As you can tell from yesterday's post, I am working on my organization and tracking. With all the effort we do to market and build referral relationships, it amazes me how little most loan officers do to make sure they educating borrowers that they work on referrals when they have their undivided attention - DURING the process.
During the process is also a fabulous time to shine for the buying and listing agent. Don't miss these opportunities to reach out. Here is a sample of what am utilize. My system might not work for you - hey, it might not even work for me! But I am going to start with this and tweak it as I go.
Updated note: Dave asked about the 2-question survey so here is the post if you are interested. He was also wondering about the "Request test me & agent". I calendar in a 30 minute slot the first week of each month to send an email to the previous month closings that requests the survey as well as a testimonial for me and for their Realtor. I like to be proactive and pass this along to the agent as most agents DON'T ask for testimonials and are surprised and grateful when you do it for them.
Bliss, your ideas are always very inspiring. I am sure you have covered these in prior posts, but would you mind explaining again a) what two questions are in your survey, and b) "request test"?
Could a) be "how was it and who could we dazzle?"
Keep up the good work.
Posted by: Dave Woodland | February 01, 2012 at 10:16 AM
The testimonial-for-the-agent idea is brilliant in a number of ways. Thanks for the ideas Bliss.
Posted by: Dave Woodland | February 02, 2012 at 01:00 PM