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Branded Sales Playbooks for Loan Officers

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Examples of our Monthly Branded Sales Playbooks for Mortgage Lenders.

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Branded Sales Playbooks for Loan Officers

  1. 1. Spring transition, tax season, and beyond! GUIDE TO February Sponsored by Sample Lender of Sample Bank & Loan
  2. 2. Introduction February is the shortest month, but it's no less important than others. The holidays are over, and homeowners shift their focus to the year ahead. With a focus on the future, many homeowners will make plans to enter the market. And as the market heats up, so does the competition. So while your competition sends out cute Valentine's day cards, be the agent that adds real value. Help your clients find a great accountant for tax season, recommend a gardener, and keep them updated on changing interest rates. Use the scripts, tips, and articles in this guide to earn the best token of love and appreciation an agent can ask for: A signed commission check.
  3. 3. About the Sponsor Suspendisse accumsan eros eu elementum viverra. Donec pharetra lorem at nunc molestie, a luctus felis dignissim. Sed luctus, arcu et elementum lobortis, metus mi efficitur nulla, in varius leo turpis eget mauris. Suspendisse non congue lacus. Fusce tincidunt varius pretium. Proin a libero egestas erat porttitor feugiat sed eu ligula. Ut tristique, lacus in iaculis tempor, metus mi mattis velit, posuere porttitor purus nulla ac tortor. Vestibulum vehicula gravida pulvinar. Vestibulum at finibus est, in egestas lectus. In tortor libero, pulvinar quis convallis quis, interdum sed tortor. Praesent aliquet mi ex. Integer venenatis laoreet risus. Nullam in nibh mattis, sollicitudin mauris a, iaculis nunc. Sed vestibulum in eros et egestas. Curabitur sagittis dolor at orci iaculis mattis. Vestibulum quis dolor et urna dictum ullamcorper eu eu lorem. Quisque quis diam ornare, varius mi eget, ornare lacus. Sed rutrum sagittis urna, vitae convallis libero interdum vel. Vestibulum eu urna sit amet tortor ultrices ultrices. Integer feugiat eu risus sed efficitur. Nunc non tellus elit. Praesent elit enim, molestie a eros et, vestibulum lobortis massa. Sed tortor lectus, commodo non ultricies sed, rutrum sit amet orci. Vivamus fringilla sit amet libero id venenatis. Lorem ipsum dolor sit amet, consectetur adipiscing elit. NMLS #12345 123 Main St. Boston, MA 02134 Phone: (555) 555-1234 Cell: (555) 123-5555 Email: lender@sample.com Sample Lender
  4. 4. How to Use this Guide Engage your clients with these tools and generate leads today! The content in this guide is free to use and share! Feel free to print out scripts, copy and paste our email templates, and download images to post on Facebook. You can also access this content online! Article: 6 Ways to Spend Your Tax Return on Your Home Infographic: 6 Easy Indoor DIY Projects Social Media: 6 Posts to Engage Your Followers Today Scripts: Tax Season Phone Scripts Email Template: Add Value by Offering Home Assistance Your Network: 5 Home Pros to Share this Month If you use all the tools in this guide, we guarantee that you'll have more conversations and generate leads this season! Need a Home Pro Network? Create one at http://get.myhomepronetwork.com!
  5. 5. Article Read this article, then share it with your clients via email or social media! 6 Ways to Spend Your Tax Return on Your Home Though tax season can be stressful, deciding how to spend your refund shouldn’t be. According to the IRS, the average American gets about $3,100 back from their taxes. While many use this money to pay for family vacations or eliminate credit card debt, homeowners should consider putting this money back into their most important asset: their house. Here are six ways to spend your tax return on your home: Update What’s Beneath Your Feet For many homeowners, flooring is an all-or-nothing project. But small investments can make a big difference. Invest in a deep clean of the family room carpet, replace area rugs in the bedrooms, or splurge on sustainable bamboo floors in the hall. Shed Some Light Adding light to a space can revitalize a whole room. Replace dated fixtures with stylish lamps, or add a skylight or suntube to increase natural light. You may update exterior lights as well: motion sensing or solar powered lights can improve safety and reduce your energy bill. Make a Great First Impression Replacing your front door, refinishing (or repaving) your driveway, or adding lighting along steps will do more than increase your curb appeal. These projects will also add to the value of your home. Click here to share this article!
