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.
[CRM DATA BASE – TEXT DRIP SYSTEM – ALL 4 PATHS]
ACCOUNTS
Relationships with trusted sources able to strongly recommend our services
[TOM CREATES PURCHASE OPTIONS]
NETWORKING
Relationships with professionals to trade referrals.
[TOM OFFERS MINIMUM MARKETING SYSTEM]
DIRECT
Aggressive marketing to create new opportunities from strangers.
[USE BOOK – BE THE “HOME BUYING EXPERT”]
REFERRAL SOURCES - Track Results
FAMILY
Stay in touch. Offer special benefits. Maintain great relationships
[ANNOUNCE RESKILLS – 5 DAILY CALLS – +FRIENDS & CLIENTS]
REFERRAL SOURCES
Create long-term relationships, have strong offer
[AGENT TARGET LIST – STRONG WHOPPERS – 5 DAILY CALLS – OFFER MORE?]
REFERRAL GROUPS
Join a referral group and attend weekly meetings
[TEAM REFERRAL GROUP – ATTEND WEEKLY]
ADVERTISING
Online ads, multiple options available.
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
[WEBSITE VENDOR CATALOG – 5 DAILY CALLS – REFERRAL OBLIGATION]
BUY LEADS
Get daily leads, exclusive, best if live transfer
[$ FREE RATE BUYER LEADS]
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
[GO TO CHAMBER MEETINGS – USE YELLOW WHOPPER FLYER]
SHARE COMPANY
They create leads and send us invitations. We do deals and share commissions at closing
[SIGN UP WITH MULTIPLE COMPANIES]
ORGANIC
ACCOUNTS
NETWORKING
DIRECT
MINIMUM MARKETING - Low Cost
TOUCH
Consistent email and text drip from CRM, send personal messages and EOS.
[2 QC/EDUCATION VIDEOS PER WEEK – POST TO YOUTUBE CHANNEL]
TOUCH
Add technical messages to email and text drip from CRM.
[1. OPTIONS – 2. QUALITY – 3. EDUCATION]
TOUCH
Add networking skills to email and text drip from CRM.
TOUCH
Add strong offers to email and text drip from CRM.
[1. OPTIONS – 2. DISCOUNTS – 3. EDUCATION]
SOCIAL MEDIA
Monitor “internet integrity”, interact on facebook and instagram sites, linkedin profile
[UPDATE OUR SOCIAL SITES – POST 2X WEEKLY]
WEBSITE
Promote variety of skills. Educate using module pages. Offer tools to help clients
[RESKILLS.NET SITE IS FOR EDUCATION]
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.
[EVERY TRANSACTION]
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.
[MASS MARKETING TO AGENTS]
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
current: Bntouch – full featured data base sortable using groups and tags. Able to keep conversation logs and produce marketing campaigns.
Industry Software
current: 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
current: TEAM Referral Network –
Choose from BNI, LeTip, Meetup and Facebook groups for example
LEAD COMPANY
current: FreeRateUpdate (Buyers), Google Phone Ads (Buyers), Indeed (Agents) –
maybe: Lending Tree, Zillow and Realtor.com
UTILITIES
current: Dropbox storage, eFAX, MLS-supra, Docusign
INTERNET CONSULTANT
Assists with SEO, google ads and social media marketing strategies
VENDOR CATALOG
Specific data base of our preferred vendors with contact info and video
SHARE COMPANY
OPcity, Homelight, Upnest and Lemonbrew (pay them % of profit)
GREAT SERVICE
1. ORIGINATING
Maintain a very thorough list of tasks that you have to complete to provide real customer service.
[TOM STARTS – JASON TAKES OVER AFTER 24 HOURS]
2. CRM TASKS
Build in task alerts to remind us of the next key milestone priority task that is due.
[ADD OUR MARKETING TASKS]
3. EXPEDITING
Use milestone reporting and daily auditing of files to confirm results.
[PROMOTE OUR QUALITY CONTROLS TO AGENTS]
4. UPDATES
Specific updates to agents and/or clients twice a week
[SEND OUT EMAIL STATUS REPORTS – TOM FOLLOWS UP]
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!
