In this episode join Kenneth Travis and Kellen Vaughan as they go over budget friendly ways to go out and generate new partnerships. This is a great time to start implementing new processes and strategies that won't break the bank so when the market does turn around you will be ready.   

2:38 – Handwritten Notecards 

6:23 – Getting Client Reviews 

10:23 – Educating your Database 

14:30 – Monthly Mailers 

Takeaways: 

Don’t automate the handwritten note process because that loses the personal touch and the point of writing handwritten notes. 

Sending different, outside the box things in the mail is a great way to build that interaction with your clients. 

Utilize your CRM to encourage reviews by entering contacts into campaigns and offering incentives like drawings. 

It's essential to stay in front of your contacts regularly, even if it's not daily, to maintain your presence and relationships. 

Quotes: 

“You have to put yourself into their perspective. How are they going to feel when they receive a handwritten notecard.” 

“The point of notecards is not to just write it and check it off the list but for it to be impactful.” 

If you have a bunch of people in your CRM who have not done a review. You can enter them into a campaign and enter them into a drawing to win. I have seen people get 50-60 reviews just by doing that 

“They don’t have to have closed a loan with you to leave you a review.” 

“There's no better way to gain credibility than having others singing your praises.” 

“You do not have to email them every day, but you have to be in front of them at least once a week.” 

“Just talking about what’s going on in your local market is a great way to be a community expert and stay in front of your clients.” 

“You want people to look at you as a resource.” 

“Not everything has to be expensive.” 

“If you're not actively in front of your database right now. When rates do turn around it will be harder and harder to earn that business.”  

Show Links: 

Community Platform: www.BecomeNL.com  

Podcast Partner: https://leadpops.com/mortgage/partners/nextlevel/  

Social Media: 

Facebook - https://www.facebook.com/NextLevelLoanOfficers/  

YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQ  

LinkedIn – https://www.linkedin.com/company/next-level-loan-officers/about/