MLO Monday

3 Tech Savvy Ways For Loan Officers To Maintain Realtor Relationships (On Autopilot)

One of the greatest feelings as a loan officer is getting a referral from one of the agents in your Realtor referral Army.

However, those referrals will become increasingly inconsistent or even rare if you don’t put in the necessary effort to maintain the relationships that you have established.

Lucky for you, we now live in an increasingly digital era of real estate which makes it very easy to maintain those valuable relationships by implementing technology and leveraging it strategically.

Here are three tech-savvy ways for you to maintain your realtor relationships on autopilot so you can continue to enjoy referrals without spending extra time earning them.

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1. Create Valuable Content

Not enough can be said for the value of creating custom content that appeals to both buyers and prospective real estate agent referral Partners. The more value that you provide via content, the more organic business you will attract. Although it might require an initial investment of time on your part (if you don’t have a real estate writer prepare your content for you), each piece of content will work around the clock in perpetuity to create and maintain your relationships.

The three most common types of content that loan officers use to generate referrals and build their relationships are:

  • Blogs
  • Videos
  • Podcasts

Make sure that you not only consistently create valuable content but post it to social media, and various other platforms like Active Rain and Medium.

2. Automate Video Email Touches

As you already know, a video is an engaging way to enhance any email. When you use videos as the body of your email, you help your recipients to feel more connected to you, understand your voice better, and get more familiar with who you are as a person (not just a lender).

Let’s say that you are trying to on board a large number of real estate agents to your referral army.  Obviously, this could be very time-consuming. However, if you create a set of generic on boarding video email, you can simply insert people into your drip campaign and allow it to work it’s magic for you.

Another approach would be to pre-record common videos that you might use to build relationships like happy birthday and Anniversary messages. Of course, you can always add a personal touch to these by also including quick personalized snippets in the text of each email. If you are diligent about maintaining your CRM and automating your follow-up process, you can pre-schedule each of these emails to go out when you are adding your contacts in the beginning  Or simply set up a reminder in your schedule to do so.

3. Develop An Alexa Flash Briefing Skill

If you are unfamiliar with Alexa, it refers to the artificial intelligence devices like the Amazon Echo which is now in the majority of American households. Many Alexa users start off each morning by asking her for their customized flash briefing. That flash briefing may include their schedule for the day, weather, headlines, and tips from their favorite blogs, vlogs, or podcasts.  By having your own skill programmed, you could spend just a few hours recording tips for real estate agents that could be scheduled to be included in their daily flash briefing for months to come. This will allow you to touch them on a daily basis with value, without having to actually pick up the phone or send an email.

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