SlideShare a Scribd company logo
Here Is What You Are Getting
• Monthly webinar designed to help you grow your business.
• Support and Live Q and A.
• There is no charge for this training! Everything is sponsored by First National.
• Make sure you connect with your account manager after the event!
MONTHLY WEBINAR
HERE’S OUR PLAN
1 - The 3 systems for powerful growth in your
business!
2 - How to produce more referrals from your
existing referral partners right now and over time.
3 - How to leverage Facebook into the most
powerful referral tool you have.
WHY IS THIS IMPORTANT?
- Every referral partner you have is a source of
multiple deals for you each year.
- Every client in your database is an asset that can
help you grow your business year over year every
year for Free!
SETTING YOUR GOALS
Current $ Goal $
SETTING YOUR GOALS
D
Current $ Goal $
SETTING YOUR GOALS
D
$ Volume
$ Income
Current $ Goal $
Current $ Goal $
SETTING YOUR GOALS
D R
$ Volume
$ Income
Current $ Goal $
Current $ Goal $
SETTING YOUR GOALS
D R
$ Volume
$ Income
$ Volume
$ Income
Current $ Goal $
Current $ Goal $
SETTING YOUR GOALS
D R M
$ Volume
$ Income
$ Volume
$ Income
Current $ Goal $
Current $ Goal $
SETTING YOUR GOALS
D R M
$ Volume
$ Income
$ Volume
$ Income
$ Volume
$ Income
Current $ Goal $
Current $ Goal $
TRACKING IS YOUR KEY
TO SUCCESS
- Tracking should be done Weekly, Monthly,
Quarterly andYearly.
YOUR GOALS
D R M
$
$
$
$
$
$
Current $ Goal $
Current $ Goal $
GETTING MORE BUSINESS
FROM YOUR REFERRAL
PARTNERS
HOW TO DETERMINE HOW
MANY REFERRAL PARTNERS
YOU NEED
FOR EACH QUALITY REFERRAL PARTNER YOU
GET YOU SHOULD CLOSE 6 DEALS PER YEAR
SETTING STANDARDS
SO IF YOU WANT AN ADDITIONAL 24 DEALS 

PER YEAR YOU NEED 4 NEW
REFERRAL PARTNERS
SETTING GOALS
GETTING NEW REFERRAL
RELATIONSHIPS
STANDARD PRACTICE
1 - Providing information to the local real estate
board via private groups.
2 - Use every mortgage as an opportunity to
provide a “Results In Advance” experience.
3 - Standard lunch / dinner appointments.
ADVANCED TECHNIQUES
OUR TRAINING EVENTS
STRATEGY #1
THE LEAD GENERATOR
STRATEGY #2
THE LEAD GENERATOR
STRATEGY #2
Hi Firstname,



Congratulations on your listing at “123 Main St.” 



I am a local mortgage professional with access to local buyers on
Facebook that I think would love the property. Would you mind if I
promoted your listing to the group?



Thanks,
Example
THE LEAD GENERATOR
STRATEGY #2
Hi Firstname,



We have seen some excellent engagement on your listing!



We have shown it to x people and had x people visit your site for more details. Have
you had any direct phone calls?



I have a potential buyer that I am qualifying which I will keep you updated on. Would
you like to get together so I can show you what I did and discuss how we can drive
more business together?



Thanks,
THE MARKET DOMINATOR
STRATEGY #3
STRATEGY #3
STRATEGY #3
WHAT WE LEARNED
1 - The 3 systems for powerful growth in your
business!
2 - How to produce more referrals from your
existing clients right now and over time.
3 - How to leverage Facebook into the most
powerful referral tool you have.
How to get more referral partners

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How to get more referral partners

  • 1.
  • 2. Here Is What You Are Getting • Monthly webinar designed to help you grow your business. • Support and Live Q and A. • There is no charge for this training! Everything is sponsored by First National. • Make sure you connect with your account manager after the event!
  • 4. HERE’S OUR PLAN 1 - The 3 systems for powerful growth in your business! 2 - How to produce more referrals from your existing referral partners right now and over time. 3 - How to leverage Facebook into the most powerful referral tool you have.
  • 5. WHY IS THIS IMPORTANT? - Every referral partner you have is a source of multiple deals for you each year. - Every client in your database is an asset that can help you grow your business year over year every year for Free!
  • 8. SETTING YOUR GOALS D $ Volume $ Income Current $ Goal $ Current $ Goal $
  • 9. SETTING YOUR GOALS D R $ Volume $ Income Current $ Goal $ Current $ Goal $
  • 10. SETTING YOUR GOALS D R $ Volume $ Income $ Volume $ Income Current $ Goal $ Current $ Goal $
  • 11. SETTING YOUR GOALS D R M $ Volume $ Income $ Volume $ Income Current $ Goal $ Current $ Goal $
  • 12. SETTING YOUR GOALS D R M $ Volume $ Income $ Volume $ Income $ Volume $ Income Current $ Goal $ Current $ Goal $
  • 13. TRACKING IS YOUR KEY TO SUCCESS - Tracking should be done Weekly, Monthly, Quarterly andYearly.
  • 14. YOUR GOALS D R M $ $ $ $ $ $ Current $ Goal $ Current $ Goal $
  • 15. GETTING MORE BUSINESS FROM YOUR REFERRAL PARTNERS
  • 16. HOW TO DETERMINE HOW MANY REFERRAL PARTNERS YOU NEED
  • 17. FOR EACH QUALITY REFERRAL PARTNER YOU GET YOU SHOULD CLOSE 6 DEALS PER YEAR SETTING STANDARDS
  • 18. SO IF YOU WANT AN ADDITIONAL 24 DEALS 
 PER YEAR YOU NEED 4 NEW REFERRAL PARTNERS SETTING GOALS
  • 20. STANDARD PRACTICE 1 - Providing information to the local real estate board via private groups. 2 - Use every mortgage as an opportunity to provide a “Results In Advance” experience. 3 - Standard lunch / dinner appointments.
  • 24. THE LEAD GENERATOR STRATEGY #2 Hi Firstname,
 
 Congratulations on your listing at “123 Main St.” 
 
 I am a local mortgage professional with access to local buyers on Facebook that I think would love the property. Would you mind if I promoted your listing to the group?
 
 Thanks,
  • 26. THE LEAD GENERATOR STRATEGY #2 Hi Firstname,
 
 We have seen some excellent engagement on your listing!
 
 We have shown it to x people and had x people visit your site for more details. Have you had any direct phone calls?
 
 I have a potential buyer that I am qualifying which I will keep you updated on. Would you like to get together so I can show you what I did and discuss how we can drive more business together?
 
 Thanks,
  • 30. WHAT WE LEARNED 1 - The 3 systems for powerful growth in your business! 2 - How to produce more referrals from your existing clients right now and over time. 3 - How to leverage Facebook into the most powerful referral tool you have.