Mining Your Database for Referrals

Hello,
I wanted to thank you for registering for the Realtor Success Seminar on Mining Your Database for Referrals. Building a long-term relationship-based business depends on you nurturing a database of people who know, like, and trust you and will be willing to refer their friends and family to you when they need to buy or sell a home.
Attached are the following forms:
● All About You Form
● PDF of Handouts from the class
● Greatness Tracker
● Lead Tracker
Your Immediate Action Steps:
1. Setup CRM to use to manage all client follow up
2. Complete your database marketing plan by choosing the tactics you will consistently implement.
3. Time block each tactic you choose on your calendar for the entire year
4. Sign up for any third-party vendors you need to use, like a mailing service such as ExpressCopy
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LinkedIn: https://linkedin.com/in/ronsiegel
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If you haven't already, please take a minute to give us a 5 Star Review on our Google Page: https://RSRReviews.com
Depending on your device, either below or to the right you will see three sheets of loan products we offer at Geneva Financial.
1. Traditional Loans - Fannie Mae, Freddie Mac, FHA, VA and USDA
2. Non-Tradition (non-qm) loans - Bank Statement, DSCR, Self-Employed Borrowers, Fresh Start, Foreign National, etc
3. Down Payment Assistance - FICO as low as 600
We also have sources for Hard/Private Money Loans as well.
My amazing lending team is ready to assist with any home loan financing needs.
One can start the Loan Process at:
SLTLoanApp.com in California
RSRLoanApp.com outside California
Here are a few additional resources for you:
1. Ever wonder why you get those credit card offers? Maybe you are getting offers to purchase an automobile, insurance, or a mortgage. You may or may not know, the credit bureaus make a lot of money by selling your personal information. If you would like to minimize those offers, register at: OptOutPreScreen.com and tell a friend
2. You might also want to get yourself added to the Do Not Call List. This can be done at DoNotCall.gov
3. Maximizing your FICO Score is important when considering any sort of consumer credit. The overwhelming majority of people we consult, pay their credit card bills incorrectly, from a FICO benefits perspective (even if you pay your bill in full each month). We share some inside tips at RSRCCPayment.com
4. If Buying or Selling a Home is in your future, RSRMoney.com is a great resource. You can monitor your credit, budget, finances, Real Estate Values and available properties for sale, all in one site with no obligations or advertising.

Reviews

"Ron has amazing insight into the financial and real estate markets."

doug waldman

"Great services. Communicative , well educated and was very helpful overall. Highly recommend"

samantha dalby

"Looking forward to partnering with Ron for our community event (Open House on June 23rd, 2024) at American Legion Post 132!"

diana trujillo