Jeff Tufford
par Scott Hudspeth
1. 30 Agents
2. Mini-Me (Assistant) Full blown licensed loan officer Saturday send invite to AMM Daily - call pre-approved borrowers and switch it up ---Text ---Email ---Phone call ---Private Facebook message ---Facebook ads directly to them ~Monday - chase and connect with 30 + Realtors a week ~Tuesday - loan updates on files in processing ~Wed - call past clients / closed files (Past Clients) ~Thursday - Follow up with Friday – make up day Required to bring in 4 loans a month / Minimum Run credit (Keep the crap from you) Set appointments Answer questions Go over numbers Meet with clients when possible but not necessary if they are long distance
3. Pre-Approved Buyers
3.1. Daily
3.1.1. Text
3.1.2. Phone
3.1.3. Facebook Private Message
3.1.4. Email
3.1.5. Facebook ads to your past and current clients once a month for a week
4. Jessica
4.1. Processor
4.1.1. Gathers Documents
4.1.2. Gives Updates
4.1.2.1. Calls Buyer Weekly / Ask for business
4.1.2.2. Calls Buying agents weekly with updates / Ask for business
4.1.2.3. Calls Selling agent weekly with updates / Ask for business
4.1.3. Meet with clients for signing
4.2. Takes File from Jeff
4.2.1. Welcome Call
4.2.1.1. Request documents
4.2.1.2. Set up a meeting
4.2.1.3. Get Documents Ready / Jeff to okay
5. Jeff
5.1. Toby
5.1.1. Take Applications
5.1.1.1. Pull Credit
5.1.1.1.1. Good Deal / Run Numbers
5.1.1.1.2. No Deal send to credit repair
5.1.1.2. Might meet with clients to sign
5.1.2. Send Invites to AMM on Saturday
5.1.3. Loan / Program Placement