Step 1 – Important Information
In Step 1, you’ll find important information that is needed to become a successful Loan Specialist. Learning the program and having a great idea of the questions you may get plays a key role in your success.
It is very important to follow each steps of the Training Site everyday!
Step 1a:
Your Role
There are 3 steps that describes your main purpose as a Primary Loan Specialist. View these steps to your right.
These three steps are you main priority as a PLS. 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: Find properties that are in move-in condition in the price range of $100k to $450k and post these properties on social media to attract buyers
2: Promote the 100% Financing Program also known as 1st Time Home Buyer DPA Program when posting properties
3: Send all potential clients to the website to apply online for approval. Help each client through the process until closing.
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 100%
Financing Program
As a Primary Loan Specialist, it is very important that you know and learn this program. Click the logo to your right to gain access to the 100% Financing Program.
Watch the video, read the program details, also read the guidelines in detail as this is the program you will send all your potential clients.
If you have any questions, feel free to let us know so we can assist.
Step 1d:
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 1e:
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 1f:
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!
