WHAT FREEDOM MEANS TOME
CRM TIP OF THE MONTH
ATTRACT AND MAINTAIN REALTOR PARTNERS WITH JUNGO’S REFFINITY
Keeping your referral partners informed throughout the loan process is the best way to show them you value their relationship. However, constantly updating partners while you are busy doing all the necessary tasks to close is time consuming. Utilizing a feature like Jungo’s automated pipeline reports in Reffinity will help you save time and still keep your partners updated. Furthermore, understanding which referral relationships are bringing in the most closed loans will help you focus your efforts on maintaining high-value relationships.
Here’s what Reffinity can do for you:
SCOTT SCHANG (FREEDOM CLUB MEMBER) For me, freedom is a journey, not a destination. Freedom is a state of mind. It’s making choices and taking chances, even when everyone around you is doing it differently. Freedom is having a passion for failing, failing as fast as possible, and being grateful for the opportunity to get up and try again. Freedom is having friends, colleagues, and mentors to guide you along the way. That said, sometimes it’s difficult for an obsessive, delusional entrepreneur like myself to “unplug” and “relax.” I am eternally grateful for Freedom Club for helping both Josh Lewis and me get out of our own way and demolish the illusion that if you want it done, you have to do it yourself.
Identify High-Value Relationships.
• Track the number of referrals received. • Determine which referrals are deep referrals. • Track total number of loans closed in volume/units.
Automate Referral Partner Updates.
• Send automated “Thank You for the Referral” emails. • Schedule customized reports for individual referral partners. • Manage default settings on automated reports across the board. You can start tracking and measuring your Realtor partner relationships on the Reffinity tab in Jungo today. For more information about Jungo’s Reffinity feature, visit IJungo.com/ referral-partners.
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