Lender & Agent Worksheet

https://docs.google.com/document/d/1tPyBvn709gM9vc07nozjX_HNuIgNmAaM3c1BQ4fF6rk/edit

Agent​ ​/​ ​Lender​ ​Cooperative​ ​Lead Generation​ ​&​ ​Conversion​ ​Strategies 

Key​ ​Strategy: 
It’s​ ​the​ ​same​ ​lead,​ ​lenders​ ​and​ ​agents​ ​can​ ​cogenerate/incubate 
Lenders​ ​should​ ​be​ ​looking​ ​to​ ​co-generate​ ​leads​ ​with​ ​as​ ​many​ ​agents​ ​as possible.  
Lender’s​ ​Aren’t​ ​limited​ ​to​ ​1​ ​market​ ​-​ ​can​ ​generate​ ​in​ ​any​ ​state​ ​with​ ​license.  
The​ ​key​ ​is​ ​to​ ​foster​ ​relationships​ ​-​ ​if​ ​lender,​ ​you​ ​want​ ​referral 
Buy​ ​transactions​ ​and​ ​not​ ​leads  
The​ ​more​ ​agents​ ​a​ ​lender​ ​works​ ​with​ ​the​ ​better​ ​the​ ​value​ ​for​ ​themselves​ ​(and​ ​the agents)  
Think​ ​Big​ ​and​ ​Not​ ​Small:​ ​​ ​Take​ ​Down​ ​Zillow/Trulia​ ​and​ ​the​ ​competition 
Kunversion​ ​is​ ​designed​ ​to​ ​allow​ ​lenders​ ​and​ ​agents​ ​to​ ​work​ ​together​ ​efficiently 
Implementing​ ​-​ ​Kunversion​ ​Makes​ ​It​ ​Easy
Unique​ ​lender​ ​specific​ ​dashboard​ ​-​ ​you​ ​can​ ​see​ ​leads​ ​from​ ​all​ ​partners 
A​ ​la​ ​carte​ ​menu​ ​for​ ​buying​ ​leads​ ​with/for​ ​individual​ ​agents. 
Mix​ ​Lender​ ​offers​ ​in​ ​with​ ​Drip​ ​Campaigns. 
Mass​ ​email​ ​updates​ ​about​ ​financing​ ​programs.  
Agent​ ​Signature:​ ​“To​ ​speak​ ​with​ ​one​ ​of​ ​my​ ​trusted​ ​mortgage​ ​partners​ ​about 
financing​ ​your​ ​first​ ​home,​ ​click​ ​here​ ​to​ ​schedule​ ​a​ ​1​ ​on​ ​1​ ​appointment​ ​now”​ ​– 
(scheduleonce.)  
Seller​ ​leads​ ​are​ ​potential​ ​refinance​ ​leads.  
 
 
 
Bonus​ ​Ideas 
Create​ ​content​ ​together 
Quick​ ​little​ ​interviews 
Hangouts​ ​like​ ​this​ ​one 

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