Top Producers Time Blocking
Set 2 goals for the week and call realtors (current & prospect)
Call 10 PCs, call pending customers, call prequals
Coffee/lunch with a realtor
Call 10 PCs, call pending customer, call prequals
Have team meeting via phone, call your realtors
GOAL: One TRID Meeting Per Week
You Keep In Touch
You get more referrals from past clients than refinances
Your past clients can refer you more the realtors...if you make them a "raving fan"
Do you realize how many people are moving that purchased a home 3-4-5 years ago?
b. Customers' needs are changing
Past clients want to help!
Social Media Page Sign Up
Click the button below to go to our form and sign up for the new social media program. In this step we'll be setting up your accounts for you.
Social Media Icons on your Profile
Go to ERMA, and click My Account at the top of the page.
Click My Profile
Click Edit Profile
Scroll to the bottom and paste a link to your social media pages beside the entry for each one.
Trid rules with applications 10/3 not closings 10/3
Beginning with applications taken on and after 10/3 the new Loan Estimate will be going to borrowers!
You will be able to increase your lender credit but never decrease your lender credit
You will need a signed “letter of intent” disclosure before you can order the appraisal--- yet you can’t send the “letter of intent” until you send your LE (we will send them both together)
You must send the final LE 1 day prior to the CD
The CD must be signed by both parties (very sticky here- we will explain more) 3 days before closing
Once the CD is sent you can not send out a revised LE (some fees have zero tolerance- we will explain more)
Some companies will only do 45 day closings- if you want to do a 30 day closing your customer and realtor has to be “educated”
So…Have you met with all your Realtor partners about the changes?
Now is the time for face to face meetings with all of your Realtor partners. Request the slide presentation from the marketing department and get your one on one scheduled today.