The Mortgage Originator
Let's get started with the Primary Referral Targets for the Mortgage Originator. The 2 professionals that we have the loan officer focus on are, the property and casualty insurance agent and the financial advisor.
Now let me be clear, and this is for all Core7 professiona...
BEST PRIMARY REFERRAL SCRIPTS FOR THE REALTOR
Real Estate Agent- Equity Assessment Request
Hi (CLIENT NAME)
The reason I am reaching out is because in reviewing property values, I noticed that we have not done an Equity Assessment to evaluate the appreciation or depreciation of your property. I w...
JB: Again, focusing on the primary targets. Alright Mark, let’s review the Financial Professionals. We’ll start with the Financial Advisor.
A FUNDAMENTAL PRINCIPLE RE: THE 4 FINANCIAL FOCUSED PROFESSIONALS (Financial Advisor, Estate Planning Attorney and P&C Agent)
MM: Okay, great. Before we ...
R.E ATTORNEY/ESCROW OFFICER PRIMARY REFERRAL TARGETS
JB: That’s the base of the system in a lot of ways. Let’s talk about the Real Estate Attorney.
MM: The Real Estate Attorney is not in position to refer as much as some of the other professionals.
JB: Yeah, they are really at the tail end o...
MORTGAGE ORIGINATOR PRIMARY REFERRAL TARGETS
JB: So talk to me now about the Loan Officer.
MM: The Mortgage Originator’s primary referral targets are the Financial Advisor and the Property & Casualty Insurance Agent.
There are four points with the Mortgage Originator refers the Financial Ad...
REALTOR PRIMARY REFERRAL TARGETS
Let’s get focused. Let’s start talking about the Core7 Primary Referral Targets. Can you talk about the Real Estate Agent’s targets?
MM: Absolutely. The Realtor’s two primary targets that they are supposed to focus on are the Mortgage Originator and the Real E...
THE PRIMARY REFERRAL SCRIPTS
This is what the Mastermind Groups are all based on. It’s these specific referral points that each professional is held accountable for in the meetings. So, very simply, we insure that the right professional is referred at the right time in the right sequence
JB: In...
THE REFERRAL GENERATOR
JB: Talk to us about this idea of a referral generator. That’s a key element to the entire Core7 System.
MM: Yeah. The Core7 System, if it was based on one thing that would be it. The Referral Generator is a question that creates an opportunity to refer the proper pro...
THE STRUCTURED MASTERMIND GROUPS: MAXIMUM ACCOUNTABILITY
JB: So this all sounds really good, but here’s the big question. How do you manage, track and keep the whole thing going?
MM: That’s the part that is really unique. All of these actions are managed in the Core7 structured Mastermind g...
JB: Alright, could you comment on the accountability of the system? So, where I think the real value for Core7 comes from is the accountability. I mean you know what to expect, and that doesn’t happen that often.
MM: That’s correct Justin. The Core7 System is based on specific, predictable re...
To get started, I thought the best was to tell you about the Core7 and it’s successes was to let you read the transcript of an interview I did in 2012. There may be some stuff repeated later when necessary, but this is a good overview.
JB: Hello, this is Justin, and I’m joined today by Mark. Mark...
