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6 Ways for Loan OfficersTo Get More Exposure, More
Leads, and More Referral Partners in the Next 60 Days
6 Ways for Loan Officers To Get More Exposure, More Leads, and More
Referral Partners in the Next 60 Days
My name is
Nick Carpenter
6 Ways for Loan Officers To Get More Exposure, More Leads, and More
Referral Partners in the Next 60 Days
My name is
Nick Carpenter
Her name is Brownie
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
This training is brought to you by
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Here’s What You Can Expect…
❏ How to ACTUALLY be different than every other Loan Officer in your market without bragging on yourself.
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Here’s What To Expect…
❏ How to ACTUALLY be different than every other Loan Officer in your market without bragging on yourself.
❏ The one trick big brands have used on us for years to stay top of mind that’s available for local professionals now.
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Here’s What To Expect…
❏ How to ACTUALLY be different than every other Loan Officer in your market without bragging on yourself.
❏ The one trick big brands have used on us for years to stay top of mind that’s available for local professionals now.
❏ The best way to get face-to-face with Realtors without buying coffee, lunch, or meeting with flakes.
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Here’s What To Expect…
And I’ll cover some other ideas to help you get more exposure, more leads, and more referral partners.
Is that why you are here?
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Background on me…
● I am a military brat (Navy) and an Eagle Scout and served in the Air Force from 1999-2005.
● Fell in love with real estate when buying my first house so I became a licensed Texas Realtor.
● Agent trainer at the #4 Keller Williams office in the world.
● Director of Marketing for $2 Billion national mortgage company.
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Background on me…
● I left my corporate job in 2014 because my wife needed help at home. (She’s had 14 back surgeries…)
● Been working one-on-one with private clients and offering done-for-you services.
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Learn
Do
Teach
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Learn
Get a new skill thathelps your business...
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Do
Put the knowledge into practice and get a result...
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Teach
Show your referral partners how you did the new thing...
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Learn Do Teach
The best way to constantlyuplevel everyone around you
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Learn Do Teach
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
I have discovered there are
6 pillars to growing a
huge mortgage business in
2016...
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 1
Google Domination
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 1: Google Domination
Why is it important to have SOME presence on Google? (Even if you aren’t the top dog or have tons of competition)
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 1: Google Domination
Three groups searching for you…
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 1: Google Domination
They all want the same thing:
VERIFICATION
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 1: Google Domination
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 1: Google Domination
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 1: Google Domination
➔ Google Maps & Reviews➔ Yelp and Directory Sites➔ Written Customer Reviews➔ Video Testimonials
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 2
Live Events
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 2: Live Events
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Establish a relationshipwith a new partner
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Go deeper with an existing referral relationship
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 2: Live Events
Goal: Get 10 Realtor referral partners
Some would suggest taking Realtors for coffee or lunch.
1.5 hours each + $30ish for lunch = 15 hours + $300 to get 1-2 new Realtors
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 2: Live Events
Goal: Get 10 Realtor referral partners
What if you leveraged your time better?
Teach a class for 1.5 hours total = Save 13.5 hours + $300
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 2: Live Events
topics
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 2: Live Events
Marketing NOT Mortgage Updates…
topics
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 2: Live Events
Marketing NOT Mortgage Updates…
Partner up…
topics
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 2: Live Events
Marketing NOT Mortgage Updates…
Partner up…
Bellwether Effect...
topics
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 2: Live Events
topics
partners
1-on-1’s
Follow Up
host it
Online event
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 2: Live Events
topics
partners
1-on-1’s
Follow Up
host it
Online event
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 3
Retargeting 101
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 3: Retargeting
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 3: Retargeting
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 3: Retargeting
How do you get started?
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 3: Retargeting
How do you get started?
You can start for as little as $25 / week
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 4
Video Marketing
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 4: Video Marketing
Legacy
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 4: Video Marketing
Connection
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 4: Video Marketing
Virtual Call Center
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 4: Video Marketing
YouTube vs Facebook
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 4: Video Marketing
Weekly Market Update
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 4: Video Marketing
Monthly “Hey” VideoTo Your Database
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 5
Sales Funnels
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 5: Sales Funnels
Capture Leads
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 5: Sales Funnels
Offer Something Valuable
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 5: Sales Funnels
Like What?
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 5: Sales Funnels
➔ Checklist➔ Template➔ Cheat Sheet➔ Secret List
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 5: Sales Funnels
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 6
Facebook Ads
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 6: Facebook Ads
The average American spends 40 minutes on Facebook every day. (Source: SproutSocial 6/20/15)
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 6: Facebook Ads
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 6: Facebook Ads
Right hand
sidebar ads
newsfeed ads
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 6: Facebook Ads
Facebook makes it simple (and cheap)to put yourself in the mix...
