FIVE DAILY HABITS

SHOW UP ON APPOINTMENTS

AND DO OUR CALL FRAMEWORK

  • Call from your 1003s On Demand number


  • Call the lead twice before moving to "No Show"

FOLLOW UP ON DOCS REQUESTED

  • Automated follow-up will begin 3 days after the lead is moved to "Docs Requested" and continued for the next 8 days.


  • Utilize "Tasks" to remind yourself to manually follow-up depending on the situation.

FOLLOW UP ON NO SHOWS

  • Automated follow-up will begin 1 minute after the lead is moved to "Follow Up" and continued for the next 4 days.


  • Do not discount no-shows* - they took the time to fill our the survey and schedule a call


  • Power Dial No-Shows

FOLLOW UP ON IN-CONTACT

(Who Stopped Responding)

  • These are highly leveraged conversations with high intent


  • Power Dial In-Contact Leads who stopped responding

POWER DIAL LEADS

  • Power dialing Leads is a fast and efficient way to call all of your Leads and quickly move them further along your pipeline.


  • Using the Power Dialer feature helps you take more applications, get documents uploaded faster, and ultimately close more funded loans!


  • To learn how to Power Dial Leads, you can: