Your Genie Agent (s)
• Cold calls agents for you.
• Schedules realtor introduction phone meeting.
• Coordinates and communicates meeting details.
• Help schedules in person meetings as well!
Your Genie can also help you reconnect with past referral partners!
Genies can also call: Divorce Attorneys & Financial Advisors
Be Different! Provide A Unique Experience for Every Realtor.
Break The Ice
Every Loan Officer will get a custom virtual business card to send to new agents.
The Meeting is Confirmed Now What?
Reminders
Best Practices & Tips For a Successful Call
Before The Call
• Review their social accounts
• Text them your virtual business card
• Review their MMI information
During The Call
• Treat them like a friend
• What problems are they facing
• Focus on them and not you
After The Call
• Answer the survey form
• Schedule in person/virtual meeting
• Make sure to keep in touch with the referral source after the Genie process is done