  6. 6. Article Read this article, then share it with your clients via email or social media!. 6 Ways to Spend Your Tax Return on Your Home Show Your Kitchen Some Love While your tax return may not pay for a new kitchen, it could pay for some dramatic updates. If your kitchen feels outdated, refinish your cabinets or replace your countertops. You could also install a trash compactor or update small appliances, such as the coffeemaker, toaster, and microwave. Refurbish Your Bathroom Start by replacing outdated or faulty faucets, and take it from there. Your bathmats, shower curtains, vanity, and mirror can be replaced within the budget of the average American tax return. Upgrade to high efficiency faucets to save on monthly water bills. Get Technical Perhaps the most fun way to spend your tax return on your home is to upgrade to smart home technology! This comes in the form of a smart thermostat, security system, or a smart speaker. Different technologies fit different lifestyles and budgets, and you can choose what works best for you. When choosing to make updates to your home, always consult a local professional before attempting to do the work yourself. Ask your real estate agent for their Home Pro Network! (cont.) Click here to share this article!
  7. 7. Infographic 6 Easy Indoor DIY Projects Help your clients battle cabin fever by sharing this infographic with them! Inspire them to update their home, and help them increase their home's value! Click here to share the graphic!
  8. 8. Phone Scripts These scripts will be sure to generate warm conversations and leads! Script for Homeowning Clients and Contacts Hi [FIRST NAME], This is [YOUR NAME] from [YOUR OFFICE]. I’m calling to see whether I can help out with your taxes, specifically as they relate to homeownership. Will you be filing on your own, or will you hire an accountant? ---- IF FILING INDEPENDENTLY: I’m impressed! Well, I do want to make sure you’re aware that you can deduct your mortgage interest and any real estate tax paid. If you decide to hire an accountant, let me know. I’m happy to make a recommendation. ----- IF HIRING AN ACCOUNTANT Great! Have you already chosen who you’ll work with? IF NO: I’ve got a great network of local pros I work with. I’d be happy to send over the list of accountants I recommend to my clients. Give them a call, and be sure to mention that I sent you! IF YES: Mind if I ask who? I’d be excited to connect and see whether I might recommend them to my other clients. The best Agents always have a reason to call clients. Rather than make the same cold calls over and over, add value by offering assistance during tax season! Click here to save this script!
  9. 9. Phone Scripts These scripts will be sure to generate warm conversations and leads! Script for Non-homeowning Contacts Hi [FIRST NAME], I’m calling to see if I can help you out with your taxes. Have you been able to find a good local accountant, or will you be filing independently? IF FILING INDEPENDENTLY: That’s great! If you decide to hire an accountant, let me know. I’m happy to make a recommendation. And while I have you, did you know that homeownership can save you hundreds, sometimes thousands of dollars a year on your taxes? Have you considered buying a home this year? ----- IF HIRING AN ACCOUNTANT Great! Have you already chosen who you’ll work with? IF NO: Well, I’ve got a great network of local pros, including accountants. I’d be happy to send over the list of accountants I recommend to my clients. Give them a call, and be sure to mention that I sent you! IF YES: Mind if I ask who? I’d be excited to connect and see whether I might recommend them to my other contacts. Be sure to ask them about the tax advantages of homeownership--it can save you hundreds if not thousands of dollars every year. Have you considered buying a home this year? Click here to save this script!
  10. 10. E-Mail Template Copy and paste the text below into an email draft and become the go-to local resource for all things home. Include a link to your network! Hi [First Name]! February is a time of transition. With tax season looming, spring approaching, and cabin fever setting in, you may find yourself a little stressed. I’m writing to offer to help! My Home Pro Network [Insert Link!] has the local service providers who can make your life a little easier this time of year: Accountants Painters General Contractors Landscaping And many other local pros! If you need help with any home projects–-or anything at all–-contact the service providers on My Home Pro Network and let them know I sent you. They’ll be sure to offer great service and a good price. Best, [Your Name] Don't let February pass you by. Use this email template as a chance to touch base and add value to clients during this short month! Click here to download this template!
  11. 11. Social Media Posts Click on the images to save them, and copy and paste the captions to social media! Get ahead on your spring cleaning! Contact one of my preferred cleaning professionals! Want to invest your tax return in your home? I have great contractors who can help with any project you want! It's the perfect season to focus on home safety! Check smoke detectors and fire extinguishers to make sure they're up to date and ready for any situation!
