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Kaleb Staff Training 11/11/2020 - Coggle Diagram

- - - - Calls to account managers for AMC"s
        
        building rapport with account manager
        
        See how many orders they have done in a month or quarter in your coverage area (see why we didn't get the business and what we can do to compete (or earn their business).
      - Email (consistent campaigns)
        
        Through our marketing person or Mail Chimp
        
        12 touch campaign
  - - - Talk to lenders directly
    - - Build relationship with someone who is on the board that can present your name and info for work.
        
        You want to get on their approved panel or better their preferred panel
      - 3 things you do
        
        Build Rapport (Ask for work in our coverage area)
        
        Get documents that are missing: E&O Insurance, Certification, W-9 (Texas Address)
        
        ake sure every client has the new W-9 (Texas)
- - - - Who are they accountable to?
        
        Get list of succession & divorce attorneys specifically
        
        Can use general list to market to as well
    - - Who are they accountable to?
        
        Do they have a list of the lenders that report to them?
        
        http://www.ofi.state.la.us/