Podcasts about liondesk

Today's episode, with Chris Linsell, is on one of the most popular topics. I talk about it in so many classes, and people have so many questions. Chris is an expert reviewer of customer relationship management systems, or CRMs, the organizational tool we all need to have in some form. He breaks it down into how we use it, why we use it, and how we can benefit from having this system in our business. When he explains it, he makes these principles and ideas easy to understand, so I love his teacher heart that comes through. He and I discuss many tools for you. We talk about the broker-centric systems that many of you already have access to in your brokerage firm, we also then talk about some of our favorite independent systems for you to consider. Listen in for timely expertise on CRMs and more office tech.   Announcement: The Center for REALTOR® Development has migrated all of its educational tools to one website: Learning.REALTOR. [1:51] Chris Linsell is an expert and reviewer for customer relationship management systems. [4:09] Monica welcomes Chris Linsell to The Center for Real Estate Development Podcast. As a consultant, Chris stays up with tech and real estate trends; he needs to know a lot about a lot of things. [5:21] A CRM is a customer relationship management system. A spiral notebook can be a CRM. [8:18] We all must manage customers and relationships. Most agents think of a CRM as difficult technology and software. Technology provides the tools we use to create the business that we want. Those tools are often based on the internet. But don't overcomplicate things. [11:01] If you want to scale, you are going to need better technology. You cannot share a spiral notebook or an Excel sheet with your associates. Agents need to keep up with leads and current clients, their deals, and their client database. [14:21] Chris's top CRM recommendation for real estate professionals is LionDesk. Other CRMs he recommends are MarketLeader®, Elevate Social ProTM, IxactContact, TopProducer®, PropertyBase, and WiseAgent. Monica likes WiseAgent and Follow Up Boss. [23:56] Compared to general-purpose CRMs, these real-estate-based CRMs give you an amazing number of tools in one piece of software, Chris explains how CRMs substitute for tech stacks. [27:22] What are CRM best practices? Use it every single day. Take advantage of the shortcuts your CRM provides. For example, sync contacts with your CRM. [31:30] Chris advises Monica to commit to one consistent place to enter contacts, so she will have all her contacts together. Also, get tech support. Your brokerage may offer you a CRM, but have an exit plan in case you leave. [37:11] Chris always coaches agents considering a CRM to ask themselves three questions: Can they commit to it for at least one year of subscription? It takes time for a CRM to build value. Does this tool solve one major problem? Does this tool provide the opportunity to effectively exit it if needed? [39:53] The software is constantly upgrading. [42:38] More best practices for CRM use: Use the calendar for birthdays, “house-iversaries,” and reminders to send notes to and contacts. Manage your contacts in tiers. For example, people who know your name, people who know and like you, and your core group of 100 people or fewer who know, like, and trust you. Create a cadence of branded communications that suit your contacts of each tier. [50:35] Additional tasks: Set up an automated branded text messaging and email message combination for new contacts. Look at how your CRM integrates with other tools, like ringless voicemail drops. The CRM has a list of tools that can be used. [54:14] A CRM is only as valuable as the time you put in on it. In the beginning, you will put more time into it while you learn to use it. [55:17] What do agents need to know about predictive analytics? Predictive analytics is the use of big data to understand better and make better predictions about what's going to happen next. Chris shares an example of predictive analytics for lead generation for the next 12 months. [57:50] Big data sells predictive analytics to real estate companies; small companies can access the same insights as large corporations. Chris gives an example of how you have already used predictive analytics over small sets of data. Predictive analytics tools use larger data sets for greater accuracy. [59:44] Chris lists some predictive analytics tools for real estate agents. He predicts that predictive analytics will be pretty mainstream within a year. Monica has been watching the vendors for a while! [1:04:00] Chris's final word is, you are in control of your success! You have the opportunity to run exactly the business that you want to run and the tools exist to give you every chance to have the business, the career, and the professional life that you want. Get proactive and invest in your success! [1:05:21] Monica thanks Chris Linsell for bringing his wisdom, experience, and a willingness to call her out for the flaws in her systems! Who is helping you learn and level up in areas of your life? Every day is an opportunity to learn something new in business or life. Are you looking for those nuggets and the people who will share them with you? [1:05:58] If you have enjoyed this episode, press the Follow or Subscribe button to get the notice of new episodes each month!   Tweetables:   “[Chris] breaks down how we use [a CRM], why we use it, and how we can benefit from having this system in our business. When he explains it, he makes some of these principles and ideas so easy to understand, so I love his teacher heart that comes through!” — Monica   “[As a consultant,] you've got to be at least a voice in the room if not one of the smartest ones. So I do my best to stay up on everything that we're talking about.” — Chris   “A CRM … is a tool that you are using to create better conversations with the people who are moving your business forward. … The most basic one … is a little spiral-bound notebook. … You're managing that relationship by taking some good notes and recording the information that you need.” — Chris   “If you are a real estate professional who does more than five transactions a year, you are going to hit a critical mass in your short-term memory … where you won't be able to keep straight the conversations … and the priorities for the people for whom you are acting.” — Chris   “If you want to scale your business … from 20 transactions to 50 transactions, … this is a critical tool because you might be able to remember all the people that you talked to today, but you're going to have a really hard time prioritizing those conversations.” — Chris   “Anyone who's listening to this, you have a tech stack already, even if you don't realize it.” — Chris   “For my money, a real estate CRM is usually the way to go.” — Chris   “The real estate business has a very low bar to entry, … but it has a very high bar for success. You have so many things that you have to do in order to make it in this business. One of them is committing to a system that realizes that you're running your own business here.” — Chris   “When your contacts exceed 100 people, you need a bigger system to categorize, prioritize, and communicate. And that's where real estate CRMs really make you your money.” — Chris   “If you're not a prospector, … [then predictive analytics] isn't a tool for you!” — Chris   Guest Links:   https://theclose.com/real-estate-tech-companies/ https://theclose.com/predictive-analytics-overview/ https://theclose.com/real-estate-lead-management-strategy/ https://theclose.com/best-real-estate-crm/ https://theclose.com/market-leader-real-estate-lead-conversion/ ChrisLinsell.com TheClose.com The Matrix Excel “The Best Real Estate CRM for 2022: In-depth Reviews & Pricing” LionDesk® MarketLeader® Zillow® BoldLeads BoomTown Elevate Social ProTM AI Elevate Real Estate CRM Review + Video Walk-through Jasper IxactContact® TopProducer® PropertyBase WiseAgent Follow Up Boss Tech Stack (Solution Stack) Facebook MLS Gmail ReMax Coldwell Banker Real Estate One Keller Williams EXP “Compass acquires Contactually” Outlook MailChimp SlyBroadcast Slydial Offrs Revaluate NAR Annual   Additional Links:   Micro courses found at Learning.REALTOR   Crdpodcast.com   Learning.REALTOR for NAR Online Education Training4RE.com — List of Classroom Courses from NAR and its affiliates   crd@nar.realtor   Host Information: Monica Neubauer Speaker/Podcaster/REALTOR® Monica@MonicaNeubauer.com MonicaNeubauer.com FranklinTNBlog.com   Monica's Facebook Page Facebook.com/Monica.Neubauer Instagram Instagram.com/MonicaNeubauerSpeaks   Additional Bio:   Chris Linsell is a REALTOR®, real estate coach, writer, technology analyst, and content strategist based in the United States. He is a hands-on real estate professional with more than 10 years of experience buying and selling anything from modest starter homes to massive waterside compounds. As a digital and content strategist, he's worked with teams (real estate and non-real estate alike) to realize their lead generation and overall business goals by finding new ways to demonstrate their expertise and authority in their local markets.   Chris is a Writer and Technology Analyst for The Close, the internet's leading source of actionable, strategic insight for and by industry professionals. At The Close, his job is to be up-to-date on the latest and greatest technology platforms, real estate strategies, and best practices that the leaders of our industry are using to buy and sell more homes every year. He is a thought leader in the real estate space, regularly hosting webinars and group coaching calls, as well as being a featured speaker at events like the National Association of REALTORS® Annual Conference. Linsell is also a contributor to publications like Apartment Therapy, Bank Rate, The Simple Dollar, EOE Journal, Mashvisor, and Constant Contact. He is also a regular contributor to industry-leading media like the Keeping It Real Real Estate Podcast

