Finance
The Number #1 Thing to get the best approval possible
What is Proof Of Income
is the Minimum Pitch Rate
80%
This is how you set expectations and set the tone of the appointment.
What is your Agenda
NOW DO IT WELL OR LOSE 1000 POINTS
this is the time I have to be available by phone
what is Monday-Saturday 9AM-7PM
This is the Main reason we switched to OCC
what is personal information of homeowners safer
Our Finance Coordinator is
Who is Travis Larson
is the minimum close rate
what is 25%
This is the Part of the Process that if you don't do well you will get Objections during #'s
What is the PTA
This is Considered a rehash appointment for 20% off
When appointment has been reset by marketing and its a previous PNS and the original quote was given within the last 90Days, Same Product, Cannot be same sales rep
this is the first step to making a proposal
what is verify HOMEOWNERS information
The day of the week that typically approvals come back later in the day
What is Monday
this is the minimum DPL for 2025
What is $2500
This is the STAT of PRIDE for a sales Person
What is Close %
This is how much a a contract can be to receive $750 Mini
what is $20,001-$25,000
This is the order of paperwork signed
what is Contract, Then Finance packet
this is the best loan we offer without a finance fee
what is 9.49x240
This is the kpi that shows how much you care
what is Retention %
this is the step that IDF has always focused on and will continue To do so
what is the 5 Reasons Why
this is what you do when you get a check approval and think its wrong
What is Sales Commission Dashboard, Then TL. Then GM
this is what to do if your lead don't show up on occ
This is the information on the pending report.
what is Date Sold, Product, Customer Last name, Sales Reps, Docs in, Status, Docs out, Notes, City, Approved Date, Plan Requested, amount, Deposit, POI, Total.
This is the #1 KPI the General Manager is responsible for
What is Profit %
This is a closing mantra that we should all believe
What is I can close anyone anything anywhere at anytime at any price
This is when A contract is considered NIS and eligible to be paid out on
what is a finance approval, or 25% collected, 3 day contract recession has passed +2 days to audit.
what is not adding product template