How do I build the Realtor Prospect Packet?

Partner packet:

1. Create Open house presentation with several unique financing options. 
2. Video should be used as a introduction to your Realtor partner. Best practices include:

• • Introduce yourself and your practice
  • State reason for contact
  • Engage the person with a question relative to something they care about
  • Describe the nature of the services you can provide (reference the other presentation TCA
  • Briefly describe financing options
  • Tell partner that you can record a new video on this same presentation, but directed at prospective borrowers and shared to social media (Can also assist with other properties)
  • Include a call to action at the end. Can be as simple as telling the agent to call you for more details, but make it time sensitive "Call me as soon as possible so we can work together to ensure our mutual clients get the necessary information to make an educated mortgage decision."

3. Build TCA for sample borrower

4. TCA can be a Purchase power, Cost of Waiting, or even a combination.

5. Record video and use the same process above, but aimed at a borrower and cross sell the Realtor:

• • Introduce yourself and your partnership with Realtor
  • State reason for contact- partner referral 
  • Engage the person with a question relative to something they care about- (new home, cost savings)
  • Briefly describe financing options
  • Tell borrower that the presentation can be altered at any time depending on their needs
  • Include a call to action at the end and cross sell again. "Call me (or Realtor) today, so we can work together to ensure you have all of the necessary information to make an educated home buying decision.

Use the scripts to compose a Realtor facing email with your value proposition. you can find scripts here.

Added Bonus: Add an image of the RateWatch chart to the bottom of your email to further show your position as a trusted originator with the borrower's best interest in mind.

We also held a training call in which we covered this in detail. You can access that here:

http://www.youtube.com/watch?v=rWdZTTmp3r0