The key highlights from the second of our ongoing monthly coaching calls:
- Inflation and Vendor Challenges: Helping users navigate the tough market due to inflation and vendor price increases.
- Collaboration and Skill Development: Focus on practical strategies to leverage existing relationships and databases to capture.
- Key Strategy - Credit Trigger Alerts: Recommendations on actions related to receiving credit trigger alerts and the importance of scheduling follow-ups.
- Predictive Alerts: When receiving predictive alerts, engaging with these contacts early to establish a connection is important, even if they are not immediately looking for a mortgage. Think of these alerts as pre-market indicators.
- Cost Efficiency: Utilizing various types of alerts (credit trigger, predictive, pre-mover) is cost-effective compared to other lead generation methods. Each type of alert has a specific cost but offers significant opportunities for engagement.
- Advanced Strategies and Market Changes: With the current market disruption and changes in the realtor space, provides an opportunity to collaborate with real estate agents as they can be mutually beneficial.