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Billing formats for clients for Mortgage

do you need some mortgage broker marketing examples are you looking for ways to attract clients as a mortgage broker to get more referrals from real estate agents as a mortgage broker I'm Nick Carpenter from Legion alone officers you're in the right spot that's exactly what we're going to talk about today now I know the board looks a little whack right now because just as like wk1234 I'm going to show you like a whole monthly plan that anybody can execute this is very simple doesn't have to take a lot of extra thought and there's literally zero cold calls involved in this and this what it's going to do is you know most people need some kind of daily or weekly or monthly plan to follow in order to accomplish something you know if if they just see this end place this end destination where they're not sure the path to get there most people just can't figure it out so what I'm going to do is just lay out a real simple plan you can just copy this and just do it in your business okay so what you're going to do is each week is going to have a specific purpose in order to get to this end goal now what's the end goal the end goal is how to get mortgage clients you know like as a mortgage broker how to get clients and what we want to do is we want to get those clients from real estate agents because I'm sure we can agree and let me know in the comments if you disagree but getting a referral from a real estate agent is such a better quality lead than getting anything off the internet right um I mean if you look at your conversion rates it's going to be significantly higher if it comes as a referral than if it comes through cold marketing on the internet obviously I'm a fan you can go back and look at some other videos I'm a fan of using Facebook ads and Instagram ads YouTube ads and things like that but I also recognize is that getting referrals is the best way you know like if you want to get clients as a mortgage broker getting referrals from Realtors or from Realtors is by far the best way you can do that so here's what we're going to do okay this entire plan is going to be based on doing a once a month event for realtors now the event is going to occur in week two okay so this is when we're going to run we're going to run the event over here and everything is going to be based off of that event now when should you do the event at least in my experience Tuesday Wednesday or Thursday those are going to be your best days to do the events why do you think that is well on Mondays Realtors are typically following up with stuff that happened over the weekend right they're they're negotiating the contracts they're getting stuff to the title company if they got a contract secured they're focused on business that happened over the weekend on Fridays they're getting ready for the business that's going to be happening the upcoming weekend so they don't care about your class or they don't care about learning or coming to your events they're focused on getting to the money all right so at least in my experience Tuesday Wednesday Thursday has been the best but you could try and see like what you think you know maybe you find a different time um and so we want to that's what's going to be based on in week two now how are we going to get people to this class right because you if you're going to go after Realtors you know we have to figure out a way to get them to the class so what we're going to do is in week one we're going to do promotion right so we're going to promote the class uh you can over here if you want to you can run a Facebook ad if you have a couple of dollars to use as an ad for more than anything else what's going to benefit you the most to get people to this class in week two is if you have Partners promoting okay so you got to have some partners that are promoting your event who should who should promote the event well it could be a title company uh title representative an insurance agent a home inspector a pool company landscaper roofer you know I mean we could keep going right there's probably like other ones uh interior designers I mean just think about a Home Warranty company think about who real who already has an audience of Realtors okay there are people who already have the people you want as an audience In Their audience and we want to go to them and partner with them and get them to promote the class at least one way that you can get this done is basically go to them and ask them to sponsor your event and when they ask you how much is it tell them I don't need your money I need your promotion I need you to tell all your people about it and get me some people to show up right that's it as long as you do that I'm going to tell everybody you're a partner and and you know we're going to be able to do great things together so that's how at least I think is the best way is to get partners to promote the class and that way you have people show up just imagine for example if you have three partners and you get each one of them to commit to five people plus what you're doing right that's we're talking about 20 people we're talking about getting 20 people to show up in a room I mean if you could get 20 Realtors to show up into your class every single month you're going to get three referral Partners out of this process right here every month if you get 20 people to show up that's at least my statistics sometimes might be higher sometimes could be a tiny bit lower we've converted as much as 66 percent of a room into referral partners with us before okay but I don't think that's normal which is why I think normal is more like 15 okay so just think about that three three uh Partners three companies that are helping you promote the class along with yourself doing it we're talking about having 20 Realtors show up for a class here okay um that would be a giant deal that would be a really really huge deal so you're going to host the events you got to find a place to do it what you're going to teach and that stuff you know you could use a title company you could use a co-working space or just rent a conference room from you know Regis or DaVinci or some of these websites that has rooms for rent and you're going to run the event this week right here that's all you're focused on is running the event this week you can talk about the event on social media you can be inviting people through private messages and all that kind of stuff but the event itself is what's really important all right now what should you teach at the event I think you should teach marketing okay you could teach stuff about mortgages you could teach there's a lot of topics you could decide to go for I think marketing is the best if you need some ideas grab a copy of the little black book of realtor events on Amazon it's a really cheap I think it's 697 and it's got 13 different ideas inside that you can that you can use right if you need if you need some ideas excuse me on what makes