Fredo Rivera has built up his pipeline through local organic marketing and serving his community. Not only do these efforts bring in leads, but it also serves as his “Why.” Of course, those leads would be nothing without the intricate processes and systems Fredo has developed to help convert leads and continue automated follow-ups over 12 or 24 months. Those processes have allowed him to build out a consistent pipeline so he can better serve his community.  Fredo joined the mortgage industry in 2004 working as sales manager for a broker. After the market crash, he left the industry and obtained his real estate license so he could start his own real estate company. In 2017, he rejoined the mortgage industry and worked for another broker until 2019 when he left to start RDT Mortgage. He now owns and operates both a real estate company and mortgage brokerage.  Starting out as a broker, Fredo had to quickly develop a system to keep up with the demand. That led him to adopt a CRM, for him, Liondesk. From there, he used third-party companies to develop automation that would allow him to organically follow up with clients via phone calls, text, and social media. For many of his clients, they were not ready to refinance when he first reached out, but after a few follow-ups, he was able to close the deal.  Fredo's advice for brokers looking to build up their processes, start with a CRM. Once you have your CRM in place, you need to map out your processes and set your goals for your team and your business. From there, you can start adding layers to help streamline everything. From there, you can build up your pipeline.  That starts with communicating regularly with the book of business. Fredo fills his pipeline through leads generated with leadPops, by doing adjustable-rate mortgage resets for his community. Fredo goes to networking lunches, sends targeting probates, and works with local real estate agents. Ultimately, he is constantly on the phone reaching out to clients, but he also carves out time for face-to-face meetings.  Fredo's parting advice: Be a servant leader and focus on helping people. The big banks and retail operations are not going to serve the needs of their clients. That is where brokers can set themself apart. For Fredo, it is his responsibility to keep his pipeline full. “You just need to help enough people and it will come back to you.” Notes:  Getting into the mortgage industry (1:25) Building Community (5:25) Build community, build business (8:20) Social media (14:27) Processes and systems (15:52) Building your pipeline (25:01) Parting advice (29:35) This episode is sponsored by AFR

