Every referral partner needs to go through 3 stages: 1. Attract 2. Convert (nurture + offer) 3. Deliver Most loan officers miss the key ingredient to conversion. Today's recording will be really good if: - You don't know how to meet realtors besides coffee - If you meet a lot of realtors and don't get business - Realtors stop responding to you

I took @Sam Abazari Lead Tracker and collaborated with Claude to make some updates: -Added the normal lead 8 lead sources you may be used to from Coaching - RLTR, PF, BUS etc -In the lead sheet, the 4 statuses (Working, Preapproved, Dead and Funded) change the cell color. So you can focus on the Working and Preapproved to see who you need to follow up with -To make the numbers correct, say you pre-approved someone and they went somewhere else (Sucks but happens). You still have to keep them as Pre-approved vs moving to Dead otherwise the percentages aren't correct. They were "Pre-approvable", which is really what we should optimize for; engaged leads. Hope you find it useful!

My wins for the week: - Made progress working on some big discounts for you got with some vendors you will like and appreciate - 17 new members for the week so far in the community! - My branch closed out March with $21M in fundings

Hey @Sam Abazari Wow...I saw you made a lot of updates and will take a look. One thing that jumped out was the Lead Tracker. It looks really cool. I have the old G/Y/R Tracker from my Freedom Club days and its just a color mess, lol. But it tells me the conversions (ie pre-approvable leads, not necessarily funded) but it seems like yours does the same thing and has better flow metrics from lead to funding. Some questions... Are you meant to start a new workbook each month? Or Keep the Dashboard running for the year and add a new lead sheet each month?

I will be out for my honeymoon all of next week so no coaching call. Please put your questions here and we will cover them the following coaching call