This is a sample lead generation guide we provide to loan officers to help them target and engage active real estate agents in their area. This marketing content is designed to help agents add value to their past clients and new buyers. When lenders show their value to agents they can build better relationships and increase their purchase referrals.

1. Spring transition, tax
season, and beyond!
GUIDE TO
February
Sponsored by Elva Wormley
of C2 Financial Corporation

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. About the Sponsor
NMLS #331981 / BRE #01274093
Elva@elvawormley.com
Office (408) 615-8500
FAX: (408) 519-5983
2845 Moorpark Avenue, Suite 209 San Jose, CA 95128
elvawormley.com/
Elva Wormley
Branch Manager/Mortgage Consultant
I have been in the mortgage industry since 1981. I am truly passionate about my
profession, and the result is that nearly 80% of my business is by referral from satisfied
clients, trusted financial advisors and the most experienced realtors in the Bay Area.
I enjoy sharing the knowledge I have gained over the years and being able to see many
happy satisfied clients. It has been such a joy! As your personal Mortgage Consultant, I am
100% committed to understanding your needs, goals and priorities, providing you with
options, so you can make informed decisions, and delivering World-Class service.
My mission is to carefully guide you through the entire home loan process, so that you feel
confident as you make choices about the many options available for your financing
strategy. With many years and a wide range of experience in the mortgage industry, I stand
ready to assist you each and every step of the way.
I understand that it’s not just a house, it’s your home. Your home is one of the largest
financial commitments that you will make during your life, and many people view that as
meaning just another monthly payment. I can help you realize that your home is truly a
valuable financial tool, and will help you achieve the dreams and plans you envision for
your future. You only think about home financing a few times during your life. I think
about it every single day. It’s your home and your future. It’s my profession and my
passion. I am ready to work for your best interest.

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. 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. 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. 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. 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. 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. 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. 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. 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. 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