  12. 12. 5 Home Pros to Add Landscaper Homeowners may need dead trees or branches removed to help protect their home, or they may want to plan out their home's outdoor space. Plumber A good plumber is necessary year round, help homeowners prepare for any situation by recommending a reliable local professional. Junk Removal Spring cleaning is just around the corner! Be ready to help your clients clear their clutter by referring a reliable junk removal company. General Contractor With tax refunds and changing seasons, many homeowners consider updating their home. Refer them to a general contractor to help them get started on their renovation! Accountant Help clients get through tax season and financial planning by recommending a reliable accountant! Make sure your Home Pro Network is ready to support your clients with all of their homeownership needs. Add these five Home Pros to your network now! Don't have a network yet? Build one now at http://myhomepronetwork.com.
  13. 13. Resources Software Training Visit http://myhomepronetwork.youcanbook.me to register for a free online software review session with the My Home Pro Network team. Support Need a little help? Have a quick question? Email support@myhomepronetwork.com and we'll get back to you right away. Blog Like what you find in this ebook? We've got even more great content on our blog! Visit http://blog.myhomepronetwork.com for more! Sales Coaching Want to sell more homes? We'll connect you with a My Home Pro Network certified training partner in your area. Email mikep@myhomepronetwork.com. Want to sell more homes this year? We have the resources to help you win listings, gain market share, and add value today! Create a Home Pro Network at http://myhomepronetwork.com
  14. 14. Guide to Winter Scripts, templates, social media, and more! Sponsored by Sample Lender of Sample Bank & Loan
  15. 15. Introduction Grey skies, short days, and leafless trees create challenges for real estate agents. It's tough to show a home in its best light when there's not much light to go around. But every good agent knows that January can be among the most important months of the year. Now is the time to add value and engage your contacts to position yourself for leads in the coming months. Because while buyers and sellers may not list their home now, they're thinking about it. By establishing yourself as a resource outside the transaction, you'll be top of mind when they need an agent. Of course, a listing may come your way any week of the year. The scripts, templates, and sharable resources in this guide are designed to start meaningful conversations, no matter where your contact is in the homeownership cycle. If you put these tools to use, we guarantee that your business will be bright with listings, no matter the weather outside! Brighten Your Business!
  16. 16. About the Sponsor Suspendisse accumsan eros eu elementum viverra. Donec pharetra lorem at nunc molestie, a luctus felis dignissim. Sed luctus, arcu et elementum lobortis, metus mi efficitur nulla, in varius leo turpis eget mauris. Suspendisse non congue lacus. Fusce tincidunt varius pretium. Proin a libero egestas erat porttitor feugiat sed eu ligula. Ut tristique, lacus in iaculis tempor, metus mi mattis velit, posuere porttitor purus nulla ac tortor. Vestibulum vehicula gravida pulvinar. Vestibulum at finibus est, in egestas lectus. In tortor libero, pulvinar quis convallis quis, interdum sed tortor. Praesent aliquet mi ex. Integer venenatis laoreet risus. Nullam in nibh mattis, sollicitudin mauris a, iaculis nunc. Sed vestibulum in eros et egestas. Curabitur sagittis dolor at orci iaculis mattis. Vestibulum quis dolor et urna dictum ullamcorper eu eu lorem. Quisque quis diam ornare, varius mi eget, ornare lacus. Sed rutrum sagittis urna, vitae convallis libero interdum vel. Vestibulum eu urna sit amet tortor ultrices ultrices. Integer feugiat eu risus sed efficitur. Nunc non tellus elit. Praesent elit enim, molestie a eros et, vestibulum lobortis massa. Sed tortor lectus, commodo non ultricies sed, rutrum sit amet orci. Vivamus fringilla sit amet libero id venenatis. Lorem ipsum dolor sit amet, consectetur adipiscing elit. NMLS #12345 123 Main St. Boston, MA 02134 Phone: (555) 555-1234 Cell: (555) 123-5555 Email: lender@sample.com Sample Lender
  17. 17. How to use this guide The content in this guide is free to use and share! Feel free to print out scripts, copy email templates, and download images to post on Facebook. Article: The Different Ways to Heat a Home Infographic: Winter Home Tips Social Media: 6 Posts to Engage Your Followers Today Scripts: Cold Calls: Three Free Real Estate Agent Scripts for Winter Email Template: Add Value by Offering Home Assistance Your Network: 5 Home Pros to Share this Winter If you use all the tools in this guide, we guarantee that you'll have more conversations and generate leads this season! Engage your clients with these tools and generate leads today! Need a Home Pro Network? Create one at http://get.myhomepronetwork.com!
