rect consumers, but to possible Referral Partners, too.
Customers have a lot of power and pull. Think
about it, if one of your own past customers emailed
you and suggested that you really should reach out
and connect with an Insurance Agent they adored, you
certainly would not disappoint, would you? Neither
will their Realtors!
Need a script? Try mine! Download my, “Refi Client Realtor Referral Script” Edit and use as you see fit.
TAG ALONG - Commit to tagging along with a Title
Rep or other Industry Professional to Broker Opens,
“Going on Tour,” and/or popping into Open Houses
a few times a month. This approach works especially
well for folks who don’t have a database to tap into or
who are on the shyer side or simply feel rusty at getting out and amongst Realtors.
Leaning on another Professional to break the ice
or to be introduced to Realtors they know, but you do
not, can certainly help you to stretch out of your comfort zones. The trick to this approach is to tag-along
regularly and even change-up who you tag-along with
in order to mix up the chemistry.
Make sure that if you happen to have any marketing pieces about you, your company, your programs or special value offerings, that you keep them
in business folders in your car, ready to hand-out if
the opportunity presents itself. And, P.S., the opportunity always presents itself, so don’t be caught empty-handed.
SOCIAL SNOOPING - Research Realtors in your
area via LinkedIn or Facebook. Reach out and suggest
a networking/coffee date to brainstorm and share
business growth strategies. Another great on-line
snooping resource is
www.ActiveRain.com, a Realtor-specific forum. In fact, in some areas of the country,
there are live Active Rain meet-up groups and generally you will be the ONLY Mortgage Professional in
attendance! Truth is, very similar to how the general
public has embraced online dating methods, Professionals of all types are getting much more comfortable with meeting potential referral partners via social
media avenues, like LinkedIn and Facebook.
When reaching out to Realtors via these avenues,
it’s always a good idea to snoop into their profile to
uncover a particular niche, passion or general inter-
est that the two of you share and use that common
thread within your message.
Need a script? Try mine! Download my, “Social Snooping
Message Script” Edit and use as you see fit.
What’s especially great about these four direct
approaches to meeting more Realtors is that they all
work regardless of the size of your change purse or
your technical savviness, or lack thereof.
What do you think could happen if you committed to a combination of these methods every single
month? I can tell you for sure what won’t happen and
that’s, months going by without having met up with a
single new Realtor.
Presenting yourself as the real gem, rather than
some expensive marketing system or tool will help
you to remove unnecessary obstacles between
you and your Realtor targets and will put the focus
squarely on YOU as a magnificent Mortgage Professional, one that they will get to know, like and trust
who they’ll be eager to furnish with leads.
Coach Victoria‘s passion is working one-on-one with
highly motivated business professionals to maximize their
personal effectiveness as they develop their vision, define
their goals, take action and build strong foundations to
ensure their continued success. She can be reached at