At Home Playbook An Originator Advantage
Monday-Friday AT HOME
Monday Partner Focus Social Media • 15 Likes/Comments • 2 Posts/1 Group Comment • 2 Message Sends/Join Network Groups as Needed • 2 Video Conference Coffee Connects • 3 New Video Coffee Connects Scheduled • 6 Texts Sent to Referring Partners • 4 Talk Too’s Referring Partners____________________________ • Group Email to 50 or more
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Tuesday Client Focus • 10 Current Pipeline CCR Ask • 4 Top Clients Calls in Process (Ask for Friends and Family) • 4 Client Social Media Connects • Market Update Email to all Pre-Apps (Ask for Friends and Family) • Closed Loan Client Thank-Yous (Ask) Last 2 Weeks • 1 Client Video Follow-Up (Ask)
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Wednesday Lead Focus Past Two Week Leads • 10 Call Current Leads • 10 Text Current Leads Last Months Leads • Email all Last Months not in APP • Text 6 Leads Not Converted from Last Month • Send 3 Lead Reports to Partners Partner • Send 4 Partners Updates from Lead Follow Up and Ask for More
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Thursday New Partners Focus • 5 Social Media-Listing Agent (Comment/Like) • Cross-Sell X 4 (Email) From Current Pipeline • CPA • Financial Planner • Insurance • Trust • Employer • Follow up From Emails Last Week with Text/Call to Schedule • One Schedule Virtual Group Meeting 5 or More for Next Week • 2 New Local Business Social Media Follows
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Friday Systems Focus • Review Locks/Pipeline • Look for Low Locks and Confirm with Clients. Great Job and Ask • Get a Little Better (Team Too) • Schedule Once • Simple Nexus • MBS Highway • List Reports • Facebook • Database • Review Potential Refi • Report and Take Action • Review Lead Tracker Summary • Prepare Action Items for Next Week
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