(The 5 Steps) : Mortgage Leaders Are Using To Book Consistent, High Quality Appointments

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[THE 5 STEPS]

MORTGAGE LEADERS
ARE USING TO BOOK
CONSISTENT,
HIGH QUALITY
APPOINTMENTS

.....

WITHOUT BEGGING
REALTORS, RELYING ON
REFERRAL PARTNERS
AND WAITING FOR MORE
WORD OF MOUTH LEADS
MORTGAGE GUIDE

THINGS WERE GREAT…

Referrals and Networking worked like gold. They provided mortgage professionals and
leaders like you with consistent business and you relied on them to build your empire.
Whether it was face to face, networking meetings and introductions, ongoing referral
relationships and partnerships, or simply word-of-mouth...generating new business
wasn't an ongoing challenge.

Then technology and the internet came along. Smart phones. Google.

...and things started to change. At first it was slow, but more and more people started to
use technology with all their buying habits. Especially home owners.

And over time, like a frog in boiling water, you started to see the writing on the wall.

Referrals didn't happen as fast. And weren't as high of quality. Real estate agents started
having less influence on the conversation. People stopped networking and referring as
much. Old school methods started dying.

And mortgage professionals found themselves expending more and more energy with
fewer and fewer results...

Fast forward to today…

Mortgage professionals are feeling the squeeze between two changing realities.

The big brands, that are able to dump ungodly amounts of money into advertising and
google search - and the changing habits of the consumers, home buyers who trust a 30
second google search as much (or more) than talking with family, friends or their agent
to find a referral.

And here is the hard truth Mortgage Leaders are facing across the country.

The mortgage teams who aren't adapting to the changes are no longer the 'leaders' in
the market anymore. Those who refused to follow the trend of online technology, who
stuck by what they knew...referrals, networking and word of mouth business...are
increasingly struggling with growth and scalability. (Even the ability to maintain their
existing business volume is getting harder!)
And most of the teams that are just now realizing how big of a problem they are facing?
They don't have much runway left, especially when the market turns south. Many
businesses are already starting to stagnate - struggling to maintain their current levels.
And if these issues aren't handled, thousands of mortgage leaders are running the risk
of not having a business within the next 24 - 36 months, or at the very least...not having
a team.

This guide is going to cover what Mortgage Professionals are doing today to solve the
problem in detail.

But before I reveal the 5 step strategy, let's talk about what most Mortgage Professionals
are trying or have tried - and why it isn't working. Maybe you can see where you're at.

When the “technology squeeze” started - most Mortgage Professionals


did at least one of the following:

1: Dumped money into internet - but got very little ROI.


Let's be honest. Marketing and tech isn't really the zone of genius of mortgage leaders.
And if you don't know what you're doing, you're going to get your lunch eaten by
the national brands. So after a few months of not really getting the “internet” to work,
most in the market place gave up and tried to address the problem from a different
angle. So they...

2: Hired lead gen retainer companies.


But the leads weren't any good. 30% of that list most of you bought had the right
numbers and email addresses, but none of them we're actually “In-Market” for what you
have to offer and you wasted your money, time and resources chasing leads that didn't pay.
So that left those who wanted to scale and expand their business with a final option...

3: Double down on the “old way” - referrals and networking.


Look, increasing time and energy networking and hunting for referrals sounds old school
and cool...but after spending endless hours and money on coffee meetings, breakfast,
luncheons, and dinners with Realtors or potential referral partners... businesses today are
starting to find that they aren't significantly scaling with consistency and sustainability.
MORTGAGE GUIDE

That's because the “old way” of doing things causes 3 problems.

Problem 1.
They're putting their growth in other people's hands.
This is settling for an inconsistent business model, because in this
day in age relying on other people or leads is becoming less and
less of a sure thing. And because referral business is inconsistent,
financial projections aren't accurate, predictable or stable. So
growth is very limited and risky.

Problem 2.
It's exhausting, and it's only going to get worse.
Look, hitting the pavement. Building the number of relationships most
mortgage professionals need to generate the growth and scale they
want in their business in today's modern marketplace...especially once
the market turns south...is increasingly difficult. It's burns energy. It
emotionally draining. And has horrible ROI that is just going to get
worse. This is playing a game that can't last - and most professionals
know it. But even after giving their all and doubling down on the “tried
and true”...most find...

Problem 3.
The Market Has Still Changed.
The Mortgage professionals find themselves back at square
one, but are now running out of relationships faster and
faster. So, with their back against the wall and out of good
business leads, and needing additional sources of income, the
Mortgage Professionals seldom have anything left to turn to.
This causes poor decisions as a last hail mary...including
purchasing over priced new lists and new leads from overly
competitive and expensive platforms - which results in a ton
of work with little or no sales to show for it.

Can you relate to the cycle of unpredictability?


You don't have to get stuck in this trap.

There is an immediate solution to this massive problem facing Mortgage Professionals.