  18. 18. Article: From furnaces and boilers to wood stoves and heat pumps, there are many ways to heat a home. Keep reading to learn about their pros and cons! Furnaces and Boilers Most homes in the U.S. rely on a furnace for heat. The system blows heated air through ducts and vents within the home. The vents can be installed on the floor, ceiling, or along the baseboards, and provide ambient heat. While a furnace heats air, a boiler heats water, which is then distributed throughout the home via pipes and radiators. Both systems are effective at heating large homes. Both furnaces and boilers generate heat by burning fuel. Natural gas is often cheaper for a homeowner, but the home must be near a gas line. Gas systems, which are often newer and cleaner, usually have lower maintenance costs. Oil is more energy efficient than natural gas, as it provides more heat while using less, but it may nevertheless be more expensive. Oil must be delivered to a storage tank near the home and refilled as needed. Oil is more popular in rural areas without access to gas lines. Some boilers will connect to the grid and use electricity for fuel. Electric heat, popular in cities and condominiums, is often very expensive. The Different Ways to Heat a Home Educate yourself and your clients about heating systems, and help clients make the best choices when buying a home! Read this article, then share it with your clients via email or social media!.
  19. 19. Article Pellet Stoves and Fireplaces While many homeowners may try to avoid this seemingly dated way to heat their homes, using wood as an energy source has come a long way. While technology has advanced, though, wood is still best used when heating small spaces, such as a single room or a small, single story home. Circulating stoves have a fan within the system (powered by electricity) that helps circulate heat around a room and is more efficient than a traditional stove or an open fire. Older homes may have antique wood stoves that are less efficient than most of the woodstoves currently on the market. Pellet stoves have grown in popularity. Because pellets are commercially available and manufactured to burn efficiently, they eliminate the need for harvesting firewood. Pellet stoves are often supplemented by electricity to help blow the warm air around the room. Pellet stoves are often safer circulating stoves, as the outside of the stove doesn’t get nearly as hot and the minimal ashes are easy to clean. Heat Pumps Heat pumps work by taking advantage of temperature differentials to heat and cool a home. There are three types: air-to-air, water source, and geothermal. Air-to-air pumps either pull cold air in or push hot air out. Water source heat pumps use a nearby water source, which is generally warmer in winter and cooler in summer, to regulate temperature. Geothermal heat pumps leverage the constant temperature of the earth (about 50 degrees below 50 feet). Because they rely on electricity, heat pumps are best in a milder climate that doesn’t face extreme heat or cold. Space Heaters Space heaters are a great alternative to other forms of heat when homeowners have a small space to warm. Gas space heaters can only be used in well ventilated areas, such as garages or porches. Vented gas heaters, which can be installed in a room when connected to a vent that leads directly outside. Electric space heaters are ideal for heating a smaller space, such as a home office. Because the concentrate heat in a small space and are often placed within a living space (rather than in a basement or on the exterior) space heaters can be dangerous. Never leave a space heater unattended. (cont.) Click here to share this article!
  20. 20. Infographic Click here to share this graphic!
  21. 21. Social Media Posts Stuck with frozen pipes this season? Contact one of my local plumbers to get the problem fixed quickly! Winter safety tip: to reduce strain while shoveling, push the snow on a diagonal across the driveway and squat instead of bending whenever you lift the shovel. For a safer alternative to salting your driveway, use cat litter or straw to create traction. You won’t slip and your pets will stay safe! Click on the images to save them, and copy and paste the captions for social media!
  22. 22. Social Media Posts Need some extra help shoveling this winter? I can connect you with some of the best snow clearing pros with My Home Pro Network. To help protect your home against ice dams, install extra insulation in your attic. This will prevent too much heat from escaping. Though it may seem tempting, refrain from using gas-powered space heaters and grills in an enclosed space. These appliances produce harmful carbon monoxide emissions. Click on the images to save them, and copy and paste the captions for social media!
