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Nerd LO Vault

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63 Lessons

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Intro To Sales Tracking & Your Key Numbers

What is your M.I.T. and Key Metric for Business NOW - 18 Min Video

Email this to Denise: Your Key Numbers.docx

Define Your Week: The Power Is In The Prep - 16 Min Video

Track, Inspect, Audit - Fastest Way to Success!

Download the Performance Tracker HERE.xlsx

Outbound Script Formula

Script Training with Exactly What To Say Coach:

Cheat Sheet: Exactly What To Say Phrases.docx

Realtor Referral + How To Issue a PreApproval to Client and Realtor

Step 1: Define How You Want To Be Referred - 7 Min

Document: Sample E-Intro Template.docx

Step 2: Issuing a PreApproval or PreQual to a Client = PPC or Pre Purchase Consult - 21 Min

Step 3: Update your Referrer SEPERATLY

IMPORTANT!!! Are you FRAMING the meeting? 2 min

Example: Live Zoom PPC with Denise to Client

Example: Client Video Screen Recording (not live zoom)

These email templates are in Dropbox: Understanding your PQ folder / Template Express

How to Use Excel Calc (8 Min)

1 PPC Payment Charts - Calculator.xlsx

Live Call Feedback - Script Training

Client Under Contract: The Art of Presenting Interest Rates to Avoid Shoppers

Step 1: Visuals and Transparency is KEY: 55 min

Example: Denise Presenting Rates for Client

Newer LO's: How Do Mortgage Rates Work? 7 min

Newer LO's - What are Rate Adjustments? 4 min

New to Mortgage Coach software? 60 Min

Don't FORGET THIS step for every presentation you do! 2 Min

Courting Realtors: Scripting and Follow Up + Value Bomb Emails

Step 1: Mastering the initial Realtor Appointment - 21 Min

Step 2: Onboarding your Partner - Define your Process - 17 min

Step 3: How to Follow Up - Value Bomb Emails WEEKLY!!!

Tech Training and Stuff :)

How To Navigate Our Team Dropbox

Mortgage Guidelines and Matrix - The Hub

Upfront Systems - Overview - 10 min

How to set up a Mortgage Coach - QUICKLY: 2 Min

How to set up a Zoom Webinar or Meeting - 4 Min

Email Management Pro Tip: 9 Min

Edit Your Encompass Views for Efficiency - 3 Min

Canva Marketing Basics Webinar: 60 Min

How To Leverage HOMEBOT for MORE business!

Example: Homebot Welcome Email.docx

BN Touch - CRM Training

Intro to BN Touch - 6 min Video

Learning The Campaigns: 27 Min Video

How to See Your Recent Leads: 2 Min Video

Cheat Sheet: How To Add A New Client to BNT.docx

Cheat Sheet: Pipeline Status Definitions.docx

Cheat Sheet: Partner or Participants Definitions.docx

Prior to Contract: Pipeline Status Training - 70 Min

Cheat Sheet: Prior to Contract Training with Zoom Recording.docx

Setting up Custom Views for Power Hour.docx

How to Cancel A Contract:

How to Update Partner Type

Marketing Items - All in Canva

Marketing Flyers, Business Cards, Other stuff: Visit our Team Canva Link

Nerd & MPD Coaching Calls:

Feb 2025: How Financially Strategic is YOUR advice to a consumer?

Jan 2025 - Kick Off Call - Dominate this year!

Dec 2024 - Building your 2025 Business Plan

MBS Highway Training

Variable Income Training

Nerd LO - Script Training - PPC: What to Say, When To Say it, and HOW to say it

Discovery Zoom Call with SAVVY first time Home Buyer

Marty teaching about Rates and Margins

Refi Pitch: Calculator and Email Template (Look in Template Express)

How to Use the Exel Refi Calc

Refi Quotes Calc.xlsx

Refi - Rate Pitch With Option.docx

Refi - Rate Pitch Doesn't Make Sense To Refi Just YEt.docx

Closing Process

Hybrid E-Closing: (Esign part of the packet)