What to DO to GET Referrals: Leadership – Integration

Referral Trigger for the week of April 24
Topic: Leadership
Conversation lead by the Sugarloaf Team 

Handsome businessman stretching hand for handshake over gray background
The role of the MentorCoOrdinator is integration
– so new Members come up to speed as quickly as possible.

  • How do you bring new clients onboard?
  • What tools and checklists do you use to be sure
    new clients are comfortable with your system
    and know what to expect?



3 Responses to What to DO to GET Referrals: Leadership – Integration
  1. Russ Portr
    April 21, 2017 | 10:15 am

    New clients, like new friends or new work associates need to understand how you communicate and when you communicate. It’s good to review when and how a new client should expect to hear from you and confirm with them that your model is acceptable. Don’t assume a txt is OK. They may prefer a call or email. Establishing a practice of how you will communicate, when you will communicate and what they can expect to see or hear when you commucate, is a great way to establish that new relationship.

  2. Patty Williamson
    April 21, 2017 | 11:06 am

    When I have a new client, I first discuss the overall loan process and what to expect as we work together to get the loan to the closing table. I provide them a “Your Home Ownership Guide” packet which introduces my team and our roles during the loan process. It also provides the client with Do’s and Don’ts during the loan process as well as description of each step in the loan process and what to expect. In addition to the packet, they receive weekly email updates from me that go to them and the buyer and listing agents. We also send them 5 different videos during the loan as we are ready to enter each stage of the loan process, such as We are in the underwriting stage, appraisal stage, you are clear to close, etc. My goal is to make sure to keep communication flowing during the entire process to make my clients feel comfortable and confident that we will get them to the closing table with minimal stress and on time!

    • Jenya Hampton
      April 21, 2017 | 4:39 pm

      Patty, I have a similar system in place for my clients that walks the through what to expect as we work together. However, I love the idea of videos sent during the process to make it more comfortable and familiar. Thank you for sharing your process.

      Jenya Hampton

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