Realtor Marketing Plan
What works for one loan officer won't work exactly for another, but we can all learn from each other. With that in mind, here is a Realtor
Current Realtors in database
A's or A+'s
Call them every other Wednesday
Drop off cupcake for their birthday
Deliver pop by to local ones every two weeks
Send quarterly item of value to them
B's
Call them once a month
Call them on their birthday
Deliver pop by to local ones every two weeks
Send quarterly item of value to them
C's or D's
Send an email to them to see if they would ever consider sending a client your way. If no response or you get a no, then remove them from the list
Listing Agents
Create a follow up campaign in Cimmeron for all good listing agents.
Send thank you note after closing
Schedule a call every two weeks
Request a meeting for coffee
Include in pop by's if local
New Agents
Send power note after initial meeting
Add them to "Nice to Meet You" campaign
Set up meeting for coffee or lunch
Convert to either A, A+, or B, if C or D - Delete











