Step 1 – Important Information
In Step 1, you’ll find important information that is needed to become a successful Loan Specialist. Knowing your landing page, learning the Piggyback Program and having agreat idea of the questions on the application play a key role in your success.
It is very important to follow each step of the Training Site everyday!
Step 1a:
Your Role
There are 3 steps that describes your main purpose as a Piggyback Loan Specialist. View these steps to your right.
These three steps are you main priority as a SMA. We are going to call this the 3-Step Process.
Make this apart of your Daily Routine to do everyday in order to be successful.
Three Step Process
1: Develop and implement comprehensive marketing strategies to create awareness of PhoneOps Piggyback Program through all Social Media Sites
2: Contacting Listing Agents in regards to their active listings to discuss ideas on how to get a buyer quicker by working with you
3: Fully understanding PhoneOps Piggyback Program to enhance your marketing experience.
Step 1b:
Setting up your Voicemail
Since you are using your own dedicated phone line, you must keep this professional and change your current voicemail to the voicemail message to your right.
Checking your voicemail and responding back to potential Clients is MANDATORY. You must do this everyday several times throughout the day.
Voicemail Message
Hello, you reached Mrs. / Mr. (your first and last name) with PhoneOps Funding, LLC. I am currently unavailable assisting others.
Please leave your name, contact number, e-mail address and the nature of your call and I’ll respond within 12 hours.
Step 1c:
PhoneOps Piggyback Program
As a Piggyback Loan Specialist, it is very important that you know and learn this program. Click the logo to your right to gain access to the Piggyback Program.
Watch the video, read the program details, click the Guideline logo to read the guidelines in detail. If you have any questions, feel free to let us know so we can assist.
Step 1d:
Custom Landing Page
Click the logo to your right to view how your custom landing page will look. You must click the play button in order for the video to play.
Your landing page has all the important information about this program along with an application for completion. Test your application by completing it yourself. That way, you’ll know what questions will be asked along with knowing the length of the application.
After completing the application, check your email as the application will go directly to you and our Processing Team. This is confirmation that when anyone completes the application, you will receive it too.
This will help you when doing follow-up calls because if someone say they will complete the application Tuesday and it’s now Wednesday, you can call that person and inform them that their application wasn’t submitted and to ask if they can complete the application while on the phone to make sure they submit it this time.
Step 1e:
CRM System
It is very important to have a CRM system (Customer Relationship Management) in place in order to stay organized and to improve relationships with potential Landlords and Listing Agents.
Click the logo to your right to view the Top 10 CRMs. View the list and select the best CRM that fits you. Most offer free CRM, some offer free trials to test them out or you can have a paid plan, you decide.
Having a CRM provides automated time-consuming tasks and manages leads, opportunities, events, cases, products and services in one place. It also provides accurate reporting and analytics to measure the effectiveness of your marketing efforts.
Step 1f:
PhoneOps E-mail Account
Once your account is created, you’ll receive an email with instructions on how to setup. We do recommend that you set your PhoneOps E-mail Account on your cell phone as well as your desktop and/or laptop in order to respond to emails quickly.
Click the logo to your right to gain access to the login page. Once you receive your company email address, enter that into the email address box then the default password: P1594495177 then click Log In to gain access to your company email.
Your current email address will be cc’d on all incoming e-mails as your PhoneOps E-mail space is limited. You are required to check your account everyday throughout the day and delete messages in your Inbox as well as your Sent folder to keep storage available. Remember to include your PhoneOps E-mail on all marketing materials.
Step 1g:
Follow-Up Calls & Emails
It is very important to do follow-up calls along with responding to emails EVERYDAY! It is very important to stay in contact with each person that called, left a message and emailed you as you don’t want to lose that person as a potential client.
PhoneOps also want to keep a HIGH QUALITY CUSTOMER SERVICE RECORD so remember, keeping in contact with each Potential Client, returning calls & responding to emails on a daily basis is MANDATORY!