In this episode of Top 5, Liondesk founder and CEO, David Anderson, shares his top 5 tips for Realtors to leverage their database to grow their business.

David Anderson was born into a family of entrepreneurs. He first worked for their family-owned online travel business but after 13 years, he felt that he needed to do something different. That’s when he decided to start his own company.  He went to an INMAN event which sparked his interest in the real estate industry.  Then he went to different brokerages to see how they managed the business and found that the CRM they used at that time could use a lot of improvement. And being the entrepreneur that he is, he knew he could make it better.   Today, David is the Founder and CEO of LionDesk, a CRM designed for ease of use and systems integration that allows just one log-in for all business tools. It has been the CRM platform of choice for over 165,000 real estate and mortgage professionals. Recently, David was also included in the 2021 Swanepoel Power 200 (SP200) report for the third consecutive year and continues to be part of an elite group of industry professionals who are recognized for their influence and leadership.       In this episode, we talked about: 06:44  The difference of LionDesk from the other CRM platforms in the industry 10:43  The importance of video texting 12:40  Who will benefit the most from LionDesk’s products 14:14  What a Good CRM should do 14:55  Which tech companies are integrated into LionDesk’s platform 17:02  What drove David to leave a place of security and venture into building his own business 20:20  What failure truly means 21:40 The challenges that Liondesk faces today 22:40 Why you need to hire the best person possible who could fire you from your own job 25:30 What excites David the most about real estate 28:41 What David sees as the biggest change in the industry for the next couple of years 34:26 Things you can do to keep waking up happy/motivated 39:05  David’s advice to those who are planning to build a business

