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1. The wave of change since September 2012
2. My Team(Me) Before
3. What I Needed- Freedom Club
4. My Team Now
5. Gerard- Virtual Assistant EPS, Gogo, Realtor relations with
strategies Schedules Appt./Follow up calls- Agent meetings, stacks,
Title classes Manages my calendar, appointments Tue and Thur
outbound database calls (leads, old databases, Realtors) Manages
other strategies Manages Realtor video blogs/blogs/websites/squeeze
pages/fan pages/etc. Online Presence and SEO
6. Virtual Assistant 1. Outbound calls to propects/leads for
follow-up and pre-approval 2. Email follow up to prospects/leads 3.
Outbound calls to agents for follow-up, class reminders and other
related activities 4. Email follow-up to agents for follow-up,
class reminders and other related activities 5. Outbound calls to
agents' prospects/leads for follow-up and pre-approval 6. Email
follow up to agents' prospects/leads 7. Setting up leads/prospects
(inhouse', agents') to database for campaign 8. Creating various
e-mail templates for different campaign, sending these emails to
either prospects or agent partners 9. Social Media Management e.g.
consistently posting relevant content on Facebook, Twitter,
LinkedIn, Pinterest, YouTube 10. Consistently posting relevant
content ( blog posts, videos etc.) on different blog sites
(Wordpress, ActiveRain, Eproperty Sites) 11. Creating property
websites, virtual tour and blogs for agent partners via
epropertysites.com 12. Appointment setting to agent partners and
agent prospects 13. Database Management in General e.g. import and
export of contacts, data entry 14. Creating Webinar Page for Agent
Partners 15. Set and schedule revelant posts in Quick Fire Social
for different Facebook Fan Pages 16. Creating Flyers and send to
agent partners 17. Claiming business listings to promote more
online exposure 18. Backlinking/ Blog Commenting
7. Adrian- Loan Partner Takes applications Pre-quals, talks
with referrals Programs, rates, locks, run credit, etc Weekly
updates/status Grams Meets w/ Clients, Disclosures Follow up w/
borrowers, Realtors Packages file to Processor Meets with clients
Helps Processor put out Fires
8. Ileana Processor Disclosures Takes files from LO Partner/LOs
Follow up Disclosures to closing In-person appointments Appraisals,
Verifications, etcLoan Coordinator Answers phones UW Conditions
from borrowers and Agents Follow up with borrowers Puts out
fires
9. Richard (Me)
10. My Focus
11. Why Not Put It on Steroids???
12. Plant Seeds (Rainmaker) Realtor Relationships
13. Title Classes- Follow up Meetings/Realtor Stacks
14. 1. Teach Classes Schedule on Calendar New Agents and My
Core Agents 3 classes a month 6 Months Taught 181 Agents
15. 2. Stacks (one on ones) Schedule on Calendar every Tue and
Thurs. Have VA fill all slots 2 weeks in advance Schedule w/ Agents
that attended class and new agents I am wanting relationships
Research all before meeting 6 Months Met One on One with 154
Agents
16. 3. Phone Call Time-Blocks Schedule on Calendar Daily Make
list of names and numbers nightly(day before) No Changing Schedule
6 Months Spoke to 432 Agents
17. 4. Weekly Videos Schedule Every Thur. to be sent out EVERY
Sat Morning
18. 5. Follow Up 3 Handwritten Notes a Day & To All Class
and Stack Agents 6 months- 288 Hand Written Notes Database Drip
Marketing 12 Step Program Consistent Mail outs VA- Everything
else
19. Phone Blocks/60.60.30/Personal Notes Teach Classes/Agent
Stacks/Workshops Blocks- 1 hour at a time calling agentsBig picture
strategic thinking/planning Daily personal notes which include all
Agents that attend classes and meetings Agent weekly videos, video
blog Agent follow up system. Goodies, etc.. Stacks stacks and more
stacks. Invitations- Brainstorming- RequestsOpportunities