building your mortgage business
Post on 10-May-2015
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Stop Dialing for DollarsStart Building a Business
Bill Rice
866.667.5253bill.rice@kaleidico.com
www.kaleidico.com
Copyright © 2007 Kaleidico, LLC.All Rights Reserved
2
Create Your Playbook
• Study last 5 years– Rate markets– Mortgage products
• Build top 10 customer scenarios• Build top 5 customer financial objectives
– Create playbook matrix– Create top 3 options for each
• Study playbook every night & update
Copyright © 2007 Kaleidico, LLC.All Rights Reserved
3
Look at Big Competitors
• Countrywide• Quicken Loans• What do they do well?• What are they telling customers?• What products are they pushing?
Copyright © 2007 Kaleidico, LLC.All Rights Reserved
4
Structure Your Day
• Start your day the night before– Read and study– Structure your plan
• Start the plan as soon as you arrive– Morning: phones– Midday: prepare presentations, applications, work
emails– Afternoon: phones– Evening: phones, email, next day s plan
Copyright © 2007 Kaleidico, LLC.All Rights Reserved
5
Build Your Brand
• Decide on your value proposition– Credit counseling– Market analytics and guidance– Financial planning
• Only chose one to focus on• Everything to everyone, means nothing to
anyone
• Market that value relentlessly
Copyright © 2007 Kaleidico, LLC.All Rights Reserved
6
Build Your Brand
• You, Inc• Buy a web domain, or two• Host a website and/or blog• Start writing• Build an online network• Build content appropriate to prospects and
clients• Links, links, links
Copyright © 2007 Kaleidico, LLC.All Rights Reserved
7
Start Client Loyalty Program
• Market your website/blog– Give clients a reason to check it often
• Email them at least once a month• Send birthday cards• Call them once ever six months• Do a mortgage/financial/credit review
annually
Copyright © 2007 Kaleidico, LLC.All Rights Reserved
8
Generate Internet Leads
• Website/blog• Online directories• Links, links, links• PDF downloads• Landing pages• Contact page
Questions?
Bill Rice866.667.5253
bill.rice@kaleidico.comwww.kaleidico.com
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