InfoMinute Seminar

Orientation Essentials

Congratulations to our new VisitorCoOrdinators!
Some of their Single Best Things include:&nbsp;
<ul>
<li>Attention to contact spheres and maintaining Team balance,&nbsp;</li>
<li>Blanace creates referrals, and</li>
<li>Sending welcome emails and InfoMinutes ahead of the meeting.&nbsp;</li>
</ul>
Play ball!

Roswell 400

Emory

North Fulton

North Point

Peachtree

Downtown Woodstock

Canton Business Leaders

East Cobb

Virginia Highland

Brookhaven

Newnan

Paulding

South Gwinnett

VisitorCoOrdinator Training on April 3

"ABL" - Always Be Learning!
While all licensed mortgage originators are required to take annual continuing education in order to maintain licensure, this education alone does not lead to success in my business. Some of the additional steps I take in order to be successful are as follows:
1. I actively seek out additional knowledge and training on the industry and financial markets in order to stay in front of trends and changes that may affect my team, referral partners, and customers.&nbsp;
2. I have fantastic mentors in my industry that I regularly lean on for advice and guidance.&nbsp;
3. I often explore non-traditional products and strategies that expand my knowledge on residential lending and the types of customers I can serve. This has allowed me to provide solutions to a wider variety of customers, some of which have strong finances but need more flexible guidelines in order to realize their dreams of homeownership. My self-employed, international, and investor clients have especially enjoyed the expertise I bring in this area.
4. I regularly attend and participate in webinars, workshops, and mastermind groups in order to sharpen my tools and knowledge base.

What have you worked hard to learn in order to excel at your business?
<ul>
<li>Do you take continuing education in this area,</li>
<li>or have a mentor,</li>
<li>or read extensively,</li>
<li>or attend conferences?</li>
</ul>
How does this skill and understanding give clients who choose you a competitive advantage?
&nbsp;

Purple Cards Create Referrals | Tools | PowerCore.net

Purple Cards Create Referrals | Tools

Carpet Cleaning

Opportunity: Provides a steady stream of new opportunities.

VisitorCoOrdinator

Quality: Provides an environment of quality and trust so Members are comfortable referring clients to each other.

MembershipCoOrdinator

Quality: Assists the MembershipCoOrdinator.

Francisco Neri

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