Time: 10 minutes
Welcome to The Mortgage Machine - "Free Deal Challenge"!
Our goal is to give you everything you need to get a purchase, refinance, or referral deal started in the next 7 days. You get to focus on the sales while we handle all the marketing. Together we'll do our best to break some records!
If you follow the steps outlined in this checklist, there is a high probability that we can actually get this done for NO COST:
Mortgage Machine(n): A system to increase consumer direct business, past client business, and referral business for the purpose of growing your production, your database, and your team
Time: 5 minutes
The purpose of this call is to welcome new leads to the challenge and set them up to win. The participants will receive a checklist that mirrors the checklist below. This call should just be making sure that the participant is getting set up to submit their list within 3 days:
Compliance Form
The purpose of this call is to welcome new leads to the challenge and set them up to win. The participants will receive a checklist that mirrors the checklist below. This call should just be making sure that the participant is getting set up to submit their list within 3 days:
Time: 10 minutes
Step 1: Make A List
The Foundations
Time: 10 minutes
Now it's time to start building your Mortgage Machine! The purpose of this call is to welcome new leads to the challenge and set them up to win. The participants will receive a checklist that mirrors the checklist below.
Step 2: Make An Offer
Free Marketing Software:
Login: The Mortgage Machine
Username: {{form.Client_email_address_2}}
Password: GetDeals2020
Mobile app:
Android: Download*
Apple: Download*
*Download these on your mobile device and log in with your "username" and "password"
Time: 5 minutes
The purpose of this call is to welcome new leads to the challenge and set them up to win. The participants will receive a checklist that mirrors the checklist below. This call should just be making sure that the participant is getting set up to submit their list within 3 days:
Step 3: Make Money
Join The Challenge Group:
Join Group: The Mortgage Machine - Challenger's Arena
Make a post "calling your shot" by letting everyone know your 3 month production goal. If you're confident your business can hit this goal this step is must do!
Time: 5 minutes
The purpose of this call is to welcome new leads to the challenge and set them up to win. The participants will receive a checklist that mirrors the checklist below. This call should just be making sure that the participant is getting set up to submit their list within 3 days:
Here's What's Next:
Mortgage Machine(n): A system to increase consumer direct business, past client business, and referral business for the purpose of growing your production, your database, and your team
Free Marketing Software
Login: The Mortgage Machine
Username: {{form.Client_email_address_2}}
Password: GetDeals2020
Mobile app:
Android: Download*
Apple: Download*
*Download these on your mobile device and log in with your "username" and "password"
Facebook Support Group
Join Group: The Mortgage Machine - Challenger's Arena
1. Open this url (Or go to Challenge Upload ⚡)
2. Open their list (Once you open the link, click open with google sheets)
- Duplicate their sheet (Bottom left, right click on the tab and click duplicate if they didn't do it with our template)
- Scrub the duplicated sheet (Only need first name, last name, email and phone number. If they also have their loan rate, you can rename that as source to upload it)
*Most important is their mobile phone number
> If there are multiple numbers in different columns (Move the mobile number in front and then merge the columns)
Highlight Columns -> Format -> Merge Cells -> Merge Horizontally
> If there are multiple numbers in the same column (Split the data and then also add 3 extra empty columns to the right)
Highlight Column -> Data -> Split Text To Columns -> Separator -> (Select the one that is dividing the information)
> If their full name is in the same column split by a comma (Do the same above)
Above the 2nd column add First Name and the first column last name
3. Download the scrubbed list (File -> Download -> CVS)
4. Upload the scrubbed list to their account
https://app.marketmortgage.io/
- Go into client's account (If you can't find it, look for their email under team management in the agency level - they might have renamed their settings)
- Go to the contacts
- Add contact
- Import Contact
- Go through the steps (If everything is done correctly, only thing that needs to change is on step 5)
- Add the correct tag for the list uploaded (Tags would either be "Purchase Lead", "Past Clients", "Referral Prospects" or if they have "Refi leads")
5. Organize the challenge (Set up for 7 days)
- Order of challenge (Past Client -> Purchase Leads -> Refi Leads -> Referral Prospects)
> Past Clients (50)
