Marketing View

REFERRAL BASED BUSINESS - OVERHEAD VIEW

Let’s work together sharing our tools, resources and loan products and increase our transactions each month!

MARKETING PATHS

ORGANIC

From referrals, people that know you and trust you.

ACCOUNTS

Relationships with trusted sources able to strongly recommend our services

NETWORKING

Relationships with professionals to trade referrals.

DIRECT

Aggressive marketing to create new opportunities from strangers.

ORGANIC

ACCOUNTS

NETWORKING

DIRECT

REFERRAL SOURCES - Track Results

FAMILY

Stay in touch. Offer special benefits. Maintain great relationships

REFERRAL SOURCES

Create long-term relationships, have strong offer

REFERRAL GROUPS

Join a referral group and attend weekly meetings

LEAD COMPANY

Get daily leads, exclusive, best if live transfer

FRIENDS

Stay in touch. Offer special benefits. Maintain great relationships

POWER PARTNERS

Special group of referral partners that have strong trust relationships

 

VENDORS

Maintain online directory. Get promises to refer each other

ADVERTISING

Online ads, multiple options available

PAST CLIENTS

Stay in touch. Offer special benefits. Maintain great relationships

OTHER SOURCES

Create special referral sources

COMMUNITY

Market to other large groups you are affiliated with

SHARE COMPANY

They create leads and send us invitations. We do deals and share commissions at closing

ORGANIC

ACCOUNTS

NETWORKING

DIRECT

MINIMUM MARKETING - Low Cost

TOUCH

Consistent email and text drip from CRM, send personal messages and EOS.

TOUCH

Add technical messages to email and text drip from CRM.

TOUCH

Add networking skills to email and text drip from CRM.

TOUCH

Add strong offers to email and text drip from CRM.

SOCIAL MEDIA

Monitor “internet integrity”, interact on facebook and instagram sites, linkedin profile

WEBSITE

Promote variety of skills. Educate using module pages. Offer tools to help clients

WEEKLY MEETINGS

Join referral group and attend weekly meetings. Build referral network.

LOW COST LEADS

Get multiple daily customer leads, put in crm data base and send out clever texts. 

INTERNET POSTS

Weekly posts or blogs to show your personal side or technical abilities

WEEKLY CALLS

Do weekly calls and create introductions. Promote variety of skills

REASONS TO CALL

Focus on ways to refer each other. Meet in person and discuss

FACEBOOK ADS

Buyer, Seller, Borrower and Agent ads. Also Reverse mortgages

ORGANIC

ACCOUNTS

NETWORKING

DIRECT

SALES APPROACH - Referral Based

EOS

Communicate personal stories where you helped people. Make the story personal while still showing your skills.

CROSS-SELL

Confirm other potential sources involved in any transaction are satisfied. Then reach out and start long term relationship.

MINGLE AT EVENTS

Go to group events and practice your “matchmaking” skills at live events. Try to connect vendors together.

SHARE LEADS

Sign up with multiple companies that offer verified leads, and be ready to pay 20-35% referral. One a month can cover your overhead.

TECHNOLOGY

Know what your competitors are doing and be ready to provide the latest and best internet related marketing.

ACCOUNT CAMPAIGNS

Get latest list of professional agents. Design and Send marketing/drip about our skills, products and “tools” to specific audiences.

WEBSITE MARKETING

do Google / PPC marketing to generate the incoming traffic. Present valuable tools for the; buyers, sellers, borrowers, agents and vendors.

WEBSITE CAPTURE

Set up smart website capture features and have sales support staff workign the leads.

VIDEO MARKETING

Do a serious video campaign that includes you on video. Make helpful videos that educate and promote the home buying or selling tools we offer.

NEW IDEAS

Put in extra effort to stay informed of new marketing and sales strategies for your accounts. Try out new ideas.

VENDOR CATALOG

Digital catalog of referral partners in each vendor category that affects real estate ownership. Promote the idea of referral based business.

BUY GOOD LEADS

Work with reputable lead providers. Get live leads that are exclusive, filtered and transferred live on the phone.

OUR SYSTEMS

MORTGAGE PRE-APPROVALS

Tom Flecky does initial interviews with clients and creates solutions.

BEST LOAN SOLUTIONS

Jason Brookes is our mortgage loan expert who eliminates roadblocks.

LOAN PROCESSING

Jason’ team handles our loan processing and manages our active deals.

TRANSACTION MANAGEMENT

Tom does real estate transaction management, audits files and training.

CRM

Wiseagent and Bntouch – full featured data base sortable using groups and tags. Able to keep conversation logs and produce marketing campaigns.

Industry Software

Point/Caylx loan origination software, Loan Sifter pricing engine, MLS software including: multiple listings, customer portals, cma’s, zipforms, digital signatures and education.

REFERRAL GROUPS

Choose from BNI, Team, LeTip, Meetup and Facebook groups for example

LEAD COMPANY

FreeRateUpdate, Lending Tree, Zillow and Realtor.com

UTILITIES

Point loan software, Dropbox storage, eFAX, MLS-supra, LoanSifter, Docusign

INTERNET CONSULTANT

Assists with SEO, google ads and social media marketing strategies

VENDOR LIST

Specific data base of  our preferred vendors with contact info and video

SHARE COMPANY

OPcity, Homelight, Upnest and Lemonbrew

GREAT SERVICE

1. CHECKLIST

Maintain a very thorough list of tasks that you have to complete to provide real customer service.

2. CRM TASKS

Build in task alerts to remind us of the next key milestone priority task that is due.

3. EXPEDITING

Use milestone reporting and daily auditing of files to confirm results.

4. UPDATES

Specific updates to agents and/or clients twice a week

Tom Flecky

Tom has over 20 years experience in Real Estate and Mortgages. 

He has EXPERIENCED REALTORS who partner with him and help Buyers and Sellers get the smartest solutions to meet their dream scenarios. We specialize in buying and selling homes in Southern California!

Tom has also been doing MORTGAGES for many years. Our company GRAND AVENUE is a broker with over 40 banks and investors to choose from. We have access to all the great loan programs and can offer the LOWEST INTEREST RATES in the nation.

Real estate is one of the largest and most exciting investments one can make. We are here to make sure that your process is a fun and rewarding one!

_________

Welcome to

Grand Avenue Realty & Lending


We specialize in buying and selling homes throughout the state of California!
Our website is geared toward the Los Angeles, Orange and West Riverside county areas. We are specialists in our communities and we would be happy to help you with all of your real estate needs!

Throughout our website you will find many useful tools to assist with buying or selling a home. We are dedicated to providing the finest service available, and our website can be a great resource for you to use free! Make sure to bookmark our website for future use.

Are you looking to Buy? We will take the time to listen to your needs and desires to help you find the home of your dreams. Our “Smart Buyers” strategies will increase your buying skills and you will profit from the knowledge. Please fill out our request forms so I can help you in detail!

Are you trying to Sell? We are licensed Real Estate Specialists. We know our markets inside and out, and will do our best to make sure you receive top dollar for your home! Our home listing marketing approach is why we are so successful.

Are you looking to get a Mortgage? We are experts at all the great loan programs; Fannie Mae, FHA, VA, CalHFA and so many more… Our “Hand-On” approach and constant expediting is why we close your deals on time!