a button on the card. SWEET! It’s a way to have a client fill out a 1003 without you as an LO actually! These applications walk a client through the 1003 questions asking (more and or better) questions than you – Yep they’re designed that way. Perfect LO and Pre-App 1003 are the applications. And they are fantastic tools for a Loan Officer in today’s day and age.
Next I talk about groups for networking. You see each and every LO out there, should have multiple ways to generate a deal. Not just online, not just referrals from past clients or RE Agents. You need to diversify. A well rounded marketing plan to source business from many angles is needed. I talk about these on my Friday, #WeekendCalltoAction video’s all the time. Today, I mention the best groups, and they are LBN, BNI and Chamber or Commerce groups. And they exist is pretty much every county and city across America. Get in one, start networking. If you’re a LO, it’s just all apart of the plan for local area dominance.
Last and definitely not least today, I have surrounded myself with marketing pro’s for years, and I follow trends all the time. I was an early adapter to marketing funnels on Facebook years ago, and spent the time learning them. Now, I’ve surrounded myself with the teams that have the best done for you solutions for Facebook marketing. I’m talking the real pro’s, with a full scale agency that can switch on lead flow in a week for you. Including provide a CRM, a 6 month email drip campaign and even make you a community page. In short, there’s two types of “programs” for this, one a simple buyer/seller lead campaign. It can be directly for a RE Agent, or you as LO’s can help obtain leads (pre-qualify them) and pass them on to your best referral partners. From a marketing stand point people want a home, not a mortgage. From a compliance stand point, it’s easier to “advertise” a list you can give someone, versus worry about advertising a rate or other compliance disclaimers in the ad. However, some do want a custom funnel to go after VA leads, or a Jumbo lead campaign due to their area. We have a solution for custom built funnels as well!
No matter what, some of these companies and things on the JUICY list this week you LO’s should embrace and take advantage of. As always #SellWell
#WonderfulWednesday – More great companies we go over today that help you LO’s and Mortgage companies increase business. Today is about retaining your clients, and learning how to obtain new prospects (that turn into clients) Yep, my favorite subject, marketing.
First things first, on the JUICY list (Join Us In Creating Yes’s) there’s a new company that allows mortgage broker’s to get a service to monitor their clients credit for mortgage pulls. If there is one, the service sends you a lead. So it doesn’t matter what side of BRAWL your wholesale partners are on, you can control your ability to help your client on your own. – “Retain your Client” is the company, and they are on the JUICY list now.
Second, today’s marketing segment. We all know that marketing and sales go hand in hand, and you need to know about or be implementing lead magnets in the mortgage industry. There are two companies I will highlight. First, is Leadpops and is a great company to help you learn to “do” funnels. Great for those now so tech savvy and want a plug and play version to use as a landing page. (Oh yeah, landing pages by definition capture names, phones, and emails) Second is Clickfunnels, the godfather of funnel creation, and requires some know-how to plug all the pieces together. If your creative and want to custom tailor something this is for you.
Last and certainly not least, is THE “program to learn funnels”. If you want to know how to put the pieces together, are interested in cutting your learning curve in half, and wouldn’t mind having a entourage of people as resources to ask and answer questions for you… This is IT! It allows you to break free from the daily grind and call prospects that sign up with you faster than any other out there. It’s mandatory I believe if you want to “know about” funnels, lead generation tips, tricks and ultimately the newest trends to double your business. It’s the Break Free Entourage.
Here we go, if you want to level up or take any of these programs to the next level yourself, I have a blueprint training that once you take will help you implement these funnels and programs more effectively. You see I teach the organic reach marketing tips that can help you increase your funnels results. There is a trick to this, and if done right, it increases click through rates and lowers cost per click. Two magic words right there. If you want to make the most out of funnels you have to have both a push and pull campaign going on with Facebook’s new changes. Just posting to your business page is dead. You have to know how to push and pull your messages into feeds now. Driving engagement is more than ever KING. Learn how I segment this into 5 different types of Posts that you can do to drive your exposure, increase your relevancy and help results on your paid ads. The BLUEPRINT is here!
