EDGE Live is an energizing day-long event in which loan officers learn purchase growth strategies and then practice proven techniques by identifying, profiling, and making live calls to referral sources with an accountability partner and assessment process. During this workshop, a loan officer will:
Effective Marketing and Building Relationships
- Identify specific types of referral sources that create unbelievable momentum
- Profile referral sources and create powerful marketing strategies
- Gain the four key methods for identifying productive referral sources
- Know how to effectively obtain an appointment with a referral source to grow purchase production
- Identify and create a personal Unique Selling Proposition to increase purchase production
- Create a customized one on one referral source presentation
- Learn strategies to overcome common objections with confidence
Following-Through
- Create business disciplines to remain focused on purchase production
- Exceed commitments and build a respected reputation
- Identify various sources for creating and implementing value added marketing
- Determine the level of persistence necessary to gain market share
Business Planning & Efficiency in Time Management
- Implement tools to measure daily activities to ensure success in owning a purchase marketplace
- Select the right referral sources and market service area to accelerate purchase business growth
- Create a blueprint for success through writing and implementing a business plan