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 6: Facebook Ads
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillar 6: Facebook Ads
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillars of Success
1. Google Domination
2. Live Events
3. Retargeting 101
4. Video Marketing
5. Sales Funnels
6. Facebook Ads
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillars of Success
1. Google Domination
2. Live Events
3. Retargeting 101
4. Video Marketing
5. Sales Funnels
6. Facebook Ads
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillars of Success
1. Google Domination
2. Live Events
3. Retargeting 101
4. Video Marketing
5. Sales Funnels
6. Facebook Ads
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillars of Success
1. Google Domination
2. Live Events
3. Retargeting 101
4. Video Marketing
5. Sales Funnels
6. Facebook Ads
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillars of Success
1. Google Domination
2. Live Events
3. Retargeting 101
4. Video Marketing
5. Sales Funnels
6. Facebook Ads
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Pillars of Success
1. Google Domination
2. Live Events
3. Retargeting 101
4. Video Marketing
5. Sales Funnels
6. Facebook Ads
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Mortgage Masterclass
� Lifetime access to members only training site
� Confidential peer-to-peer discussion group
� Weekly group teleconference
� Bi-annual live events (first one in April)
� Priority access to developer & designer
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Mortgage Masterclass
� Lifetime access to members only training site
� Confidential peer-to-peer discussion group
� Weekly group teleconference
� Bi-annual live events (first one in April)
� Priority access to developer & designer
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Mortgage Masterclass
� Lifetime access to members only training site
� Confidential peer-to-peer discussion group
� Weekly group teleconference
� Bi-annual live events (first one in April)
� Priority access to developer & designer
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Mortgage Masterclass
� Lifetime access to members only training site
� Confidential peer-to-peer discussion group
� Weekly group teleconference
� Bi-annual live events (first one is April 1-3)
� Priority access to developer & designer
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Mortgage Masterclass
� Lifetime access to members only training site
� Confidential peer-to-peer discussion group
� Weekly group teleconference
� Bi-annual live events (first one is April 1-3)
� Priority access to developer & designer
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
If you only got the private training site
and these tools, you’d have everything
you need to double your business.
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Everyone loves
bonus shizz!
�
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Bonus Shizz
� Realtor fishing ideas to get their attention
� Scripts for all different situations
� Done-for-you classes to teach
� facebook & Instagram ad graphics
� $1000’s worth of “PLR” material
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Bonus Shizz
� Realtor fishing ideas to get their attention
� Scripts for all different situations
� Done-for-you classes to teach
� facebook & Instagram ad graphics
� $1000’s worth of “PLR” material
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Bonus Shizz
� Realtor fishing ideas to get their attention
� Scripts for all different situations
� Done-for-you classes to teach
� facebook & Instagram ad graphics
� $1000’s worth of “PLR” material
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Bonus Shizz
� Realtor fishing ideas to get their attention
� Scripts for all different situations
� Done-for-you classes to teach
� facebook & Instagram ad graphics
� $1000’s worth of “PLR” material
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Bonus Shizz
� Realtor fishing ideas to get their attention
� Scripts for all different situations
� Done-for-you classes to teach
� facebook & Instagram ad graphics
� $1000’s worth of “PLR” material
6 Ways for Loan Officers To Get More Exposure, More Leads, and More Referral Partners in the Next 60 Days
Bonus Shizz
Training Modules
1. Google Domination
2. Live Events
3. Retargeting
4. Video Marketing
5. Sales Funnels
6. Facebook Ads
� Lifetime access to training
� Confidential discussion group
� Weekly group teleconference
� Bi-annual live events
� Priority access for projects
� Realtor fishing ideas
� Scripts
� Done-for-you classes
� fB & IG ad graphics
� “PLR” material
Training Modules
1. Google Domination ($697)
2. Live Events ($997)
3. Retargeting ($997)
4. Video Marketing ($897)
5. Sales Funnels ($697)
6. Facebook Ads ($697)
� Lifetime access to training
� Confidential discussion group
� Weekly group teleconference
� Bi-annual live events ($997)
� Priority access for projects
� Realtor fishing ideas ($297)
� Scripts ($197)
� Done-for-you classes ($297)
� fB & IG ad graphics ($197)
� “PLR” material ($297)
$4982
$1244
$2282
Training Modules
1. Google Domination ($697)
2. Live Events ($997)
3. Retargeting ($997)
4. Video Marketing ($897)
5. Sales Funnels ($697)
6. Facebook Ads ($697)
� Lifetime access to training
� Confidential discussion group
� Weekly group teleconference
� Bi-annual live events ($997)
� Priority access for projects
� Realtor fishing ideas ($297)
� Scripts ($197)
� Done-for-you classes ($297)
� fB & IG ad graphics ($197)
� “PLR” material ($297)
$4982
$1244
$2282
$8508
Training Modules
1. Google Domination ($697)
2. Live Events ($997)
3. Retargeting ($997)
4. Video Marketing ($897)
5. Sales Funnels ($697)
6. Facebook Ads ($697)
� Lifetime access to training
� Confidential discussion group
� Weekly group teleconference
� Bi-annual live events ($997)
� Priority access for projects
� Realtor fishing ideas ($297)
� Scripts ($197)
� Done-for-you classes ($297)
� fB & IG ad graphics ($197)
� “PLR” material ($297)
$4982
$1244
$2282
$8508