#TwoforTuesday – CRM’s and Title companies both in the mortgage industry you can’t live without! Plus a third bonus for you in commercial sales today! Today I am looking for more input, suggestions and recommendations from you -My readers! Please message me or make a comment – Thanks to those that did yesterday!
CRM conversations inside the group, Sales Talk with Mortgage Pro’s on Facebook seem to get a ton of comments and interaction. There’s always a new one it seems coming out. Functionality that changes, programs that can be embedded etc. We do have a list of CRM’s, and one that has been a go to for a year. LoanTek is a great CRM for those in the mortgage industry, and have been on the JUICY List for a year. Definitely check them out!
Title companies are also a must have in your back pocket as a LO. There are so many great title companies Nationwide, do you have a favorite? Let’s hear about it! We have a great Title company that has been on the JUICY List for a year as well, CLA Title and Escrow. Great group of people that get the job done. Highly suggested for use!
#MondaysMotivation – This week it’s all about Join Us In Creating Yes’s as we disclose the JUICY List publish for 2018! I’ve done this for three years now, and have updated this list and helped promote, use and recommend these tools on the list. What is it? A list of companies, technology apps, tools, and services that any mortgage campany or LO big and small can use to grow their business.
The idea was to always be adding value to those in my network and group Sales Talk with Mortgage Pro’s. Over 4000 people now, made primarily as a way for me to add value to my broker network, is now the second largest mortgage group on Facebook. The plan, put together a list of items that and companies that often asked about and offer the group discounts or a list of the best options for that item. Such as headsets, to websites, to CRM’s, to which mortgage training is the best to take. We cover 14 different categories this year with almost two dozen different companies that can help take your business to the next level. Just one thing; I need your help!
If you watch or read this, step up. We want your input to help place the best needed items on this list. I will go through the list all week long and on Friday publish it on all social media channels. From time to time it’s updated, however yearly it gets this face lift, and if you know of a company you think should be on here, let me know. I’m looking for help all week! – Share, Interact, Like Repeat! As always #SellWell 🙂
This week, I’m offering free consultations to help #SocialSellingwithShawn ! Please give us input on the JUICY List. Join Us In Creating Excitement and give your input. If you’re a mortgage broker and want a free consult on some suggestive ideas to help you gain more activity on social media fill in below.
#ThursdayThoughts – Join Us In Creating Yes’s in the mortgage industry. Get JUICY with us! All this past year I promoted several companies and gave their marketing dept exclusive rights to advertise in my group on Facebook. Sales Talk with Mortgage Pro’s! This next year, I want to add a few companies to complete the list.
What I need is a CRM sponsor! If you work for, or support a particular CRM, share your thoughts today with me. I would ♥ to hear it! I have a goal to network with all the necessary tools a LO would need and offer them as solutions to 4000 mortgage pros’ in the group!
I have to take time and recognize the awesome partners I’ve connected with this past year. If you need a website built, the best Lender Home Page you can get is with a partner I know Rocky Forountan. Professional landing pages for your need of a website, weather big mortgage company or small brokerage shop. If you need a virtual 1003 application software to help you take more 1003’s, I have just the thing for you. Perfect LO is a great mortgage application that can help you prescreen and ask the right questions upfront for a complete application. Feel free to reach out to Derek Malilia a great friend of mine now. It’s amazing the relationships I’ve built this year. To highlight one or two is just not enough, I feel like I have so many awesome partners already!
Thanks to my virtual business card sponsor on the JUICY list as well, Miss Dana Croft! If you are looking for a way to network with others and leave a mark, get a hold of the Card Tapp App. This is a virtual business card you can track when prospects are “looking” at rates and strike while the iron is hot! Great sales tool! And last but certainly not least is my credit repair connection! First let me say this, there are soooooo many credit repair “peeps” out there it’s not even funny. I was looking for one that can handle volume, had a support staff and is really good at producing results! – Well I found the best in the country I think. If you’re in mortgages and need to network with a professional credit repair company that delivers service above and beyond the call of duty, hit up 700 Credit Repair. Billy Alt and his team are fantastic.
Yeah, I am looking for a CRM company to promote and give exclusive advertising rights in my group too, what other companies should I have in here? Got ideas, let me know! Let’s network! Happy Thursday! #ThursdaysThoughts