EVENT IS NOW COMPLETE!
The Mid-Summer Mastermind was our first virtual Mastermind Event, and it was a resounding success. We received excellent feedback from all attendees through the post-event survey. We greatly appreciate your feedback, as it helps us make these events even more successful in the future.
After the event, we summarized the top three takeaways from each room on each topic, which were shared in the Main Room after each session. These notes are listed below. Additionally, we have highlighted our three main takeaways from the overall session, which are outlined above the summary of the main notes.
A common theme throughout the session was the implementation of Velocity and Blu Mortgage. Contact information for these companies is provided at the bottom of this page. You can also find a 10% discount for Blu through our Agent Tech Services HERE.
Lastly we also shared all of our insights and notes on the podcast which can be listened too or watched using the links below:
ABW Top 3 Takeaways from the Mid-Summar Mastermind:
1. Balanced Communication Strategy in Database Management:
Balance between automation and personal touch by using automated emails for events like birthdays and anniversaries while also making personalized phone calls to enhance client engagement.
2. Building Strong Referral Networks for Lead Generation:
Develop and maintain relationships with financial planners, realtors, and other professionals to create a warm market for referrals, and consistently turn satisfied clients into advocates for your services.
3. Quality Networking and Community Engagement
Focus on quality interactions over quantity at networking events, follow up consistently, and host or participate in community events to build a strong local presence and engage clients creatively.
Summary of Key Takeaways from Breakout Groups:
Topic 1: Database Management
Room 1:
1. Ensure data accuracy in CRM systems like Velocity or Blu.
2. Allocate dedicated time for content creation (videos, emails, giveaways).
3. Balance between automation and personal touch (emails vs. phone calls).
Room 2:
1. Use varied automations (birthdays, anniversaries, appraisals, tax reminders).
2. Explore different CRM systems and management strategies.
3. Emphasize the importance of phone calls for client engagement.
Room 3:
1. Record and utilize data effectively in any form (Outlook, Excel, pen and paper).
2. Implement multiple touchpoints (newsletters, updates, summaries).
3. Utilize technology to scale and grow the business.
Room 4:
1. Integrate systems like Velocity and Gold Rush to replace third-party apps.
2. Use personalized touchpoints and innovative strategies (e.g., text with gift cards).
3. Share informative content with clients (e.g., dormant bank accounts).
Room 5:
1. Use CRM systems (MailChimp, Jungle, Velocity, Blue) effectively.
2. Ensure messaging is not always mortgage-related.
3. Maintain phone contact and manage the database effectively.
Topic 2: Lead Generation
Room 5:
1. Find a warm market (financial planners, realtors, accountants).
2. Create engaging social media content.
3. Utilize simple, effective strategies like bringing donuts to meetings.
Room 4:
1. Use open houses and community groups for networking.
2. Turn clients into raving fans by exceeding their expectations.
3. Maintain strong relationships with financial planners for referrals.
Room 3:
1. Develop a strong brand identity and niche.
2. Align with referral sources that match your interests.
3. Leverage your existing database for leads.
Room 2:
1. Utilize referral letters with signing packages.
2. Regularly connect with professional contacts.
3. Gather Google reviews to enhance public presence.
Room 1:
1. Continuously inform clients about the services offered.
2. Engage in networking events with a clear strategy.
3. Be genuine and authentic in conversations.
Topic 3: Networking
Room 1:
1. Get to know event organizers and leverage social media.
2. Focus on quality interactions over quantity at events.
3. Follow up and establish two-way referral partnerships.
Room 2:
1. Make non-agenda phone calls to the circle of influence.
2. Introduce yourself through business cards and personal interactions.
3. Join personal interest groups to build trust and connections.
Room 3:
1. Join groups that align with your target market.
2. Use technology like LinkedIn to maintain relationships.
3. Always follow up and close the loop on networking efforts.
Room 4:
1. Host community events like burgers and beer nights.
2. Partner with financial planners to reach more clients.
3. Use creative events like pumpkin patches for client engagement.
Room 5:
1. Help realtors by contacting their dead leads.
2. Maintain regular communication with realtors.
3. Share your mobile mortgage app with realtors for quick calculations.
Topic 4: Tech and Tools
Room 5:
1. Use ringless voicemail for marketing.
2. Incorporate AI and chatGPT for content creation.
3. Use Lender Spotlight for policy pages and rate information.
Room 4:
1. Store documents in platforms like Velocity and Sync.com.
2. Utilize design tools like Canva for professional documents.
3. Use NFC cards like Popl for client interaction.
Room 3:
1. Have an organizational tool for daily tasks.
2. Choose scalable technology and save on costs.
3. Embrace SMS and AI tools for better client engagement.
Room 2:
1. Manage multiple calendars with AI tools.
2. Prioritize tasks to balance personal and professional life.
Room 1:
1. Utilize platforms like Blu (Zoho), Canva, and others.
2. Know your target audience for effective communication.
3. Keep technology simple and sustainable.
These summarized takeaways provide a comprehensive view of the strategies and tools discussed, emphasizing the importance of data management, personalized touch-points, effective networking, and appropriate technology use in our business as Mortgage Brokers.
Key Contact Information:
Velocity / Newton:
Vivian Martin - Training Specialist
PH: 236.889.2362
BluMortgage
Tom Hall - Co-Founder
E: thall@bluroot.ca