Today's Play of the Day from Andrea Erickson: Reach out, introduce yourself, and provide a status update to the Transaction Coordinators associated with your active loans. Use this script to set expectations, share key dates, and position yourself as the proactive point of contact on every file.
Pro Tip: Most TCs work with multiple brokerages, putting them in a unique position to connect you with a wide variety of agent partners and homebuyers who need a mortgage expert. Don't forget to add these TCs to your Tempo Relationship Tracker to nurture the relationship until they send you that first referral.
Here are your contact birthday & loan anniversaries for today. Be sure give these
contacts a call and log the activities in Tempo!
🎂 Client Birthdays
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🎉 Loan Anniversaries
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🤝 Teach Your Agents to Avoid Deal Killers
This week's Partner Wednesday session (August 19th at 2pm ET) digs into the deal killers that quietly cost agents closings: appraisal gaps, financing surprises, and more. Use this script to invite your agent partners, then have them register here to get the link to join you live on the call.
💸 Discover Your Newest HELOC Offering
Our partners at The Loan Store led an insightful Sales Huddle Monday, diving into the new Aven HELOC program and sharing how to spot the right clients for it. Watch a replay here to learn more about one of the most unique home equity products on the market.
👀 Why Agents Choose Someone Else Over You
Our partners at REMN are hosting a free training session to help you identify why agents pick one lender over another and how to make sure it's you the next time an agent has a decision to make. The training will be held on Wednesday, August 26th at 1pm ET, live and online. Save your seat here.