Today I'm talking to Avery Carl, founder of The Short Term Shop. Avery Officially got her real estate license and became a real estate agent only a little over 4 years ago. In 2017, her first full year of real estate, she sold 10 million, in 2018 she sold 35 million, in 2019 she sold 50 million and, in 2020, despite having a baby, moving from Tennessee to Florida, and let's not forget, the pandemic, Avery both expanded her team to 3 markets, Smokey Mountains, Pan Handle of Florida and Gulf Shores of Alabama AND tripled her business to 150 million. We talk about how she did it.00:12 - Avery Carl: an agent in three markets04:57 - She shares her first transection10:18 - How does she provide service & teaching at the same time13:06 - What does she attribute to her level of success14:44 - The process she follows to run her team & generate leads.24:12 - Avery throws us a picture of her Team28:10 - Transaction coordinators: what exactly they do?33:06 - Some suggestions on growing and structuring your team36:33 - Her biggest resource in building up that successPeople and Resources: Gennifer Mix -https://theshorttermshop.com/meet-the-team/Rush Valentine - https://theshorttermshop.com/meet-the-team/HubSpot - https://www.hubspot.com/Real geeks - https://www.realgeeks.com/Follow Up Boss - https://www.followupboss.com/LionDesk - https://www.liondesk.com/Kris Reid - KrisReid.JereMetcalfPodcast.comBook: The Go-Giver, Expanded Edition: A Little Story About a Powerful Business Idea by Bob Burg https://www.amazon.com/Go-Giver-Expanded-Little-Powerful-Business/dp/1591848288Traction: Get a Grip on Your Business by Gino Wickman https://www.amazon.com/Traction-Get-Grip-Your-Business/dp/1936661837Quote:"Get organized early. That's my best piece of advice."Jere interviews the world’s most renowned and best real estate agents around the country and the world.These outstanding Agents tell their stories, how they got into the business, and what has made them successful in one of the oldest and most competitive industries.All of this on the “Jere Metcalf Podcast, Top Real Estate Agents tell how they do it.”www.JereMetcalfPodcast.comPowered byJere Metcalf Partners404.627.7789jere@jeremetcalfpartners.comJeremetcalfpartners.com

Hello everyone. Welcome to CEO Secrets. I am very excited to start 2021 with David Anderson of LionDesk. David Anderson is the CEO & Founder of LionDesk. David has been named to the 2020 Swanepoel Power 200 (SP200) report for the second consecutive year. Ranked #148, Anderson is part of an elite group of industry professionals who are recognized for their influence and leadership Let us hear today from David the role of technology in the success of real estate business and how he was able to build his company with the key talents. Top Takeaways: 1. The gap in real estate technology several years ago (8:56) 2. The biggest problem of new products and existing technology in real estate (15:04) 3. What consolidation look like for tech companies in the coming years (18:04) 4. The greatest secret to scaling your business and building a successful organization (23:59) 5. How to get uber-talented people (26:58) 6. How do you set up the leaders for success (33:50) 7. Why real estate agents won't go away in the business (36:12) To learn more about LionDesk, visit their website at www.liondesk.com Episode Transcript: https://docs.google.com/document/d/1WW0ACxUkcdJuG0stWG3iS7SlJ2cDLNgV0L_8JDBzIX8/edit?usp=sharing

As a mortgage loan officer you should improve your skills and knowledge about the industry. You should always be moving forward to better yourself. Here is a link for a discount on LionDesk http://www.liondesk.com/freetrial_referral#_l_o76y and here is a link to Pipeline ROI please mention my name Nathan Rufty and check out www.MortgageMarketingPros.com and sign up with coupon code POD10.

Join me, AJ Powers, AKA, The Empowered Broker, as we are joined by LionDesk Director of Business Development, Randy Tobbe. LionDesk is a sales professionals’ automated solution to stop leads from falling through the cracks and keep them top-of-mind with their database, so they are always the chosen professional. Recently Named “Best App for Video Emails and Texts” by Zapier! Listen as Randy & I discuss how to create hyper local content, how to educate your database and the elements of helping your buyers and sellers decide on hiring you. As always, we end with our guest's Top 3 Tips for success in business and in life.

Always review what is working and what is not in your mortgage business as a loan officer. The marketing avenue that is generating mortgage leads, then fine tone that avenue and pour more efforts into that plan and the avenues that are leading to a dead-end, stop spending money and effort on that road. Here is a link for a discount on LionDesk http://www.liondesk.com/freetrial_referral#_l_o76y and here is a link to Pipeline ROI please mention my name Nathan Rufty and check out www.MortgageMarketingPros.com and sign up with coupon code POD10.

Being that this is the Holiday season, that is not an excuse to slow down and take a break, let the other loan officers do that, but not you. Here is a link for a discount on LionDesk http://www.liondesk.com/freetrial_referral#_l_o76y and here is a link to Pipeline ROI please mention my name Nathan Rufty and check out www.MortgageMarketingPros.com and sign up with coupon code POD10. 

Do NOT sound like a salesperson but more like a presenter or educator when discussing your borrower's financial needs. Today's consumer has more information to refer to than years past and so do we as mortgage loan officers. Here is a link for a discount on LionDesk http://www.liondesk.com/freetrial_referral#_l_o76y and here is a link to Pipeline ROI please mention my name Nathan Rufty and check out www.MortgageMarketingPros.com and sign up with coupon code POD10. 