  23. 23. Scripts: Hi [Contact Name], Happy New Year! I’m calling all my past clients to make sure they’re prepared for the cold weather ahead. I know that your home is heated with [OIL / PROPANE / WOOD PELLETS]. Have you developed a good relationship with a fuel provider? IF YES: Great! I’d love to recommend them to future clients of mine. Would you mind sharing their contact information? IF NO: Well, if you’re considering a switch I recommend [Fuel Provider]. They’re a member of My Home Pro Network, and they’ll be sure to provide good service. Just make sure you mention my name when you give them a call! Warm Calls for Cold Weather Heating Helper A warm call requires you to know your client and the home they purchased. These scripts will be sure to generate warm conversations and leads!.
  24. 24. Scripts (cont.) Hi [Contact Name] Happy New Year! I’m calling all my past clients to make sure they’re prepared for cold weather ahead. I know that you have quite a long driveway. Have you developed a good relationship with a snow removal service? IF YES: Great! I’d love to recommend them to future clients of mine. Would you mind sharing their contact information? IF NO: Well, if you’re considering a switch, I recommend [Snow Removal Provider]. They’re a member of My Home Pro Network, and they’ll be sure to provide good service. Just make sure you mention my name when you give them a call! Hi [Contact Name], Happy New Year! I’m calling all my past clients to make sure they’re prepared for colder weather ahead. I know that you have an unfinished basement. Have you had a basement specialist come by to wrap your pipes and check for drafts? IF YES: Great! I’d love to recommend them to other clients of mine. Would you mind sharing their contact information? IF NO: Well, if you’re considering a switch I recommend [Fuel Provider]. They’re a member of My Home Pro Network, and they’ll be sure to provide good service. Just make sure you mention my name when you give them a call! Snow Removal Reconnect Fuel Supply Friendship
  25. 25. Email Template Hi [First Name]! Happy New Year! I hope that you had a chance to connect with family and friends over the holiday. During such a busy time of year, I know it can be tough to keep up with maintenance and projects around the home. I’m writing to offer to help you out! My Home Pro Network has the local service providers that can make your life a little easier this time of year: >Snow Removal >Fuel Suppliers >HVAC Repair and Technicians >Plumbers >Interior Design If you need help with any winter projects--or anything at all--contact the service providers on My Home Pro Network and let them know I sent you. They’ll be sure to offer great service and a good price. Best, [Your Name] Copy and paste the text below into an email draft and become the go-to local resource for all things home. Include a link to your network!
  26. 26. 5 Home Pros You Should Add Chimney Sweep Snow Removal Heating Contractors Reliable Handyman Chimneys must be free of any debris and soot before being used. Dirty chimneys may trap smoke within a home or cause a fire. Chimneys may also be a refuge for critters. It's best not to let them move in permanently. Every homeowner has a different threshold for what they can handle. Some will shovel a foot of snow. Others call for help after a few inches. Keep snow removal pro on hand to help your clients no matter the depth. As winter makes many outdoor projects difficult, homeowners will turn their attention indoors. Interior painting is a popular winter project, so make sure you have a professional who can get things done! Homeowners heat their homes in a variety of ways. Make sure you have home pros on your list who cover all different types of heating systems, and who can offer repair, maintenance, and fuel supply. Winter can test the limits of a home:Temperature extremes, numerous guests, and strain on appliances and electric systems as homeowners spend more time indoors means a lot can go wrong. A handyman is needed for emergencies and small fixes at a reasonable cost. Painter Make sure your Home Pro Network is ready to support your clients with all of their homeownership needs! Add these five Home Pros to your network now! Don't have a network yet? Build one now at http://myhomepronetwork.com!
