Two tools that are helping me

Mortgage and Lending with Cherry Creek Mortgage


1)  You need a database to keep track of your sphere of influence. Your
sphere is everyone that you know including your friends, family,
prospects, and past clients. And the best way to keep track of all
these people is to put them into a database to keep track of all
our info. We try to capture every piece of information we can about
everyone in the database. You don't need to start off with such a
complicated piece of software but when you start getting a large
number of names you will need some form of software to keep track
of everything.

2)  You also need a newsletter which you will mail monthly to everyone
in your database. A newsletter is the easiest way to stay in
constant contact with your database. You should be in touch with
them at least once a month if not more. The more you reach out to
them, the more you will stay in their conscious mind.

  A common complaint of average loan officers is that they hate it
when a friend, gets a loan from someone else. When that happens, it
is the fault of the loan officer, not the friend. The loan officer
did not stay in the friend's conscious mind as their loan officer.
And so when it came time to get a loan, the friend did not even
remember that he has a friend in the business.

   If you want to start generating more referrals today, keep a
database of everyone you know. And contact them at least once a
month. Mix it up a little. Call them once a month, send them a
newsletter every month, and email them once a week so that they
never forget about you.   You want these people as part of your sales force. If they remember
you, then the next time they need a loan or they hear someone
talking about needing a loan, they will recommend you.


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Ron Moore
RE/MAX Professionals/Regal Builders - Retired - Florence, SC
MOORE Thoughts

Right on, Rick.  The many on-lina database programs have all kinds of features to help keep track of and communicate with clients and prospects.  The newsletter, if done well, is a real plus.  It it's not done well, however, just don't bother.

Jun 23, 2008 02:10 AM #1
Jason Sardi
Auto & Home & Life Insurance throughout North Carolina - Charlotte, NC
Your Agent for Life

Rick - So true man.  Staying in front of people's faces is vital.  And I also agree that you should mix it up.  Newsletters, emails, phone calls, etc are all good ways to ensure folks don't forget who you are and what you do.

Jun 23, 2008 02:53 AM #2
Rick Kellow
Cherry Creek Mortgage - West Bend, WI
FHA & Reverse Mortgage Expert

Ron... I like keeping the newsletters short and to the point... thanks for the reply

Jason... Whats going on man... did you finish your cheese? LOL...

Jun 23, 2008 05:04 AM #3
Bob Bauer
Law Offices Of Lynn Ramey - Tampa, FL

Good advice Rick, Let me offer you another tool. Don't waste any leads.


How many of your prospects did not qualify due to their credit?

Imperial Legal Credit Software & Services will convert ‘credit-challenged' prospects into qualified buyers!

Take a moment to view the video:

Lets Make 2008 the Best Year Possible!

 This is the link to refer clients; 

Bob Bauer
Account Executive
1410 N. Westshore, Suite 450
Tampa, Florida 33607
Main  (866) 515-1915  ext. 451
Fax    (800) 980-5844
Cell    (813) 965-3700

Jun 23, 2008 05:10 AM #4
Jason Sardi
Auto & Home & Life Insurance throughout North Carolina - Charlotte, NC
Your Agent for Life

Still working on the cheese Rick, how's the spam treating ya?:-))

Jun 23, 2008 05:19 AM #5
Thomas Hargreaves
TriStar Financial Services - Eugene, OR

Hey Rick great ideas... now don't you just hate guys like

BOB who insist in advertising their services on your Blog.   He needs to read the rules again..  Thanks for the info Rick, I will pass it on to my agents.

Jul 23, 2008 07:28 AM #6
Tony Sena
Shelter Realty, Inc - Henderson, NV
Broker/Property Manager

Did you create your own newsletter or do use a template?

Jul 23, 2008 07:30 AM #7
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Rick Kellow

FHA & Reverse Mortgage Expert
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