Feeling like you are in a slump with your mortgage business and looking for ways to get out of it. Take a step back and reevaluate your current situation and where you wish to be, small steps and goals will put you back on the right track again. Here is a link for a discount on LionDesk http://www.liondesk.com/freetrial_referral#_l_o76y and here is a link to Pipeline ROI please mention my name Nathan Rufty and check out www.MortgageMarketingPros.com and sign up with coupon code POD10. 

There is no instant business that is Free, that is where you need to have a marketing plan to allow for those seeds to grow into an instant business. Or do direct mailing which is a great rate of return marketing. Here is a link for a discount on LionDesk http://www.liondesk.com/freetrial_referral#_l_o76y and here is a link to Pipeline ROI please mention my name Nathan Rufty and check out www.MortgageMarketingPros.com and sign up with coupon code POD10. 

Are you making yourself relevant as a mortgage loan officer to your borrowers? listen to Ep #43 for touchpoints. Here is a link for a discount on LionDesk http://www.liondesk.com/freetrial_referral#_l_o76y and here is a link to Pipeline ROI please mention my name Nathan Rufty and check out www.MortgageMarketingPros.com and sign up with coupon code POD10.

There are many free marketing avenues that mortgage loan officers can explore that will not cost a dime to market on. This week's Podcast will explore many of these avenues. Here is a link for a discount on LionDesk http://www.liondesk.com/freetrial_referral#_l_o76y and here is a link to Pipeline ROI please mention my name Nathan Rufty and check out www.MortgageMarketingPros.com and sign up with coupon code POD10.

Touch Points with your database is key for repeat and referral business as a mortgage loan officer. Here is the link to download the 3 closing form letters https://www.mortgagemarketingpros.com/pl/116982  Here is a link for a discount on LionDesk http://www.liondesk.com/freetrial_referral#_l_o76y and here is a link to Pipeline ROI please mention my name Nathan Rufty and check out www.MortgageMarketingPros.com and sign up with coupon code POD10.  

For Sale By Owner's (FSBOs) are not just for Real Agents to call, Mortgage Loan Officer can assist the homeowner by marketing their property to attract buyers. Here is a link for a discount on LionDesk http://www.liondesk.com/freetrial_referral#_l_o76y and here is a link to Pipeline ROI please mention my name Nathan Rufty and check out www.MortgageMarketingPros.com and sign up with coupon code POD10. Click Below to Start Your Podcast Today

Podcast channel is another free marketing avenue that loan officers should be doing. Not many loan officers are utilizing this social media to market their business. Here is a link for a discount on LionDesk http://www.liondesk.com/freetrial_referral#_l_o76y and here is a link to Pipeline ROI please mention my name Nathan Rufty and check out www.MortgageMarketingPros.com and sign up with coupon code POD10.

How much money should I spend to stay consistent with marketing efforts? Depends on how many loans you fund but you should always budget each funding with some funds for marketing. Here is a link for a discount on LionDesk http://www.liondesk.com/freetrial_referral#_l_o76y and here is a link to Pipeline ROI please mention my name Nathan Rufty and check out www.MortgageMarketingPros.com and sign up with coupon code POD10.

Not staying consistent with your marketing will burn you very quickly and empty your bank account just as fast. Here is a link for a discount on LionDesk http://www.liondesk.com/freetrial_referral#_l_o76y and here is a link to Pipeline ROI please mention my name Nathan Rufty and check out www.MortgageMarketingPros.com and sign up with coupon code POD10.

Recapping on a busy week, as a loan officer we can not control market conditions but when a rate drop occurs are you taking advantage of it and passing the savings along to your borrowers? Guess what, if you are not doing someone else will. Here is a link for a discount on LionDesk http://www.liondesk.com/freetrial_referral#_l_o76y and here is a link to Pipeline ROI please mention my name Nathan Rufty and check out www.MortgageMarketingPros.com and sign up with coupon code POD10

Join me, AJ Powers, AKA, The Empowered Broker, as I bring on LionDesk Founder & CEO, David Anderson. At the core, LionDesk is a customer relationship management system (CRM) that makes it easy and affordable for sales professionals to connect, communicate with, and close more leads. Listen as David and I discuss new strategies in technology that will help grow your real estate business. As always, we wrap up with our guest's Top 3 Tips for success both in life and business.

