AGENT/LENDER COLLABORATIONTigerlead HS License

COLLABORATE

Either Agent or Lender can make the 1st call. Whoever gets there 1st. If LENDER: he approaches from a customer service

standpoint and boasts about the agent that is associated with the website.

Will always send text if wireless number. Sends an email Adds to lender drip campaign which boasts the agent. If AGENT: she will also approach as customer service

but will ask specific questions…about properties, communities, goals, etc.

Asks if they need mortgage assistance and if so, tells them about our lender partner and then sends an email or calls lender partner. Adds to drip email campaign.

LENDER: DAY TO DAY CRM

LENDER: DETAIL LEAD VIEW

LENDER: ACTIVE & POST CLOSING CRM

LENDER: LOAN PROCESS VIDEO

LENDER: REAL TIME REALTOR UPDATES

RESULTS

EMAILS:TEXTS

EMAILS

PROPERTY-CENTRIC EMAILSSent at 10:14 a.m.

QUICK RESPONSE/

EFFECTIVE TEXT MESSAGES Lender: Dan. That home at 33 Casey Key Rd is amazing.

Has Nicki shown it to you yet? Agent: Hey Dan. You saved 33 Casey Key as a fav. Did

you want to view it this week? Lender: Donna, you looked at a lot of homes at our site

today. Are you pre-approved for a loan yet? Agent: Hi Donna, you’re actively viewing homes at our

site. Can we meet at our office this week? Agent: Lou, we’re still sending you Sarasota home

listings. Are you still interested? Agent: Marianne, I noticed you unsubscribed from

receiving home listings. Did you really mean to do that?

Agent: Are you available this weekend to view this home? http://goo.gl/espiyG

Agent: Saw you saved a favorite home http://goo.gl/espiyG. When would you like to view it?