The Professional Success Center is a great tool to help you find and
connect with potential new referral partners. This unique feature of
your 220 system works with many of the other tools your system offers
to provide tangible ways to support new referra...
This checklist outlines the key information you'll need from your
referral partners to feature them on your website and boost their
exposure. Feel free to copy and paste this checklist into an email,
print it for in-person meetings, or communicate it over...
To maximize the benefits of the "Recommended Professionals" section on
your 220 Marketing website, it's essential to implement these
effective strategies. Some are new, while others are crucial
fundamentals you'll see referenced across various 220 Marketi...
* Send life quote to any auto client
* Do this 1-2 times per year around their insurance renewal date or
if you know they have had a life event recently
* Send Thank You/Loyalty Notes, hand-written -three a day
* East way to stay in front of cl...
Building strong relationships with local professionals is key to
increasing your word-of-mouth business. Many Loan Officers are
comfortable asking for referrals from friends and family but may
struggle with consistent referrals from other business profess...
These referral outreach messages are designed to help mortgage
brokers, insurance agents, and real estate professionals increase
referrals by building stronger relationships with past clients and new
prospects. They use a professional yet conversational t...
This script helps mortgage professionals connect with real estate
agents by offering pre-approved clients ready to buy. It addresses key
challenges like decreased inventory and affordability, presenting a
solution to help agents close more deals.
OPENIN...
This script helps loan officers quickly establish co-marketing
partnerships with real estate agents by offering pre-approved clients
in exchange for referrals. It addresses agents' pain points like lead
generation and exposure.
The short version is for ...
This script is designed to help mortgage professionals reconnect with
existing referral partners by offering added value through
co-marketing opportunities. It highlights a new web-based ad campaign
focused on promoting the partner's business at no cost, ...