There is no reason you should spend money on getting, retaining and earning referrals but invest your earnings into your business. Look at what you are spending money on and divert those funds by investing in action taking steps. Work your database for new business on refinances and purchases. Here is a link for a discount on LionDesk http://www.liondesk.com/freetrial_referral#_l_o76y and here is a link to Pipeline ROI please mention my name Nathan Rufty and check out www.MortgageMarketingPros.com and sign up with coupon code POD10

Technology is changing faster than you can keep up—how can technology alter your business outcomes? Wouldn’t it be great if you could make a wish list of all the new tech stuff you’d like to deploy for your business and have it all in front of you knowing it would increase ROI and you could conquer the chaos of systems, processes, hiring and managing people and gain some Work/Life balance? Just us as we discuss these issues with LionDesk. In this podcast, you’ll learn: – What MOD Plus is, – What a Blended Organization Model is, – What a CRM is and why you need it, – Who is the ideal candidate for MOD Plus—could this be you? – PLUS we’ll dive into the typical pain businesses experience and tell you how we solve them.

Be an action taken loan officer to generate business, if you wait for things to happen, you are going to wait for a very long time. Work your database for new business on refinances and purchases. Here is a link for a discount on LionDesk http://www.liondesk.com/freetrial_referral#_l_o76y and here is a link to Pipeline ROI please mention my name Nathan Rufty and check out www.MortgageMarketingPros.com and sign up with coupon code POD10

The more you generate the less you tolerate. Need to have an active and moving pipeline that the small stuff will not affect your business or attitude. Here is a link for a discount on LionDesk http://www.liondesk.com/freetrial_referral#_l_o76y and here is a link to Pipeline ROI please mention my name Nathan Rufty and check out www.MortgageMarketingPros.com and sign up with coupon code POD1

Want Some Low Hanging Business as a Mortgage Loan Officer? Here is the link for the FHA UFMIP Chart. Do not pass up on the low hanging fruit with the refinance market as a Loan Officer. Here is a link for a discount on LionDesk  http://www.liondesk.com/freetrial_referral#_l_o76y and here is a link to Pipeline ROI please mention my name Nathan Rufty and check out www.MortgageMarketingPros.com and sign up with coupon code POD1

Want More Leads and Close More Loans as a Mortgage Loan Officer? Then deliver great customer service and communication. Here is another great Podcast to listen to https://www.podbean.com/eu/pb-qnx3d-b2b648. Here is a link for a discount on LionDesk  http://www.liondesk.com/freetrial_referral#_l_o76y and here is a Link to Pipeline ROI please mention my name Nathan Rufty and check out www.MortgageMarketingPros.com and sign up with coupon code POD10  

As a Mortgage Loan Officer, more fundings is in your database. Are you nurturing your database properly? Link for a discount on LionDesk  http://www.liondesk.com/freetrial_referral#_l_o76y and here is a Link to Pipeline ROI please mention my name Nathan Rufty and check out www.MortgageMarketingPros.com and sign up with coupon code POD10 $10 off for the first month.

Why are you stalling as a mortgage loan officer to implement tactics that will drive more business? Stop getting sucked in time-consuming projects. Start with ideas that you know how to deploy right away. Here is a podcast about database https://www.podbean.com/eu/pb-5essk-b49dbe. Link for a discount on LionDesk  http://www.liondesk.com/freetrial_referral#_l_o76y and here is a Link toPipeline ROI please mention my name Nathan Rufty and check out www.MortgageMarketingPros.com and sign up with coupon code POD10 $10 off for the first month.

Have a small database to market to? Fear not, start implementing those actions and you will see your database grow. Having a good marketable database will increase your reach and sales. Link for a discount on LionDesk  http://www.liondesk.com/freetrial_referral#_l_o76y and here is a Link toPipeline ROI please mention my name Nathan Rufty and check out www.MortgageMarketingPros.com and sign up with coupon code POD10 $10 off for the first month. 

Loan officers should be blogging about loan programs in their local market where an individual mortgage loan officer can compete and dominate with page one with informative loan program information. Time for you to put hands to keyboard and own page one. Link for a discount on LionDesk  http://www.liondesk.com/freetrial_referral#_l_o76y and here is a Link toPipeline ROI please mention my name Nathan Rufty and check out www.MortgageMarketingPros.com and sign up with coupon code POD10 $10 off for the first month. 

