How We Help Mortgage Professionals Add 10 Referral Partners Using Video Sales Letters And Remote Appointment Setters
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Jamey Milheiser - Bank Loan Officer Lands Whale Realtor And 2 More Realtor Partners In 5 Weeks!
He needed someone to do the heavy lifting of prospecting for him so he could focus on talking to more qualified realtors, more consistently (without cold calling himself or wasting time doing $10/hr tasks when his time was worth $100+/hr).
Within the first 5 weeks, he landed a "big fish" realtor in his area and 2 other realtor partners (producing 8+ buyer sides) all which sent him at least 1 referral, and that was all without him making a single cold call and without going to a single networking event.
When we began to take over the calls for him, we has seeing about 4-5 warm meetings with realtors every week. One of which turned out to be a top producing realtor who Randy closed a transaction with in 30 days and then 2 more transactions 60 days later!
Not only has he closed deals and gotten referrals every week, but he has more time freedom and more mental bandwidth. Previously, he was making a ton of calls himself and he found that it was affecting his mindset when he made all those cold calls and he wasn't able to tackle the rest of his day 100%. Now the calling is hands off, and now he only talks to realtors that are open to talking with him from the meetings we had set for him.
Daniel was feeling like a glorified telemarketer. He was making cold calls to realtors himself and ended up working with realtors that were not only demanding but that he had to "babysit" all the time. It wasn't the ideal situation.
Not only has he been able to generate referrals every week from his new referral partners, he's also now been able to partner with the listing agents from the deals he's done with his new referral partners. Not only that, he's gotten opportunities to speak at realtor offices as a result of his new referral partners making the introductions.
Roy decided to take a different approach. When everyone was reaching out to realtors. He had us reach out to divorce attorneys to help him establish referral partnerships. Within the first 3 months, he established a partnership with a divorce attorney who he closed a deal with and has received 4 more referrals as that attorney's exclusive go-to lender!
He saw that the market was slowing down and rather than slowing down with it, he made the adjustments to be able to adapt and grow despite issues with inventory and rising interest rates.
When Tyler had heard about us from a colleague working with us, he had no outreach going out to realtors other than a few calls every week that didn't yield the results he had hoped for. Being that he was a new self generating loan officer that had tapped into all the referrals from his sphere of influence, he needed a consistent source of business.
He knew he didn't want to buy leads and so the only logical choice was building his realtor base. The only thing stopping him for the longest time was call reluctance and procrastination. Within the first week, he was talking to 4 full time producing realtors in his local area. He now uses Maverick Media Lab as his sole sources of generating business (aka realtor meetings).
When we began working together, the first thing we did was expand the target area. Then we "scrubbed" the realtors to make sure it was exactly who Karen was looking for then we brought her on average 5-6 meetings per week. She's now closed deals with realtors she previously didn't have as realtor partners!
By growing his referral partnerships with our help, he's been able to increase referrals coming in, which by effect, increased his monthly closed deals. Now he not only has a way to get more closed deals but also a marketing company by his side to help him scale!
Now he's able to consistently get realtor lunch meetings on demand. Realtors are not only impressed with the approach but they're intrigued enough to take the time to meet him for lunch and learn more about what he can offer them.
We've nailed down the formula for consistent referral partners:
Consistent outreach + unique value proposition + clear system = consistent producing realtor partners sending deals!
He took the leap of faith and what he began to see was appointments with realtors rolling in, what's more is he saw that the realtors were engaged, they showed up, and they were actually open for a partnership. Ryan was half expecting this to be the same as his previous experiences with marketing companies. What he found was a company that kept their word and delivered on what they said they would.
Within his first month, he generated 20 appointments, his second month, he started getting referrals from realtors, his third month, he began closing deals from those realtors, and now he has a solid base of producing realtors bringing him at least an additional 1M+/month to his business.
After a couple talks with Gilberto he made the leap of faith, made his money back within 60 days and now refers his colleagues to Maverick Media Lab because a strong base of 10 realtor partners all of which produce 8+ buyer side transactions.
Within the first 60 days, she began seeing referrals coming in, so much so that she began to tell other sales manager in her company about our program and the word had gotten to the CEO of the company who had then reached out to all the branch managers in the company about Maverick Media Lab!
