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90 DAY BUSINESS PLAN
Loan Consultant:
THIS ACTION PLAN IS DESIGNED TO OBTAIN MY ASSIGNED GOALS
PURCHASE ACTIVITIES:
- Targeting Russian/Ukrainian community.
- Mailing out 400 specialized flyers a month.
- Follow up on all flyers with a warm call (100 F/U calls will be made each week).
- Targeting top 30 Russian Builders in the Portland Metro/Vancouver area.
- Targeting top 30 Russian Realtors in the Portland Metro/Vancouver area.
- Creating Specialized Russian flyers for Builders and Realtors which will be updated and sent out each month, followed up with a phone call.
REFERRAL ACTION:
- Asking all clients for referrals.
- Following up with past clients with specialized mailers.
- Pass out flyers in Russian churches.
- Establish a relationship with Russian community based tax/accounting specialists. Follow up will include a specialized flyer and a phone call.
SUPPORTING ACTIONS FOR SUCCESS
- Commit to business plan daily, weekly, monthly, and yearly.
- Giving phenomenal customer service.
- Keeping Realtors and Builders up to date during a transaction.
- Attend every Escrow Signing
- Send Thank You Cards and/or Gifts and ask for referrals
MARKETING TOOLS FOR CONTINUED SUCCESS
- Specialized flyers for Russian/Ukrainian community
- Website on www.wamuhomeloans.com
- Personal Note Cards
- Builder/Realtor flyers
- Warm Calling
- Advertising in the top 2 Russian community papers.
- Option ARM/Equity line Flyers
SUCCESS BASICS
Commit to my marketing plan.
Think of myself as running my own business.
Think of my business plan as my investment.
Make my customers have confidence in me and my company.
Run my business to be convenient to my customers.
MANAGER FOLLOWUP
Every call is recorded on paper for review and statistics.
Pipeline Reviews
Set weekly Activity Goals
Identify weak spots and make them strong.
CURRENT PIPELINE
16 current leads.
4 client’s interested in equity lines.
2 Refinance clients totaling $900,000 |