Stop getting sucked into buying online mortgage leads, learn to generate your own for FREE. Here is the link to the FSBO System to review I mentioned click HERE. Link for a discount on LionDesk  http://www.liondesk.com/freetrial_referral#_l_o76y and here is a Link to Pipeline ROI please mention my name Nathan Rufty and check out www.MortgageMarketingPros.com and sign up with coupon code POD10 $10 off for the first month. 

Do not be a reactive mortgage loan officer, create your own leads by being proactive. Have value to bring to your realtor partners by creating your own lead sources by creating high ranking videos and getting positives reviews on Yelp, Zillow and Google Business. PodCast #23 on Review https://www.podbean.com/media/share/pb-fs5m7-b15e86. Here is a link for a discount on LionDesk  http://www.liondesk.com/freetrial_referral#_l_o76y and here is a Link to Pipeline ROI please mention my name Nathan Rufty and check out www.MortgageMarketingPros.com and sign up with coupon code POD10  

Here are 6 Free Marketing Ideas that Mortgage Loan Officers can implement right away that does not cost anything but time. Listen to Podcast #24, 23 and 20 related to this podcast. Here is a link for a discount on LionDesk http://www.liondesk.com/freetrial_referral#_l_o76y and here is a Link to Pipeline ROI please mention my name Nathan Rufty and check out www.MortgageMarketingPros.com and sign up with coupon code POD10. 

You are already sending emails, but are you sending maximizing your efforts? Download free Mail Chimp eBook at this link - https://www.mortgagemarketingpros.com/blog/loan-office-mailchim-free-ebook-guide Here is a link for a discount on LionDesk http://www.liondesk.com/freetrial_referral#_l_o76y and here is a Link to Pipeline ROI please mention my name Nathan Rufty and check out www.MortgageMarketingPros.com and sign up with coupon code POD10.  

Getting reviews is free an easy way to generate your own leads, listen on how and why. A podcast about TouchPoints https://www.podbean.com/media/share/pb-q9a23-a627a0 Here is a link for a discount on LionDesk http://www.liondesk.com/freetrial_referral#_l_o76y and here is a Link to Pipeline ROI please mention my name Nathan Rufty and check out www.MortgageMarketingPros.com and sign up with coupon code POD10.

We all know that we need to time blocking, why aren't you doing it? Steps to Deploy Time Management. Here is a link for a discount on LionDesk http://www.liondesk.com/freetrial_referral#_l_o76y and here is a Link to Pipeline ROI please mention my name Nathan Rufty and check out www.MortgageMarketingPros.com and sign up with coupon code POD10.

Time to take your business in a new direction, get on another road to success and start doing something by taking control of your business. Here is a link for a discount on LionDesk http://www.liondesk.com/freetrial_referral#_l_o76y and here is a Link to Pipeline ROI please mention my name Nathan Rufty and check out www.MortgageMarketingPros.com and sign up with coupon code POD10.

Todays guest is Liondesk Founder and President, David Andersen!He's here to talk follow up, CRMs, the industry and what he sees happening. Tune in and turn it up!

Reasons on why borrowers forget who their loan officer was and how you can fix it. As a Mortgage Professional, 50% to 70% of your income comes from past borrowers with repeat and referral business. Do not miss out on an opportunity to remain relevant. Here is the link for a discount on LionDesk http://www.liondesk.com/freetrial_referral#_l_o76y and here is a Link to Pipeline ROI mention my name Nathan Rufty and check out www.MortgageMarketingPros.com and sign up with coupon code POD10.

Let's first start with this: LionDesk is not just another CRM. They've been around for a few years, but if there's one thing you'll learn from their founder, David Anderson, its that he is working to make the heavy work of keeping up with clients much easier for agents. We don't often feature tools like this on our show, but it's the focus on making the real estate transaction better by improving how the agent can do their work that stood out to me. Listen in to hear what they're working on and what's to come from LionDesk.