What we've found is that realtors are willing to work with other loan officers outside of their current network - so long as the loan officer can grab their attention , keep their attention on the meeting, and follow up effectively. Tim was shocked to see how many realtors were open to working with him, and he got even more impressed when realtors sending referrals!
In less than 45 days, he began seeing referrals coming in from realtors we had set appointments for on his calendar. In a span of 3 months, he was able to DOUBLE his partnerships with realtors in a competitive area. Now he's consistently generating referrals from realtors and the best part? No buying leads, getting stood up to coffee meetings with realtors and not a single cold call made on his part to realtors.
What we did was line up his calendar with warm meetings with qualified agents in his area. we took care of the time consuming task that is prospecting and he took care of the income producing activities which is talking to agents and fostering relationships. Within 60 days, he had 3 loans in escrow and 3 new realtor partners sending him business every month but most importantly a new referral source that would allow his sons to start originating deals!
Seeing the opportunity, he began working with us and the first week he got 4 appointments with solid realtors in his area. The second week he saw 5 appointments and only 4 HOURS after the meeting the realtor called him up to send him a referral. Following our realtor meeting framework, he's been able to successfully turn realtors who never heard of him to active referral partners!
Immediately, we assigned each LO to a specific area and started prospecting agents for them. Each one of them getting 4-5 warm meetings each week with agents. His LOs love it because they don't have to go and cold call agents and Brian (branch manager) loves it because he has a way to offer something that no other branch in his area can and that's to help his loan officers predictably acquire realtor partners!
He saw the only route to getting back to where he was is building relationships! He just didn't have the knowledge on how to do it in a short time frame. The solution? More opportunities to talk to realtors open to partnering with him. So we got to work and started prospecting realtors and within a short time frame, Gerry was off to the races talking to realtors he would have talked to in 3 months in just a span of two weeks! in the client interview video below Gerry said we had saved his business in a time when he had faced a crisis and he found the service to be incredibly valuable to him!
He was doing outreach himself but was only able to talk to maybe 3-4 realtors per month and getting a referral from maybe 1 of them. In just the first WEEK, he landed 5 meetings with realtors and then 5 the next week and then 5 after that. Now he has realtors referring him business and all he has to do now is just takes meetings we set on his calendar after our team prospects, qualifies them and books them on his calendar (a big difference from before).
To get JD to a place where he can predictably acquire realtor partners. We had to first implement a proven realtor prospecting system, then we gave him a proven process to follow for the meeting, and finally an iron clad nurturing system to keep him top of mind with realtors.
Vince Lopez - 5 New Referral Partners in 30 Days
Before working with us, Vince and his team were adding realtors on social media, messaging them and hoping to get a reply back but that resulted in very few appointments with a lot of time put in. Time was the last thing he had with all the files he had to take care of and not to mention helping his team of LOs as well.
After just the first 30 days he got 5 realtor referral partners and he continues to get 2-5 meetings with realtors every single week without having to cold call, go to networking events, or having to add realtors on social media hoping to get a meeting.
Within two months, she had 8 deals in escrow from realtors we brought her. six months later, she has now quintupled her business! She's now building out her branch and scaling up!
Matt needed a hands off system to book him meetings on his calendar with agents in his local area that WANTED to talk to him. In just the first 3 weeks, he got 22 appointments, two of which sent referrals in those first 21 days and 1 turned into a closed deal, all within less than a month of working with us!
He was so impressed with the results that he shouted us out during one of his Edge Home Finance weekly Zoom meetings!
She had been referred by a colleague at Edge Home Finance and took the leap of faith like many of our clients. In the first few days after her onboarding call she got her first meeting and she was incredibly happy with the quality and openness of the realtor. Within 3 weeks, she already started getting referrals from realtors and to this day is still getting referrals from those same realtors!
The problem was he didn't know how. He knew that using tools like social media could be useful but he was confused as to how to use it. During our onboarding call, we revamped his entire realtor prospecting to the point where he has a hands-off realtor prospecting system that consistently grows his network of realtors that send him business!
Every month since starting with us, he's been averaging one new referral partner that is sending him business. He's been so happy with the system, he referred our company to all his loan officers!