  27. 27. Resources Software Training Visit http://myhomepronetwork.youcanbook.me to register for a free online software review session with the My Home Pro Network team. Support Need a little help? Have a quick question? Email support@myhomepronetwork.com and we'll get back to you right away. Blog Like what you find in this ebook? We've got even more great content on our blog! Visit http://blog.myhomepronetwork.com for more! Sales Coaching Want to sell more homes? We'll connect you with a My Home Pro Network certified training partner in your area. Email mikep@myhomepronetwork.com. Want to sell more homes this year? We have the resources to help you win listings, gain market share, and add value today! Create a Home Pro Network at http://myhomepronetwork.com
  28. 28. Guide to Thanksgiving Sponsored by Sample Lender of Sample Bank & Loan
  29. 29. Introduction Few holidays demand more of a home than Thanksgiving: Every kitchen appliance will be put to use, all seats in the living room will be taken, and every guest bed and sleeper couch will be occupied. If only for a day, a home's capacity for entertaining and housing is put to the test. The same goes for the homeowner! The demands of entertaining can cause stress and frustration for even the most gracious hosts. This ebook contains sharable articles, infographics, scripts, and more to help you help your clients and friends. Use these resources alongside your Home Pro Network to start conversations, establish goodwill, and strengthen relationships. This season, help your friends and clients have a pleasant and joyful holiday by providing the professional support only a true Home Pro can provide. earn your Clients' Thanks
  30. 30. About the Sponsor Suspendisse accumsan eros eu elementum viverra. Donec pharetra lorem at nunc molestie, a luctus felis dignissim. Sed luctus, arcu et elementum lobortis, metus mi efficitur nulla, in varius leo turpis eget mauris. Suspendisse non congue lacus. Fusce tincidunt varius pretium. Proin a libero egestas erat porttitor feugiat sed eu ligula. Ut tristique, lacus in iaculis tempor, metus mi mattis velit, posuere porttitor purus nulla ac tortor. Vestibulum vehicula gravida pulvinar. Vestibulum at finibus est, in egestas lectus. In tortor libero, pulvinar quis convallis quis, interdum sed tortor. Praesent aliquet mi ex. Integer venenatis laoreet risus. Nullam in nibh mattis, sollicitudin mauris a, iaculis nunc. Sed vestibulum in eros et egestas. Curabitur sagittis dolor at orci iaculis mattis. Vestibulum quis dolor et urna dictum ullamcorper eu eu lorem. Quisque quis diam ornare, varius mi eget, ornare lacus. Sed rutrum sagittis urna, vitae convallis libero interdum vel. Vestibulum eu urna sit amet tortor ultrices ultrices. Integer feugiat eu risus sed efficitur. Nunc non tellus elit. Praesent elit enim, molestie a eros et, vestibulum lobortis massa. Sed tortor lectus, commodo non ultricies sed, rutrum sit amet orci. Vivamus fringilla sit amet libero id venenatis. Lorem ipsum dolor sit amet, consectetur adipiscing elit. NMLS #12345 123 Main St. Boston, MA 02134 Phone: (555) 555-1234 Cell: (555) 123-5555 Email: lender@sample.com Sample Lender
  31. 31. ARTicle Thanksgiving and other winter holidays means hosting gatherings and spending time with family. It can often be stressful trying to find the space for houseguests to be comfortable during a holiday party. Follow these simple tips to maximize the space in your home! Refrain from pushing furniture against the walls While pushing everything to the outskirts of a room may seem like it adds more space, it really just creates more room on the floor, making it awkward for eating and socializing. Strategically placing seating and tables throughout the room can add more social space without looking cluttered, just make sure your guests have room to walk. Give furniture multiple purposes Soft surfaces, such as ottomans, footstools, and poufs can double as seating in a pinch. Any hard surface can easily become a stand in for a table by placing coasters and trays on top of them. Place pillows on the floor around a low coffee table for a cozy seating arrangement. Place tables at an angle Longer tables can crowd a room. Maximize the space by placing tables at a diagonal (the longest distance across a room). This makes it easier for guests to move around and helps the room look bigger. How to add More Space for the holidays
  32. 32. ARTicle Keep it moving Make the transition from hors d'oeuvres to dinner to socializing easy by moving around furniture in between courses. This becomes a relatively simply task by placing casters under existing furniture or opting to buy furniture with wheels. Use a dining table that has leaves or use multiple folding tables. Enlist the help of a few guests to quickly rearrange furniture so the party can continue! Declutter the walls While this tip may not add more square footage to your space, it will help it feel a lot larger. Let the room breathe by clearing shelves and countertops. Walls that aren’t covered by knick knacks and art will give the illusion of more space, but leave mirrors hanging (they’ll make the space seem bigger!) Create a coatroom Smaller apartments and homes may not have the luxury of having a large coat closet for guests. Instead of filling up a coat rack or having jackets and purses strewn around the room, opt to keep everything in one place. Avoid keeping coats in a bedroom, guests will be more likely to hang around in there and they may potentially snoop. Although unconventional, opt to place a coat rack inside of a bathtub (essentially unused space during a party). Don’t over decorate It’s tempting to make a space festive for a holiday celebration, but unnecessary decor can make a space cluttered. Create a simple centerpiece for dining or use a festive table runner instead. Color coordinated napkins and disposable drinkware give the event a holiday feel without using any decorations at all. (cont.) Click here to share!
  33. 33. INfographic Click on the infographic to download and share with your clients!
  34. 34. Phone script Hi __________ ! It’s [your name] from [your real estate office]. I hope your November is going well! I’m calling to see if I can help you out. I know this time around Thanksgiving and the Holidays can sometimes be a little stressful. Do you need any help getting things done around your home? (Wait for response) If yes: Oh great! I have an online network of area home service providers I work with and trust, such as organizers, landscapers, chimney sweeps, and other pros who can help out this time of year. Do you want me to send you a link? (Wait for response) Sounds good! I’ll send that over to you now. Be sure to mention my name when you give them a call! While I have you on the phone, do you know anyone looking to buy or sell a home? If no: Well, if you ever need help for the holidays–-landscaping, organizing, interior design, that kind of thing–-I have a network of home professionals who I work with that I’d be happy to share with you! Would that be useful to you? (Wait for response) Great! I’ll send you a link to my network so you can take a look at some of my recommended vendors. While I have you on the phone, do you know anyone looking to buy or sell a home? Engage your past clients this fall by offering to help them complete home-related chores. Be sure to send a follow-up email with a link to your Home Pro Network! Click here to download this script!
  35. 35. e-mail template Hi ______! I hope you’re doing well! This time of year is always exciting, and I hope you’re enjoying spending time with family and friends getting ready for the holidays! I wanted to reach out and see if you needed any helping getting work done around your home I have created a Home Pro Network so you know who to call for just about anything! My Home Pro Network contains local home professionals I know and trust. I have service providers in my Network who specialize in the following: Landscaping HVAC Gutter Cleaning Chimneys Tree Removal/Trimming You can see My Home Pro Network by clicking here: [Insert Link] If you reach out, be sure to mention my name! I hope that you can share My Home Pro Network with family and friends, and don’t hesitate to suggest new local professionals! And of course, please think of me if you or someone you know is thinking of buying or selling a home. Thanks! Your Name and Contact Information] Use this free Thanksgiving email template to add value to clients and engage your sphere. Copy and paste the text below into an email draft and become the go-to local resource for all things home. Make sure to include a link to your Home Pro Network! Click Here to Download this Template!
  36. 36. SOCial Media Posts Caption: Company coming for Thanksgiving? Don’t worry about getting your house in order for the holiday, contact one of my local professional organizers! (link to your network) Caption: Have some unwanted guests at your holiday dinner? Contact one of my local pest control specialists to make sure you don’t have any insect or rodent guests. (link to your network) Caption: If you’re sick of raking up leaves in your yard, contact one of my local landscapers! (link to your network) Use these social media posts to engage clients and share your network! Click on each image to download it.
  37. 37. SOCial Media Posts (cont.) Caption: Is your house as cold as the turkey in the back of your freezer? I know local HVAC professionals that will help heat up your home! (link to your network) Caption:Two places where mold doesn’t belong: on your Thanksgiving dinner and in your home. If there’s mold in your house, contact a local mold removal specialist! (link to your network) Caption: Make sure your home is happy and safe this holiday season by contacting a local home security expert! (link to your network)
  38. 38. 5 Home Pros to ADD Why? As the weather gets colder, it’s important to free your chimney of any debris and soot to prevent fires. (It also helps prepare for any December visitors who may use it as an entrance). Why? This is also a preventative measure. Encourage homeowners to get their current systems checked out before running into any potential problems during the winter. Why? A plumber can do more than just unclog a toliet. Make sure homeowners have one on hand in case of any frozen pipes, leaks, and waterflow issues. Why? Between holiday decorations, gift giving, and visits from guests, it can be tough to keep a home clean and organized. Hiring a professional organizer gets a home ready for the holidays with less headaches. Why? Homes are often targeted for burglaries during the holiday season. Homeowners will want to take extra precautions to protect their home and family. Remember: Home security isn't just alarms. There are numerous other measures and an expert can help. Chimney Sweep HVAC Specialist Plumber Organizer Home Security Expert
  39. 39. Resources Software Training Visit http://myhomepronetwork.youcanbook.me to register for a free online software review session with the My Home Pro Network team. Support Need a little help? Have a quick question? Email support@myhomepronetwork.com and we'll get back to you right away. Blog Like what you find in this ebook? We've got even more great content on our blog! Visit http://blog.myhomepronetwork.com for more! Sales Coaching Want to sell more homes? We'll connect you with a My Home Pro Network certified training partner in your area. Email mikep@myhomepronetwork.com.

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