How did Gabe Cordova’s team close 800 sides in a single year? Gabe attributes his success to surrounding himself with the right people and putting the right systems in place—systems that allow him to work smarter, not harder. Today, Gabe joins Tristan and Nick to share his seven-step roadmap to selling 800 homes. He explains how to steer leads to your website and why you should treat prospects differently based on where they are in the client journey. Gabe outlines his Rule of 3 approach to responding to new leads and discusses the value in focusing on service rather than the sale. Listen in to understand what differentiates Firepoint from other CRMs on the market—and learn how systems can help you grow your business without losing work-life balance. Key Takeaways The mistakes Gabe made during his 16-year career as a real estate agent Why surrounding yourself with the right people/systems is key to growth The significance of self-honesty in scaling your real estate business Why you should treat leads differently based on their client journey How to steer prospects to your website and leverage a call-to-action Gabe’s 7-step roadmap to closing on 800 homes in a single year Implement all-in-one CRM + website (systems) Identify lead sources Leverage time and skills Build vendor program Create follow-up plans Accountability Reporting Gabe’s Rule of 3 for responding to new leads Why it’s important to focus on service as opposed to the sale Gabe’s insight around reaching out until you’re asked to stop Why Gabe thinks you can’t be fast enough in responding to online leads Gabe’s method of nurturing past clients with monthly safe searches What differentiates Firepoint from LionDesk and Follow Up Boss Connect with Gabe Cordova Firepoint Gabe on LinkedIn Connect with Lab Coat Agents Lab Coat Agents Lab Coat Agents on Facebook Lab Coat Agents on Twitter Lab Coat Agents on Instagram Lab Coat Agents Facebook Group Resources LCA LIVE 2019 Gabe’s Rule of 3 LCA One in Atlanta

What activities are you doing to increase your business every time you go to your office. Business is not going to just land at your feet. Loan officers should have a plan of action and goals in place to achieve and sustain a long and successful mortgage career. Here is the code to receive a discount with LionDesk http://www.liondesk.com/freetrial_referral#_l_o76y. To learn more tips, technics, ideas and strategies check out www.MortgageMarketingPros.com

Is it better to develop an all-in-one CRM? Or focus on relationship-management and work with other vendors to create a flexible package of best-in-class offerings? In the ever-evolving world of real estate tech, LionDesk is choosing integrations, leveraging partnerships with top third-party applications to create a CRM that plays well with others—and allows agents to maintain their independence.   David Anderson is the founder and President of LionDesk, a complete sales and marketing solution for real estate agents, broker and lenders. As one of the premiere CRMs, LionDesk makes it easy for sales professionals to connect, communicate and close more leads, and its open API platform integrates with hundreds of the best management tools, allowing professionals to run their entire business from a single system.   Today, David shares the challenge LionDesk faced in designing a CRM flexible enough to accommodate any workflow. He discusses the early days of the startup when he was ‘giving it away for free,’ focusing on individual agents and referral business and developing the subscription business model. David also speaks to Compass’ acquisition of Contactually and how it is impacting his business. Listen in for insight around how LionDesk integrates with other best-in-class real estate systems like Cloud CMA and ShowingTime and learn why agents prefer an independent, third-party system to an all-in-one, broker-led platform. What’s Discussed:   How David’s experience building tools for travel translated to real estate The challenge LionDesk faced in designing a flexible CRM for any workflow David’s focus on individual agents and referral business in the early days LionDesk’s recent deal to provide CRMLS members with a full account How LionDesk integrates with best-in-class apps like ShowingTime + Cloud CMA Why agents appreciate the freedom and independence of a third-party system How Compass’ acquisition of Contactually is affecting David’s business Why David believes an all-in-one brokerage CRM system is the wrong play The LionDesk SaaS month-to-month subscription business model Why David discourages new vendors from pursuing the freemium model The challenge around determining a CRM’s number of active users   Resources:  Greg’s Blog on the LionDesk Partnership with CRMLS ShowingTime Cloud CMA Contactually ‘Compass Acquires Contactually’ Press Release ‘Compass to Acquire Alain Pinel Realtors’ in Inman MoxiWorks   Connect with David Anderson: LionDesk   David on LinkedIn

The best CRM system for Mortgage Loan Officer in my personal opinion in LionDesk. This Podcast will review the importance of CRM system, with the opinion geared towards LionDesk's software system. Every mortgage loan officer should have a CRM System in place creating valuable touch points. Listen to Ep #9 about TouchPoints. Here is the link for a coupon http://www.liondesk.com/#_l_o76y. 

Why a CRM is One of The Most Important Tools You Need if You Are in Sales? We have a great interivew with Randy Tobbe from LionDesk a CRM designed for real estate agent and brokers. At LionDesk, we are serious about building tools to help real estate professionals close more deals. Our team is constantly innovating and creating cutting edge systems that allow you to spend more of your time talking to the client and less time wondering who and when to follow up