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A GENT /L ENDER C OLLABORATION Tigerlead HS License.

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Presentation on theme: "A GENT /L ENDER C OLLABORATION Tigerlead HS License."— Presentation transcript:

1 A GENT /L ENDER C OLLABORATION Tigerlead HS License

2 C OLLABORATE Either Agent or Lender can make the 1 st call. Whoever gets there 1 st. If LENDER: he approaches from a customer service standpoint and boasts about the agent that is associated with the website. Will always send text if wireless number. Sends an Adds to lender drip campaign which boasts the agent. If AGENT: she will also approach as customer service but will ask specific questions…about properties, communities, goals, etc. Asks if they need mortgage assistance and if so, tells them about our lender partner and then sends an or calls lender partner. Adds to drip campaign.

3 L ENDER : D AY TO D AY CRM

4 L ENDER : D ETAIL L EAD V IEW

5 L ENDER : A CTIVE & P OST C LOSING CRM

6 L ENDER : L OAN P ROCESS V IDEO

7 L ENDER : R EAL TIME R EALTOR UPDATES

8 R ESULTS

9 E MAILS :T EXTS

10 E MAILS

11 P ROPERTY -C ENTRIC S Sent at 10:14 a.m.

12 Q UICK RESPONSE /

13 E FFECTIVE T EXT M ESSAGES Lender: Dan. That home at 33 Casey Key Rd is amazing. Has Nicki shown it to you yet? Agent: Hey Dan. You saved 33 Casey Key as a fav. Did you want to view it this week? Lender: Donna, you looked at a lot of homes at our site today. Are you pre-approved for a loan yet? Agent: Hi Donna, you’re actively viewing homes at our site. Can we meet at our office this week? Agent: Lou, we’re still sending you Sarasota home listings. Are you still interested? Agent: Marianne, I noticed you unsubscribed from receiving home listings. Did you really mean to do that? Agent: Are you available this weekend to view this home? Agent: Saw you saved a favorite home When would you like to view it?


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