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Building Builder Partnerships

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on 21 August 2015

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Transcript of Building Builder Partnerships

Builders
Why Builders?
more loyal
STEADY PIPELINE
CLOSINGS IN WINTER
PROFITABLE
LESS STRESS
Easy!
Builders In a Transaction
A
Little Work
Prospecting from Scratch
Separate elements
Prospecting & Nurturing
Target the
Builder in
Whiteboard
Intro Call/Hand Written Note in the Beginning
Wow Them In
the Middle
Milestone Updates
Friday Updates
Pre-Close Call
Everything is all set!
Post-Close Call
Tell them who we are
and where we rank
Set the appointment
Research
MarketTrac:
Production
Who Their Preferred Lender Is
Whiteboard:
Recent Branch
Transactions?
Todd Duncan Style
Book
Fed-Ex
Letter
Meeting Focus
High Volume
No Baby-Sitting
Raving Fans
High Trust Interview
Closing
Meet the team.
Maintain
the
Account
Sales Meetings
Once Per Month
Bring Breakfast
20-30 Minutes
Basic Loan Knowledge
Scripting
Court the Sales Team
Court Management Too
Monthly or Bi-Monthly Lunches
Live Life - Girls nights, double dates
Talkjet
Birthday Presents
Value adds, motivational tips, business building
Share feedback from clients
Weekend Service
Green Light
Yellow Light
Red Light
Special Programs
Premium Pricing
Single Pay MI
Extended Locks
Processing Needs
Submit to Processing ASAP
Flag in Whiteboard (for follow up)
60 Day Document Refresh
90% Complete on VA
Always Close on Time
Communication
Complaints about Builder or Process?
Feedback from Clients
Home Builders Association
Final Contract for Appraisal
Notes in log?
Set The
Appointment!
Full transcript