Purpose: To actively prospect potential home loan clients, through lead providers (agents and originators) made and accompanied by amazing service. A. Source potential clients 1. Using proactive prospecting methods: methods: Create a strong network of potential clients through ongoing partnering and relationship building financial and emotional needs of the potential client by asking open ended questions and then actively to their responses 2. Pre-qualify the potential client through understanding their background situation
Purpose: To actively prospect potential home loan clients, through lead providers (agents and originators) made and accompanied by amazing service. A. Source potential clients 1. Using proactive prospecting methods: methods: Create a strong network of potential clients through ongoing partnering and relationship building financial and emotional needs of the potential client by asking open ended questions and then actively to their responses 2. Pre-qualify the potential client through understanding their background situation