Mortgage + Real Estate Sales Prep

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Mortgage + Real Estate Sales Prep

Before we meet, tell me what you are trying to improve, what brought you here now, and what would make the session useful. Four questions are required; use the optional prompts only when they help you give me context. I’ll review everything before we meet.

Email*

1.What best describes your role?*

Loan officer

Mortgage broker

Realtor

Real estate agent

Branch manager

Team lead

Sales manager

Business owner

Referral partner

Title or escrow professional

Insurance professional

Other

2.What market or area do you serve? Please include the city, state, region, niche, or audience.

3.What made you reach out or book this session now?*

Characters remaining: 400

4.What are you trying to improve?*

Lead generation

Referral partners

Follow-up

Conversion

Confidence

Visibility

Messaging

Social media

Sales conversations

Client experience

Database or past-client strategy

Consistency

Asking for business

Getting unstuck

Other

5.Where does the sales process feel hardest right now?

Characters remaining: 400

6.What is currently working?

Characters remaining: 400

7.What is no longer working?

Characters remaining: 400

8.Where are most of your leads or opportunities coming from right now?

Realtor referrals

Past clients

Database

Social media

Paid leads

Open houses

Networking

Builders

Professional partners

Walk-ins or inbound

Events

Cold outreach

I am not sure

Other

9.What is your current follow-up process? This can include calls, texts, emails, a CRM, handwritten notes, social media, newsletters, or no real system yet.

Characters remaining: 400

10.What do you think is costing you the most business right now?

Characters remaining: 400

11.What are your current goals?

Characters remaining: 400

12.Are there any numbers I should know before we meet?

Characters remaining: 400

13.What do you want to feel more confident doing?

Characters remaining: 400

14.What would make this session feel useful by the end?*

Characters remaining: 400

15.Is there anything else I should know before we meet?

Characters remaining: 400

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