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Total Expert
Loan Officer Mastermind
Generate Endless Buyer Leads
With Open Houses
What is Possible?
2.5 Meetings per week = 10 Meetings Per Month
= 12 New Referral Partners Per Year
= 96 Additional Closed Loans
Why Open Houses?
 Listings = the best buyer leads.
 Targeted and hyper local.
 Buyers typically go through open houses
prior to having a lender or agent.
 The leads are free!
The Open House Conversation
 Ask questions when you meet with agents about
how they manage open houses
What if you had an email address for every
person that walked through your Open Houses
last year?
What if we can simplify and automate the follow
up process?
Be An Indispensible Partner
 Give your agents tools to make Open Houses
highly productive
 Increase brand awareness.
 Capture 100% of foot traffic.
 Follow up campaigns.
Open House App
 NEVER write down another lead.
“Force” Registration
 Capture 100% of foot
traffic.
 Security is the concern
for the homeowner.
 Make it easy and
accessible.
Promote the Open House
 Don’t depend on the yard sign.
 Drive additional traffic by promoting your open
house online.
 Focus on advanced targeting to attract the
right buyers.
 Diversify your techniques -- Facebook, Zillow
Trulia, Realtor.com App, etc
Provide Marketing Pieces
 Create something
memorable.
 Give it shelf life.
 Co-Branded to
increase Lender
awareness.
Follow Up Email Campaign
 Create a follow up
campaign specifically
designed to engage
your open house
leads.
 Co-brand your
campaign to increase
lender exposure.
Convert On Follow Up
 Everyone should receive an email within 24
Hours
 Deliver a lasting impression – use imagery.
 Follow up again the next week.
 Track responses and adjust your campaigns
based on client response.
Make it Scale
 Reproduce with each of your Power Realtors.
 Create a repeatable process.
 Schedule Appointments with Realtors.
 Shoot for three meetings a week.
 Showcase your results.
Create A “Hot List”
 Reach our with a personal phone call.
Take Aways
 Prep your dialogue.
 Give your Partners the right tools.
 “Force” registration.
 Customize your follow up – Stand out.
 Develop a scalable process.
How Total Expert Fits
Tools Realtors Love
 Open House App.
 Automate all lead sources into ONE place.
 Single Property sites.
 Deploy “Compliant” Co-Marketing through
print, social and search.

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Loan Officer Mastermind: Generate Endless Buyer Leads with Open Houses

  • 1. Total Expert Loan Officer Mastermind Generate Endless Buyer Leads With Open Houses
  • 2. What is Possible? 2.5 Meetings per week = 10 Meetings Per Month = 12 New Referral Partners Per Year = 96 Additional Closed Loans
  • 3. Why Open Houses?  Listings = the best buyer leads.  Targeted and hyper local.  Buyers typically go through open houses prior to having a lender or agent.  The leads are free!
  • 4. The Open House Conversation  Ask questions when you meet with agents about how they manage open houses What if you had an email address for every person that walked through your Open Houses last year? What if we can simplify and automate the follow up process?
  • 5. Be An Indispensible Partner  Give your agents tools to make Open Houses highly productive  Increase brand awareness.  Capture 100% of foot traffic.  Follow up campaigns.
  • 6. Open House App  NEVER write down another lead.
  • 7. “Force” Registration  Capture 100% of foot traffic.  Security is the concern for the homeowner.  Make it easy and accessible.
  • 8. Promote the Open House  Don’t depend on the yard sign.  Drive additional traffic by promoting your open house online.  Focus on advanced targeting to attract the right buyers.  Diversify your techniques -- Facebook, Zillow Trulia, Realtor.com App, etc
  • 9. Provide Marketing Pieces  Create something memorable.  Give it shelf life.  Co-Branded to increase Lender awareness.
  • 10. Follow Up Email Campaign  Create a follow up campaign specifically designed to engage your open house leads.  Co-brand your campaign to increase lender exposure.
  • 11. Convert On Follow Up  Everyone should receive an email within 24 Hours  Deliver a lasting impression – use imagery.  Follow up again the next week.  Track responses and adjust your campaigns based on client response.
  • 12. Make it Scale  Reproduce with each of your Power Realtors.  Create a repeatable process.  Schedule Appointments with Realtors.  Shoot for three meetings a week.  Showcase your results.
  • 13. Create A “Hot List”  Reach our with a personal phone call.
  • 14. Take Aways  Prep your dialogue.  Give your Partners the right tools.  “Force” registration.  Customize your follow up – Stand out.  Develop a scalable process.
  • 16. Tools Realtors Love  Open House App.  Automate all lead sources into ONE place.  Single Property sites.  Deploy “Compliant” Co-Marketing through print, social and search.