agent/lender collaboration
DESCRIPTION
Agent/Lender Collaboration. Tigerlead HS License. Collaborate. Either Agent or Lender can make the 1 st call. Whoever gets there 1 st . If LENDER: he approaches from a customer service standpoint and boasts about the agent that is associated with the website. - PowerPoint PPT PresentationTRANSCRIPT
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AGENT/LENDER COLLABORATIONTigerlead HS License
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COLLABORATE Either Agent or Lender can make the 1st call.
Whoever gets there 1st. If LENDER: he approaches from a customer service
standpoint and boasts about the agent that is associated with the website.
Will always send text if wireless number. Sends an email Adds to lender drip campaign which boasts the agent. If AGENT: she will also approach as customer service
but will ask specific questions…about properties, communities, goals, etc.
Asks if they need mortgage assistance and if so, tells them about our lender partner and then sends an email or calls lender partner. Adds to drip email campaign.
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LENDER: DAY TO DAY CRM
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LENDER: DETAIL LEAD VIEW
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LENDER: ACTIVE & POST CLOSING CRM
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LENDER: LOAN PROCESS VIDEO
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LENDER: REAL TIME REALTOR UPDATES
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RESULTS
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EMAILS:TEXTS
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EMAILS
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PROPERTY-CENTRIC EMAILSSent at 10:14 a.m.
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QUICK RESPONSE/
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EFFECTIVE TEXT MESSAGES Lender: Dan. That home at 33 Casey Key Rd is amazing.
Has Nicki shown it to you yet? Agent: Hey Dan. You saved 33 Casey Key as a fav. Did
you want to view it this week? Lender: Donna, you looked at a lot of homes at our site
today. Are you pre-approved for a loan yet? Agent: Hi Donna, you’re actively viewing homes at our
site. Can we meet at our office this week? Agent: Lou, we’re still sending you Sarasota home
listings. Are you still interested? Agent: Marianne, I noticed you unsubscribed from
receiving home listings. Did you really mean to do that? Agent: Are you available this weekend to view this
home? http://goo.gl/espiyG Agent: Saw you saved a favorite home
http://goo.gl/espiyG. When would you like to view it?