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Your Client Follow Up Sheet

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Follow Up with My Client's For Me -System

Designed For ________________ - Mortgage Professional, by Terry Mullins

 ( Nustart720.com)

 

Company:________________________________.      Lender Promotional Code:_____________

 

Here is what to do:

To explode your business, carry this sheet with you each week and list all potential clients that you could not get approved. Fax or email this form to my office each Monday at 10am (812-876-1179) or terry@nustart720.com.

 

Here is what will happen:

We will call all potential clients and get them signed up for our site and credit newsletter. We will consistently reinforce to each of these future clients that you are an expert Loan Officer. We will review their credit report and determine the best course of action to raise their credit scores. In short we will educate them on how to raise their credit score and improve credit worthiness.

Our Goal is to help you build a new pipeline of business!

 

Here is my list of who to call:  The first time go back 90 days and list all clients that did not close!

Name:                                                               Home and Cell #:                                    email address:

1.____________________________________________________________ _____________________

2._______________________________ ___________________________________________________

3._____________________________ ______________________________ ______________________

4.______________________________ ______________________________ ______________________

5.___________________________________________________________________________________

6.___________________________________________________________________________________

7.___________________________________________________________________________________

8.___________________________________________________________________________________

9.___________________________________________________________________________________

10.__________________________________________________________________________________
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