But here is what is required. You have to implement a method that includes the internet,
powerful and effortless automation, and a bit of street smarts.

With the right marketing automation in place, you give yourself your time back. Time
that is better spent on what you know and get paid for...not spent on looking for people
to pay you.

So let's look at how it works.

We call process the Predictability Method, because it's KEY to building a predictable and
scalable mortgage business in today's competitive and tech driven market.
MORTGAGE GUIDE

There are five critical steps, and if you're missing even one of the steps, your results will
not be predictable and profitable.

But once you get all the steps dialed in - your growth will be easy and consistent.

So pay close attention to each.

STEP 1: AUDIENCE BUILDING


You want your future clients to flow from Attention to Application - without even having
a conversation. This will help pre-qualify someone before you even talk with them, so
you don't waste your time in a conversation that isn't a fit.

But to flow from attention to application, we set up an ad campaign structured solely


around the in-market audience. Without having an audience to market to, you'll be
marketing to a bunch of people who are not actually looking for your services. But when
we build the RIGHT audience, your messaging will be more relevant and bring you the
right clients.

The best platform for getting in front of the right people at the right time is Facebook.
And with Facebook ads, what's really important to understand is you can use your
smaller size as a super power - we can outmaneuver the larger brands and actually
hand pick the prime audiences for way less marketing spend.

STEP 2: INTEGRATION
This step is all about making sure that from start to finish, everything is integrated to
your systems, calendars, campaigns, cities, forms, etc. Without having the right
integration, you'll be scrambling to keep up with client information, appointments and
staying organized - which all translates to lost sales and opportunities. Now I realize this
seems like a small deal, but the reality is, the time frame for leads is getting smaller and
smaller in a microwave society. So it's very important that you have the systems and
automations in place, so you can strike when the iron is hot.
MORTGAGE GUIDE

STEP 3: CUSTOMIZATION
The market always reacts differently. What's working for your co-worker in a different
town, city or state is not what is going to work for you. A powerful marketing campaign
takes this into consideration as it grows. We need to customize our campaigns to ensure
there is a feedback loop that only runs ads that are relevant to the right audience, at the
most relevant time, with the most relevant message. This knowledge and understanding
of your people grows and gets more and more effective IF it's being used. Customization
makes sure the ads are suitable for converting your exact targeted area into booked
appointments.

STEP 4: AUTOMATION
A marketing system that takes more time and more energy isn't the point. So the fourth
thing that we do in the Predictable Method is systemize and automate as many steps of
the process as possible. All the way to the calendar on your phone or desktop receiving
booked appointments and qualified leads. This allows you to spend all your time
providing your value and getting paid for it - and to stop wasting time and energy on
actions that you're not able to measure as a direct impact on your bottom line.

STEP 5: FOLLOW UP
As you know, a ton of missed opportunities come from lack of consistent follow up. This
is even a bigger issue when we're talking online marketing and appointments from ads.
So we also implement a system for you that sends text messages, emails, and ringless
voicemails to keep the hot leads engaged. You won't have to lift a finger, but the right
people at the right time will be hearing from you consistently during their prime decision
making phase. This serves two purposes. First, it helps ensure you're not wasting your
time and energy following up on the wrong leads, getting no after no. The automatic
follow up eventually removes the individuals who we're not looking to set an
appointment. Second, it makes sure you don't lose your perfect people through the
cracks. They will have more touch points with you and be further along the “know, like
and trust” journey than what any of your competitors may have with them. This helps
give you more qualified, and easier to close leads on your calendar - on autopilot.
HERE'S WHAT HAPPENS WHEN YOU USE
THE PREDICTABILITY METHOD...

You can effortlessly generate 40 to 75+ booked appointments without having to leave
your chair.

You'll have constant communication with prospects who have given you all the right
information to QUALIFY them before speaking to them once.

And you won't be stuck using the “old way” that leads to inconsistent growth, difficulty
and scaling and a diminishing return on your energy, money and time.

CAN I GIVE YOU A FREE TRAINING SHOWING YOU


HOW THE PREDICTABILITY METHOD WORKS?
If you're ready...
TO HAVE YOUR TIME BACK, AND STILL GROW YOUR BUSINESS.
TO FOCUS ON MONEY PRODUCING ACTIVITIES, AND HAVE CONSISTENT AND PREDICTABLE
BUSINESS EVERY SINGLE MONTH.
TO HAVE YOUR NEXT BREAKTHROUGH IN FOR YOURSELF, YOUR TEAM AND YOUR FAMILY…

The predictability method will give you just that.

I want to offer you a FREE training that shows you exactly how we are using this method
to get other Mortgage Professionals, just like you, filled calendars every single week.

Just click the button below to access the instant training. You won't even need to put in
your name or email. Just click and watch.

Until next time,

- Zack Barrotta

ACCESS YOUR FREE TRAINING!

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