Ultimate Guide Getting Started with FairwayFirst Booklet

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STEP-BY-STEP

GUIDE

STEP-BY-STEP GUIDE Are You Ready to Get Started with FairwayFirst?

Through focused prescreening and nurturing tactics, FairwayFirst warms up your new leads so that you can work them like any other referral. The outsourced, U.S.-based call center prescreens and nurtures your internet leads and passes them back to you as warm transfers or scheduled appointments.

FairwayFirst concierges do the following to help you connect with qualified leads: Call, text or email leads within 90 seconds of being generated

Contact leads generated 24 hours a day, 7 days a week

Attempt to make contact with leads for 90 days

Dive into our five-step guide that offers everything you need to begin working FairwayFirst leads!

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STEP-BY-STEP GUIDE STEP 1: Do you have a lead source? ✖

No Determine if you have a budget to purchase FairwayLeads. You can start

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Yes If you’re using your own approved lead sources or have signed on

with $1,500 a month and cancel anytime.

with FairwayLeads, FairwayFirst will be a game changer in helping you optimize those leads.

HOW FAIRWAYLEADS WORKS With FairwayLeads, you set the budget and our lead gen pros pick the best sources based on your preferences and what’s performing best. Sources include Google ads, Facebook ads, display ads, retargeting, affiliate marketing, email marketing and purchase leads from reputable lead providers.

Contact leads@fairwaymc.com to get started.

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STEP-BY-STEP GUIDE STEP 2:

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Do you have approval for a FairwayFirst budget?

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No You’ll need manager approval for a FairwayFirst budget of $5 per lead.

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Yes With lead sources set up and a manager-approved budget, you’ve

As more people sign up to use FairwayFirst, the budget will decrease.

The cost is based on volume of users, and the price has already dropped $1 per lead since the program launched. Our target is to get the cost per lead to $4, as more people get onboarded.

nailed down your costs per lead.

STEP-BY-STEP GUIDE STEP 3: ✖ đ&#x;‘?

Do you have a calendar service to make appointments with leads?

No We’ll set up a ScheduleOnce account for you and provide you with links to use with your clients!

Yes Now optimize your calendar invites that get sent to leads by including helpful information. Make sure you’ve set your availability for connecting with leads as well.

WE RECOMMEND SCHEDULEONCE FairwayFirst will need to see your availability to schedule appointments with leads. ScheduleOnce integrates with Microsoft exchange, connecting FairwayFirst to your calendar. With this system, you won’t need to accept the calendar appointments or download anything. They’ll automatically show up on your calendar.

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STEP-BY-STEP GUIDE STEP 4: ✖ đ&#x;‘?

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Do you have a phone number set up for live transfers?

No Provide a number for FairwayFirst to transfer live leads.

Yes Once you’re all set up, set the incoming FairwayFirst phone number for live transfers - 833-766-5190 - to “MONEY� in your contacts so you always know a lead is calling!

STEP-BY-STEP GUIDE STEP 5: ✖

Do you have a CRM system for integrating leads?

No We can help you get set up with a Customer Relationship Management (CRM) system.

Contact mortgagetechnology@fairwaymc.com.

KEEP TRACK OF ALL OF YOUR LEAD INFO Each time FairwayFirst qualifies a lead, you’ll receive a notification.

Better yet, the lead will also be automatically pushed into your CRM of choice, along with all of the relevant notes. This will help you manage each lead’s information and status within one system.

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Yes Excellent! You’re ready to start successfully working leads with FairwayFirst!

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STEP-BY-STEP GUIDE Test Run Before the exciting moment where you go LIVE with FairwayFirst, we’ll ensure everything is working smoothly by running a test lead through your system. We’ll test: 1. That you receive an email notification about a new test lead.

2. T hat a test calendar appointment shows up on your calendar, including the lead’s phone number, and you’ve received your scheduler’s email notification.

3. That the test lead has been pushed through to your CRM.

You’re All Set! Once you’re set up with FairwayFirst, you can get started by incorporating it into your sales process and reap the rewards of more qualified sales conversations and ultimately more closed loans.

If you need help getting started or throughout the onboarding process, please reach out to us at fairwayfirst@fairwaymc.com.

Copyright©2020 Fairway Independent Mortgage Corporation. NMLS#2289. 4750 S. Biltmore Lane, Madison, WI 53718, 1-866-912-4800. Equal Housing Lender. For internal use only. For Fairway Independent Mortgage Corporation lending professionals only and not for distribution to consumers. Distribution to the general public is prohibited. All rights reserved. FW601190