1. Open Houses- Host with Realtor
    2. Open Houses – Visit several to meet many Realtors
    3. FSBO Solicitation – Capture Buyers referred by Owner Seller Then Do his/her Purchase loan
    4. Community Events
    5. Business Events – you Host
    • Social Media speaker – invite Realtors and Business owners
    • Tax Planning & Tax Matters – CPA speaker | invite Realtors and Business owners
    • All In One Loan – invite Realtors and Business owners
    1. Homebuyer Classes – In Person
    • 1st time Homebuyers
    • Investors
    • Self Employed Niche programs
    • VA – Restaurants, Realtor Offices, On Military Base,
    • DPA’s
    1. Homebuyer Classes – Online Events
    2. Realtor Seminars/Classes incl Lunch-N-Learns
    • VA Loans
    • DPAs
    • Investor & Self Employed Niche programs
    • Renovation lending to capture more Listings
    • Video Marketing for Realtors
    • CRM database management for Realtors
    • Lead Generation for Realtors
    • World Class Homebuyer Consultation
    • Google Business for Realtors –
    1. Purchase Online Leads
    • Niche programs in select areas – e.g. USDA
    • Veterans for VA loans
    • Low Rate Shoppers for Refinances – e.g. Lendingtree
    • CALVET loans to do VA IRRRL to drop payment
    • DPA seekers.
    1. Google Click Ads – direct to Property Search sites
    2. Facebook Ads
    • Lead Forms for Lead Capture
    • Sponsored Ads to click to website / Call to Action
    • Brand Awareness Marketing
    1. Year-Round Postcard Campaign to Database
    2. New Year, Valentine’s Day, July 4, MLK etc.
    3. Social Media Organic Actions
    4. Create Private Facebook Group(s) – Business related
    5. Create Private Facebook Group(s) – Not Business related

    e.g. Save the Tigers, Hiking, Biking, Homeless Veterans etc

    1. Post regularly – What and When?
    2. Send Color Flyers to Agents for Placement in Listing
    3. BombBomb video emails to Realtor Partners
    4. Create Approved CE Course for Realtors & Teach Them
    5. Lunch-N-Learns – Teach to Real Estate Agents at your office or theirs

    Business Plan for Agents

    How to get Google Reviews [also help set up Google Business profile]

    How to Generate Leads

    1. Market to Licensed Contractors re: Renovation Loan products
    2. Find Condo communities not FHA VA Approved – Get Them Approved then market to Occupants and local Realtors
    3. Create a YouTube Channel then make Videos to spotlight:

    Your City – restaurants, businesses, parks, schools, activities, etc – this is NOT about mortgages

    A specialty loan product [e.g. FHA 203k/ Renovation Loans]

    Getting Tough Loans completed

    Client Testimonials

    Your Value Propositions

    1st Time Homebuyer Tips

    1031 Exchange

    Investor specialty loans such as DSCR

    All in One Loan™

    1. Local Businesses: Interview Business Owners
    2. Moving Truck -Branded with you / Buyers lease to move [Buyer to provide Insurance]
    3. Buy Trigger Leads –
    4. Podcasting
    5. Solicit Listing Agents re: Unfinanceable Problem Properties


    Condemned Homes

    Unpermitted Addition issues

    2 Manufactured Homes on a Lot etc.

    Pre-1976 Manufactured Homes

    Key words to search on MLS include Fixer






    Fixer upper


    As is


    No FHA

    No VA FHA



    1. Create E-Books
      1. 1st time Homebuyers
      2. The Homebuying Journey
      3. Understanding your VA Home Loan Benefit
      4. How to Buy a New Home from a Builder
      5. Buying your first Investment property
    2. Builder as a Referral source
    3. Apartment Marketing – send postcard campaign with QR Codes
    4. Send CMA annually to your Past Clients.
    5. Homebot – enroll your Closed Clients for ongoing updates & opportunities.
    6. Deepen Relationship with your Database by communicating on all Special Days


    • January – New Year’s Day (1)
    • February – Valentines Day (14)
    • March – Daylight Savings Time Begins
    • March – St. Patricks Day (17)
    • April – Tax Day
    • May – Mother’s Day
    • June – Father’s Day
    • July – 4th of July (4)
    • August – Back to School
    • September – Patriots Day (11)
    • October – Halloween (31)
    • November – Daylight Savings Time Ends
    • November – Thanksgiving
    • December – Christmas, Hanukkah, etc
    • December – New Year’s Eve (31)



    • Closing Anniversary
    • Wedding Anniversary
    • Birthday
    • Children’s Birthday(s)
    1. Deepen Relationships by inviting to Events:
    • Physical, Active and/or Competitive

    ○ Bowling

    ○ Top Golf

    ○ Miniature Golf

    ○ Charity Golf Tournament

    ○ Golf Clinic

    ○ Elitch’s


    • Social (Adult)

    ○ Canvas & Cocktails

    ○ Cooking Class

    ○ Baking Class

    ○ Wine Tasting

    ○ Housewarming Party

    ○ Happy Hour

    ○ Game Night

    ○ Annual Dinner


    • Social (Family)

    ○ Ice Cream Social

    ○ Summer BBQ / Potluck

    ○ Pictures with Easter Bunny

    ○ Pumpkin Carving

    ○ Pictures with Santa

    ○ Letters to Santa

    ○ Sponsored Float in Parade of Lights (invite DB to participate and ride)

    ○ Movie Theater Rental (The first event we highlight in our EXTRAordinary Events)

    ○ Picnic in the Park with Movie

    ○ Mother’s Day Gift Workshop for Dads

    ○ Family Photo Shoot


    • Community / Geographical Farm

    ○ Volunteering

    ○ Blood Drive

    ○ Block Party

    ○ Document Shredding

    ○ Electronic & Computer Recycling

    ○ Paint Disposal

    ○ Spring or Fall Cleanup (dumpster drop)

    ○ Neighborhood Donation Drive (items no longer needed)


    1. Deliver Consumables to Clients:

    Holiday Pie Delivery / Pickup (cherry/apple for Independence Day or pumpkin/pecan for


    ○ Fresh Produce (watermelon for Independence Day, pumpkins for Halloween, turkeys for

    Thanksgiving, hams or fruitcake for Christmas)

    ○ Gourmet Cupcakes

    ○ Custom Fortune Cookies

    ○ Gourmet Popcorn

    ○ Sherri’s Berries

    ○ Edible Arrangements


    1. Ask Credit Union Loan Officers for turn-downs
    2. Ask Builders for turn downs
    3. Request an Annual Mortgage Tune-Up-Review [Past Clients]
    4. Ask for Business from the Bail bondsman
    5. Buy Zillow & Leads
    7. Solicit Investors [i.e. Absentee Owners] via mail to Sell to their tenants and avoid paying commission to Agent for Buyer
    8. Post every week on Facebook Community Pages such as Temecula Talk, Murrieta Talk – whatever city you’re on.
    9. Car Wrap [QR Code & Tel# with Niche Call to Action]
    10. Advertise your Location as one to Dispose of used American Flag properly / see
    11. Network with and Befriend Loan Officers in other States to refer you to Business in your State(s).
    12. Radio -weekly talk show or 30-sec infomercial about you
    13. Sponsor non-profit events in return for Floor Speaking time, marketing materials, and mentions. etc