a great realtor event because ultimately this is about getting the Realtors to start sending you their business right because we're figuring out here is how to get clients as a mortgage broker and so we got to just stay focused stay focused on that and you can see I got one one annoying fly in here all right so week two we're running the event here right I mean ideally again we're going to go off this 20 number if we get 20 rules to show up at an event we're freaking winning okay don't don't forget that we are winning doesn't mean you have to have 20 you can have success with way less I've had as little as three people show up to a class if you want to watch us fail our way to success check out reloshow.com r-e-l-o-l-o show.com and you can watch us try to take over a new market we had a TV crew follow us around and an attempt to do that okay what's next right because obviously hosting the class itself isn't the end isn't the end result here it's not the end goal so what we're going to do is in week three we're going to follow up with the realtors that come and what we're going to do is we're going to do a zoom with them for 15 minutes okay and see my left-handed Chicken Scratch here we're going to zoom with them for 15 minutes and we're going to find out what gaps they have in their business that's the whole point and the whole goal of doing a 15-minute Zoom with them is number one it's low commitment so if this person turns out to be a jerk and you don't want to work with them you just get off the zoom right you're not tied into a one-hour lunch with them as the very first meeting we're just meeting them on Zoom the first time as a one-on-one because sometimes people are one way in a group in a different way and as an individual so here the whole goal is how do we figure out what gaps they might have that we could fill in our business some gaps that we look for in the legion you know we have a in the legion alone officers we actually have a 21 Point checklist that we use at this meeting right here because if we can get them to give us yes or no answers to 21 Questions we can for sure find gaps that we can then go back and fill and that's really what week four is about right week four is about meeting with them one-on-one and actually filling gaps okay and then the way that we do this is we book 60 minutes with the realtor and usually a 60-minute meeting that we book is going to turn into 75 minutes 90 minutes you know hour and a half is going to be more normal and then you're going to have to dip out now if you need to leave what happens is you could always have a second one-on-one back here right in week one when we're just basically doing having the partners promoting we could still be continuing those one-on-ones what we found through this process right here if you work this process okay through promoting the classes hosting the classes following up with them it's going to take you four to five hours with a new realtor in order to get the first referral okay four to five hours so how do we get that time well if you run the events let's just call this 90 minutes all right the zoom that's 15 minutes so let's just say for example we need to get to uh what's that six 240 minutes let's say for example so we're at 90 minutes here plus 15 so now we're at 105 and then over here we got let's say 90 minutes if we actually meet with them you know we say it's an hour it ends up being an hour and you know hour and a half so now we're at 180. we're really close already so all you you might have to do one more one-on-one meeting to get to your four to five hours and in your case you know some Realtors could be different but that's what we found is four to five hours to get the first deal now if you look on a national level right now ing to realtor.com the national average sales price as I'm making this video is 408 thousand eight hundred dollars 408 so if we just use a normal commission let's just say 150 150 bips right we're talking about here making about six thousand dollars so if it took you four hours or five hours to make six thousand dollars we're still making like over a thousand dollars an hour you know I mean we're talking about this is like really really good money and really high use of time and what's the best part about this is this whole thing in order to get to a client we're only talking about the very first client we're not talking about all the value that a realtor is worth as a partner you know I mean an average realtor is worth four deals so now a few times this you know four we're talking about an average partner being worth about 1.6 million a year and if you're making 150 bips I mean we're you know we're talking about good money here right we're talking about maybe 25 000 or kind of in that range you know 20 22 to 25 000 worth of commission from every realtor partner that you would add by by going through this process right here okay so I mean the the math the math checks out and let me know in the comments like if your math would be different what is an average sales price in your Market what would you make from doing this process right here but if you're a mortgage broker and you need to you know you're trying to figure out how to get more clients you could either go consumer direct which I'm a fan of but if you want long-term High use of time this process right here is going to be where I think you should focus okay there's other people with other plans this is just what I found that works the best um if you want to just paint by numbers and you want to use my classes my promotion process my follow-up process my forms everything to make sure that this actually happens for you then visit legionofloanofficers.com commit and apply to join the legion all right it's extremely affordable for the return on investment and we're going to make sure that you actually win with this through our support structure the community we've given you 18 classes you can teach so if you're doing these events on week two just just teach my classes I'll give you 18 of them you'll never have to come up with another class for the rest of your mortgage career okay and so anyways you can do this without me some people want to use my assistance and you know shortcut the success um you know get a little a little shortcut to winning but you can totally do this you can figure this out on your own and it like again if you're a mortgage broker and you're trying to figure out how to get clients how to get mortgage clients and how to get referrals from Realtors or if you just needed some marketing ideas and some different you know thought processes on how to go win in today's environment let me know what you think about this in the comments if you have other questions leave them in the comments and I'm happy to make videos addressing any questions you have and again if you like this kind of content subscribe to the channel hit that Bell button so you can get the notifications whenever I'm dropping new content and we'll see you back on the next one out