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Stop Dialing for Dollars
Start Building a Business
                                    Bill Rice
                              866.667.5253
                    bill.rice@kaleidico.com
                          www.kaleidico.com
Create Your Playbook
• Study last 5 years
  – Rate markets
  – Mortgage products
• Build top 10 customer scenarios
• Build top 5 customer financial objectives
  – Create playbook matrix
  – Create top 3 options for each
• Study playbook every night & update
              Copyright © 2007 Kaleidico, LLC.   2
                    All Rights Reserved
Look at Big Competitors
•   Countrywide
•   Quicken Loans
•   What do they do well?
•   What are they telling customers?
•   What products are they pushing?



               Copyright © 2007 Kaleidico, LLC.   3
                     All Rights Reserved
Structure Your Day
• Start your day the night before
  – Read and study
  – Structure your plan
• Start the plan as soon as you arrive
  – Morning: phones
  – Midday: prepare presentations, applications, work
    emails
  – Afternoon: phones
  – Evening: phones, email, next day s plan
                Copyright © 2007 Kaleidico, LLC.        4
                      All Rights Reserved
Build Your Brand
• Decide on your value proposition
  – Credit counseling
  – Market analytics and guidance
  – Financial planning
     • Only chose one to focus on
     • Everything to everyone, means nothing to
       anyone
• Market that value relentlessly
                Copyright © 2007 Kaleidico, LLC.   5
                      All Rights Reserved
Build Your Brand
• You, Inc
• Buy a web domain, or two
• Host a website and/or blog
• Start writing
• Build an online network
• Build content appropriate to prospects and
  clients
• Links, links, links
               Copyright © 2007 Kaleidico, LLC.   6
                     All Rights Reserved
Start Client Loyalty Program
• Market your website/blog
    – Give clients a reason to check it often
•   Email them at least once a month
•   Send birthday cards
•   Call them once ever six months
•   Do a mortgage/financial/credit review
    annually
                 Copyright © 2007 Kaleidico, LLC.   7
                       All Rights Reserved
Generate Internet Leads
•   Website/blog
•   Online directories
•   Links, links, links
•   PDF downloads
•   Landing pages
•   Contact page

                Copyright © 2007 Kaleidico, LLC.   8
                      All Rights Reserved
Questions?

         Bill Rice
       866.667.5253
bill.rice@kaleidico.com
  www.kaleidico.com

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Building Your Mortgage Business

  • 1. Stop Dialing for Dollars Start Building a Business Bill Rice 866.667.5253 bill.rice@kaleidico.com www.kaleidico.com
  • 2. Create Your Playbook • Study last 5 years – Rate markets – Mortgage products • Build top 10 customer scenarios • Build top 5 customer financial objectives – Create playbook matrix – Create top 3 options for each • Study playbook every night & update Copyright © 2007 Kaleidico, LLC. 2 All Rights Reserved
  • 3. Look at Big Competitors • Countrywide • Quicken Loans • What do they do well? • What are they telling customers? • What products are they pushing? Copyright © 2007 Kaleidico, LLC. 3 All Rights Reserved
  • 4. Structure Your Day • Start your day the night before – Read and study – Structure your plan • Start the plan as soon as you arrive – Morning: phones – Midday: prepare presentations, applications, work emails – Afternoon: phones – Evening: phones, email, next day s plan Copyright © 2007 Kaleidico, LLC. 4 All Rights Reserved
  • 5. Build Your Brand • Decide on your value proposition – Credit counseling – Market analytics and guidance – Financial planning • Only chose one to focus on • Everything to everyone, means nothing to anyone • Market that value relentlessly Copyright © 2007 Kaleidico, LLC. 5 All Rights Reserved
  • 6. Build Your Brand • You, Inc • Buy a web domain, or two • Host a website and/or blog • Start writing • Build an online network • Build content appropriate to prospects and clients • Links, links, links Copyright © 2007 Kaleidico, LLC. 6 All Rights Reserved
  • 7. Start Client Loyalty Program • Market your website/blog – Give clients a reason to check it often • Email them at least once a month • Send birthday cards • Call them once ever six months • Do a mortgage/financial/credit review annually Copyright © 2007 Kaleidico, LLC. 7 All Rights Reserved
  • 8. Generate Internet Leads • Website/blog • Online directories • Links, links, links • PDF downloads • Landing pages • Contact page Copyright © 2007 Kaleidico, LLC. 8 All Rights Reserved
  • 9. Questions? Bill Rice 866.667.5253 bill.rice@kaleidico.com www.kaleidico.com