SUCCESS KIT
THE ACADEMY MINDSET
"You may lose a loan, but you
will never lose a customer."
- Ben Anderson
Client for Life
EASIEST WAY TO GET BUSINESS: PICK UP YOUR CELL PHONE
Go through all of the contacts in your cell phone and add them to your CRM or FAMILY BANK. Your friends, family members, and local neighborhood contacts are the ones who know and trust you. Start your business with them. Let them know you are a Loan Officer and are availabe for all of their mortgage needs!
#1
#2
DITCH THE DESK
TALK TO FRIENDS AND
#3 AS YOU GO THROUGH
PHONE, ONLY USE YOUR
FAMILY. GO THROUGH
YOUR PHONE YOU MUST
CELL PHONE AND SAVE
YOUR CELL PHONE AND
TALK OR TEXT THEM,
EVERY FUTURE
LET THEM KNOW YOU
AND MOVE THEM TO
CONTACT IN YOUR CELL
DO LOANS
YOUR FAMILY BANK
FOREVER!
Go through all of your phone contacts and get the word out that you can help them with their loans.
Once you master your family bank you can start marketing to everyone in your family bank later. We will discuss this further
Frank- Barber Jenny- Nail Salon Kim- Florist Jim- Listing Agent for East Valley
December
GOAL TIME BLOCK 2-4 HOURS A WEEK TO CALL THROUGH YOUR PHONE CONTACTS.
SAMPLE SCRIPT TO USE: "Hey ____________ I'm sure you know, rates are at an all time low. Because I am in mortgage, and also your Friend/Family, I wanted to make sure you knew you could use me if you had any mortgage needs; need to save money, cash out, home project, upsize, downsize, new home or re fi, I do all loans”