Total ExpertLoan Officer Mastermind

Create a Business Plan ThatGenerates More Purchase Business

What Do You Want From Your Business in 2016?

If you don’t know EXACTLY, there is a 100%

chance you WILL NOT get it.

Take Inventory On Your BusinessAnd Weekly Action Items

Where is my business now? Where do I want my business to be?

Closed volume. How many existing Realtor Partners? Closed units per “A” player Realtor.

Success Metrics

Loan Officers that have 2 to 3 NEW meetings per week with Realtors do 4X the volume on average.

Success Metrics

10 Face to Face meetings = 1 New “A” player Realtor Partner.

“A” Player Realtors will generate 8-12 Closed Transactions Annually.

Lets Do The Math:

2.5 Meetings per week = 10 Meetings Per Month

generating 1 new Realtor Partner.

1 New Realtor Partner = 8 new Closed Loans Annualized

The Opportunity

Realtors Are Scrambling to Find New Partners Replacing lost co-marketing budgets. More concerned about compliance than ever.

Step 1

Establish The Metrics Spend two hours writing down exactly where

your business is and where you want it to be. Write down the total number of closings you

would need to add to accomplish your goal. Divide that number by 8. This will give you the total number of Realtor

Partnerships you need to add.

Step 2

Get Your “VIP” Packet Ready

A short cover letter. Examples of “value add” items you or your

company bring to the table. Why should an agent choose you?

Step 3

Get Your Dialogues Ready

Create a 30 second “pitch” of why a Realtor should work with you.

Remember rule #1 - What’s in it for them? Solve Pain Points (Time, Profitability, Chaos)

Step 4

Time Block Your Appointment Scheduling

It needs to be in your calendar daily. Text, Email, “LinkedIn mail” then…phone

call. Sell aspirin not vitamins.

Step 5

Build Awareness through Appointment Scheduling

How Do I Schedule More Appointments? Build awareness on social media. Grow your email list of Realtors. Strengthen your existing partnerships to

build word of mouth between Realtors.

Step 6

More Face Time They need to see your face every 7 days for 3

months. You do NOT need a scheduled meeting.

A cup of Coffee – Marketing Pieces etc. Remember rule #1 – Its always about them.

Step 7

Ask For Feedback

Reinforce why you are working with them. Ask for the deals! Course correct based on what is not working.

Avoid Realtors That Are “Toxic”

Know What Type of Realtors Bring Results. Pursue Certain Realtors and Avoid Others.

Build Realtor Relationships

Long Term Success Depends on Strong Relationships

Strong Relationships Are Two Way Streets When both parties give and get, both parties

win.

Build Relationships

Nurture Your Relationships Become an Indispensible Partner

Help develop print assets. Participate in digital advertising. Make their open houses more successful. Help them make an impact in their community – think outside the box.

How Total Expert Fits

Tools Realtors Love

Automate all lead sources into ONE place. Open House App Single Property sites. Deploy “compliant” Co-Marketing through print,

social and search.