> All Leads (100)
> Referral Prospects (25) *Important to make at least 1
- When tagging the contacts make sure to sort it by "Date Added (ASC)"
- Actually tagging the list for the challenge
>If their list is big (Just do it for 7 days)
>If their list is small (Check if they are doing the one app challenge or 7 days)
(Just do for 1 day + Referral if one app challenge)
- Tag each day numerical order with letter in front Example for 5 days below
>Past Clients - > p1
>Past Clients - > p2
>Purchase Leads > a1
>Refinance Leads >l1
>Referral Prospects > r1
6. Set up Bulk Request
- Create Bulk request under marketing
Name [Emoji] [List] ([How many in the tag])
Contact Type All
>Tags & Campaign
Past Client -> Database - Refinance
All Leads -> All Leads - Purchase
Refi Leads -> All Leads - Refinance
✨ Referral Prospects -> Referral Prospects
> If it's the realtor's list
- Do the same but add name/initial in the end
7. Campaign Configuration
- Go into the campaigns that are going to be used
- inside campaign configuration assign the user (If they don't have a user, add one because they might already have a ghl account)
8. Activate the triggers
- Turn all the draft to Active except the schedule triggers & Josh Updates unless they upgraded
9. Finish tracking
- change "-" to "x" to let everyone know it is done
Time: 30 minutes
Meet on zoom to kick off the challenge!
Join Zoom Meeting
https://zoom.us/j/6189804370?pwd=VEJvWkZWREtucSt1MzA2OSt2RGZ5UT09
Meeting ID: 618 980 4370
Password: amandla
The Mortgage Machine: https://app.marketmortgage.io
How to Add Your Phone Number
Time: 1 hour
After they've completed the challenge, it's time to make an offer to upgrade.
Realtor Funnel - Example
GHL Examples - Julian Jackson / Michael Maloof / Shawn B.
Challenge List - Example
Time: 30 minutes
Get the paperwork signed and welcome them to the team!
Time: 20 minutes
Set up GHL for josh to start campaigns
Send a quick email to the client to thank them for their time and dedication so far, and to notify them that work has officially begun on the project.
There isn't necessarily much information to impart here; it's more a gesture towards keeping your client updated and the processes behind the project as transparent as possible.
The widget below has a template email with the client's email address auto-filled already. It's worth spending some time personalizing parts of this to best suit your situation with the client, so be sure to edit the body of the template that's listed inside of square brackets.
Give it a look over and edit it to suit your needs, then hit "Send" before moving on to the next task.
One week into the project, or since your last call is a good time to have a follow-up with your client to address any concerns they might have, as well as give them routine updates.
Even if they have access to a project view where they can see updates, delivering this information in a short, formal call can do well to assure the client that the project is progressing as planned, and to reassure them that they have made the right choice in choosing you as their solution.
Once scheduled, record the date of the first follow-up call below.
Make notes on the call, and then consider whether the feedback from the client means that any changes to the marketing strategy will need to be made, and record your decision below.
Make a point to send a follow-up email as soon as you get off the call, including all the information discussed, so that there is a clear record of each exchange for everyone involved.
Based on the feedback to the first follow-up call, apply the suggestions made by your client to the marketing plan and inform the team of any revisions.
Be sure to record the changes that need to be made in the form field below.
Use this sub-checklist to keep track of progress:
To make sure that you address any concerns and keep the client in good faith, have an additional follow-up call with them about four weeks into the project to make sure everything is going well.
Once again, record the date of the follow-up call with the form field below.
Then, as before, make notes on the call.
You should always consider how the current strategy could be improved; all feedback from your client is a valuable insight into what could potentially be faults in your plan.
Use the form fields in this task to record your thoughts and findings.
After the call, it's a good idea to chase them with an email summarizing everything you discussed, including project status updates, issues the client might have had, and any additional details.
If your client has any problems, they will have communicated them to you in your last call. Based on this feedback, make any changes you deem necessary to course-correct and eliminate the client's concerns.
Be sure to record the changes that need to be made in the form field below, and as before, it's important to inform the whole team of any changes made.
