In order to get the best results, we need to be on top of these main details in order to maximize our results. This is a non-negotiable

https://www.loom.com/share/f4c8db3a3e9f40268cff903ee110f28d?sid=7e1aa119-ad82-4ab6-bd29-b64e00e652eb

Appointment Check List

This is the check list to follow when you have a appointment coming up with a lead. Scroll through the page to get more details

<aside> <img src="/icons/checklist_blue.svg" alt="/icons/checklist_blue.svg" width="40px" /> Check List

1. On the time of the appointment
   1. Double call the lead on the dialer
      1. if no answer. Call 5 minutes later off your personal line
2. Disposition (Look below for more details)
   1. If the lead shows, Waiz Booking System → Showed stage
   2. If lead no shows, Waiz Booking System → No show
   3. If you speak to lead and doesn’t qualify → Drag down and place it as “lost” and choose the reason why
   4. If you take application → Drag opportunity to “Won”
3. Take Notes: Add custom Fields and take custom notes

</aside>

1. Disposition

How you place the lead after an event.

Pipeline View

You will have 3 main pipelines

1. Waiz Booking System: Leads you haven’t spoken with
2. Loan Officers Pipeline: Leads you’ve spoken with
3. Application Taken: After Application Management

**

If you want to learn more about pipeline views: Click link below

Lead Stage

This is where you will be able to categorize your leads based on the stage the prospect is in which has similar labels as below. As lead flow increases, it’s important to categorize your leads so none o

Status

Rule #1: DON’T STATUS A LEAD UNLESS YOU’VE SPOKEN TO THE PROSPECT

To status a lead, you click and drag the opportunity down to these three boxes.

<aside> 🌐

Lead Lost = Spoken To and Doesn’t Qualify

If you put a lead as lost, is if you spoken. We will mark the lead as spoken to

Lead Abandoned = Tried Calling/Texting 3 Times and No Response

Do not abandon a lead without calling

Lead Won = Application Taken

Application taken, Drop down to lead won

</aside>

2. Taking Notes

Allows us to strategic targeting with our back end marketing. Without proper notes, we won’t be able to maximize our nurturing sequence

A. Custom Fields