15. Assist Realtor referral partners with marketing to their database for them. You get the benefit of growing your database in the process. This is great for LOs who do not have a database yet. 16. Help edit and upload video messages from you to clients and agents. 17. Attend closings with a gift and take photos of the happy buyers to post on your social media. 18. Follow up with clients to get five-star reviews on Facebook, Zillow, and Yelp after a closing or at the closing. 19. Offer occasional office overflow assistance with follow-up phone calls to borrowers for documents needed. 20. List reports for referral partners.
WHAT FREEDOM MEANS TOME These tasks do not require any mortgage experience. Then, as time goes on, if they want to grow into learning the business, they can, or they can stay in the current marketing role. These services can be done in your office, or they can work from home. Generally, we see this person doing this role for $10–15 an hour. It can begin on a part-time basis, but as you can see from the list, this could easily be a full-time role. Keep in mind, their efforts are very trackable and therefore they are not a liability to you. They will be an asset to your team by driving in new business traffic. 21. Call existing real estate agent referral partners each week, building the ongoing relationship and asking for referrals. 22. Book coffee appointments with real estate agents. They may or may not be suited, as that role is more of a telemarketer, and not everyone can do this job. However, some can for the short-term.
CRM TIP OF THE MONTH
JEFF SHEALY (FREEDOM CLUB MEMBER)
The competition is fierce in today’s economy. Successful loan originators follow up with clients on a regular basis to ensure loyalty and referrals. From credit score tips to refinancing tips, there are many ways you can keep in touch with your clients. Spend one hour today to understand the built-in email templates in Jungo so you can put new clients on the right drip marketing campaigns in just one click. AUTOMATING CLIENT FOLLOW-UP CREATES CLIENTS FOR LIFE
This is my “why.” My wife (Monica) andmy 14-year-old son (Triston) had the opportunity to go to our church’s first mission trip.We visited our sponsored children in Honduras.Meet Brayan ... this kiddo is amazing! Freedom is knowingmy team is fully capable of handling the files and calls while I’mgone. I am truly thankful for this experience!
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