Your Genie Agent (s)
Phone Genie
- Cold calls agents for you.
- Schedules realtor introduction phone meeting.
- Coordinates and communicates meeting details.
Facebook Genie
- Connects your profile with new agents.
- Strategically engages with new agent’s posts.
- Now that they’re warmed up we can start messaging with the goal of landing a meeting.
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?
Step One: Calendar invites are sent out.
This calend.ly event is created so you and the realtor can see the event invitation.
*The Genie Team will help set up your calend.ly account.
The reason why you can only see this event is that we have realtor information on there such as:
- Contact information
- Notes about the phone call
- Sold loan volume
- Screenshot of current lenders
Step Two: Email and text confirmation is sent out.
Step Three: Reminder emails and texts are sent out.
Best Practices & Tips For a Successful Call
Before The Call
• Find their social accounts
• Send them a text
• Send them a video
During The Call
• Treat them like a friend
• What problems are they facing
• Focus on them and not you
After The Call
• Schedule in person meeting
• Send them a text
• Request a Realtor pitch deck
