File Management – MNCCZS

Now what to do with this hot lead? Whether you have another appointment scheduled or not, you will be managing these deals in your pipeline within the CRM. The system will help to remind you to look at that deal twice per week. Here is what you should be looking for:

#MNCCZ’s
In hubspot, make a new note and use #MNCCZ’s and this will prepopulate for you to fill out.

• Market trends as they apply to this deal
• New listings (try checking outside of the set criteria geographically or price point)
• Cancelled listings
• Comparable listings that went pending – make calls to the listing broker to collect data
• Zillow activity
• Shifts in lending

Reach Out:

• After detailing these notes in Hubspot, you should be able to easily see if a reach out makes sense.
• Can you reach out to your client with something of value?
• Do you need to reach out to your client to get clarity on something they need?
• Reach outs should always feel valuable to the client.
• Reach outs are in the form of text or calls, emails should always be a secondary layer unless that is their primary means of communication.

The Goal:

• Progress the deal down the pipeline, at their speed!!
• Some people may take months or even years for things to line up and move forward with a purchase of a home.
• The goal is for you to be the valuable professional in front of them when they are ready to move forward.
• Leave a mark, be more convenient than the internet for them, be more responsive than anyone else, and show off your skill at every opportunity.

Reach out Ideas & Examples

In the following modules you will learn the the “16 Lead Follow Up Ideas”. This is a great tool for when you get stuck. You can also @ your admin team to review your file and give advice!