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Agent/Lender Collaboration

Agent/Lender Collaboration. Tigerlead HS License. Collaborate. 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.

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Agent/Lender Collaboration

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  1. Agent/Lender Collaboration Tigerlead HS License

  2. Collaborate • Either Agent or Lender can make the 1st call. Whoever gets there 1st. • 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 email • 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 email or calls lender partner. Adds to drip email campaign.

  3. Lender: Day to Day CRM

  4. Lender: Detail Lead View

  5. Lender: Active & Post Closing CRM

  6. Lender: Loan Process Video

  7. Lender: Real time Realtor updates

  8. Results

  9. Emails:Texts

  10. Emails

  11. Property-Centric emails Sent at 10:14 a.m.

  12. Quick response/

  13. Effective Text Messages • 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? http://goo.gl/espiyG • Agent: Saw you saved a favorite home http://goo.gl/espiyG. When would you like to view it?

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