For Aileen, she wanted to ramp up the amount of referral partners so we put in the work to turn on the flood of appointments. Within that first week she got 11 appointments! She was so ecstatic, she gave us a call thanking us for our service and even referred us to her mortgage broker colleagues!
So he brought us on to take care of all that for him. It got to the point where he had to hire a referral partnership managers because of all the appointments we were able to get him every single day. The end result? 30+ partners for him and his branch! In 7 months, we turned strangers into referral partners!
So the very first month, we focused on two things to bring him results like never before: bringing in new referrals from past clients, old leads and realtors. The outcome? He closed $21,000 in commissions in less than 2 months! A bigger ROI than all the companies he had tried combined!
He came to us confused and with a lack of direction. Immediately, we give him a proven process for booking endless realtor appointments, we then gave him our realtor meeting framework which is a proven system battle tested by our highest performing clients to arm him with the knowledge to turn strangers into realtor partners. In the first week , he got 7 appointments. In the second month, he got an entire real estate team of 5 agents to partner with him!
What he found most valuable is not only the time that this system saves but how fast the results came. Prior to this, it would take him 6 months to acquire 1 CPA partnership. Similar to our other clients, he loved that our service was fast, simple and we did what we said we would do.
Tom Randall - Consistently Lands Meetings With Potential Referral Partners Using the Referral Connector Blueprint
Before working with Maverick Media Lab, Tom didn't have a way to get new business. Advertising wasn't an option for him so he was either left with asking his past clients for more referrals or acquiring new referral partners.
After he had tapped out his network with referrals he was left with finding new referral partners but he had no way of predictably sending appointments much less over value that stood from the many other reaching out to the people he wanted to work with. When he implemented our system, he immediately got the confidence to be able to book meetings with any realtor in his area and offer value and immediately standing out from his competition.
Mark Lennox - Generates His Own Leads & Attracts New Referral Partners Every Month
As a new mortgage broker, Mark didn't know how to go out and get new business aside from his sphere of influence. He knew that just sticking to referrals from friends and family would only take him so far so he sought out for help from Maverick Media Lab.
After utilizing our referral marketing and direct to consumer system, he saw instant growth in 90 days. He was getting calls from potential borrowers and from realtors that he otherwise wouldn't have been able to meet had it not been for this system. More than anything he has control of his business and can grow it through different avenues so it withstands any market changes.
Dale Phelps - Consistently Generates Scheduled Appointments With Qualified Prospects
Dale Phelps had been hesitant to try any sort of online marketing to generate more business. He was skeptical as he had never tried online marketing before so he didn't know the first steps or where to get started marketing his business to home buyers and realtors.
After taking a leap of faith, the first week he generated 2 appointments with home buyers. He consistently gets these appointments which then add to the pre-approved buyers that he can send to realtors which in turn, turns into more referrals for him and ultimately becoming the preferred for his realtors.
Loren Ragland - PRMG Sales Manager Uses Our System To Start Generating Meetings With Potential Realtor Referral Partners
Loren's biggest struggle was setting meetings with realtors so he can grow his business. He would cold call, visit realtors in their offices and go to networking. All of which took time and yielded little results for him.
Using our methods and referral partnership meeting framework, he's been able to not only book meetings without it taking time out of his day, he's equipped with the tools to present value to realtors and initiate a partnership.
Gabe Winslow - Closes 3 Transactions From New Referral Partners in 75 Days
As a mortgage broker, one of Gabe's primary lead sources was realtors. He had no problem going out and setting meetings with realtors but as his company grew he was finding that the time used for prospecting realtors was diminishing as other things were of higher priority. Regardless, he knew that realtor partners were essential for growing the purchase side of his business.
With our Done For You system, he was able to consistently get on 3-5 meetings with realtors per week during the pandemic and the refinance boom. He closed 3 transactions from his realtor partners in only 75 days not to mention the many more referrals come from those realtor referral partners in the years to come. He's still receiving meetings every single week and consistently growing his referral base of realtors.
When asked to give a few words on the feedback of the program and his results, Gabe Winslow said the following (see screenshot)
Here's what Jack Little had to say about this system after 60 days of using our system (see screenshot).
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