Lead Gen
When would an associate utilize these two notepad radio dial buttons?
"Contact Made" & "Contact Attempted"
When documenting conversation within a lead that is NOT currently assigned to an associate.
Name 5 states that TF offer's a purchase product in - that is NOT Ohio, Florida or Kentucky
Georgia, Illinois, Indiana, Maryland, Michigan, Missouri, North Carolina, New Jersey, Pennsylvania, South Carolina, Tennessee, Virginia
True!
What year was Third Federal founded?
1938
Which manager wanted to be a teacher when they grew up?
Michele
When first contacting a lead thats been assigned, an associate must email using....
An Email Template!
The disclosures included in the email templates are required to be sent to the lead. Therefore, an associates very first email to a lead prospect MUST be from a template!
What are the two OOM Purchase states that we do NOT need to run Ernst on?
Indiana and Missouri
What is the maximum number of properties a customer can have financed with Third Federal?
2
Which current TF branch was the very first retail branch opened by TF in 1957?
Brecksville
Which manager wanted to be a ballerina when they grew up?
Kelly
True or False: An associate is expected to both email and make a phone call to their lead on the day its been assigned.
True!
A customer calls in and wants to discuss a purchase mortgage with TF. The customer advises us that the closing on the new home they have a signed contract for will not be for another 8 months, but they need to get an approval letter ASAP. Does TF offer a product for this customer?
Yes!
TF offers an extended commitment loan, often referred to as an "End Loan." This is simply a purchase mortgage that provides an extended rate commitment timeframe - up to 12 months! The customer pays a 1% commitment deposit upon receiving final loan approval that secures the rate for the remainder of th extended commitment time.
Explain how a customer can have two equity products with Third Federal using the same property as collateral.
A customer can do a HELOAN and a HELOC. The HELOAN would be in first position and the HELOC would be in second.
What year did Marc become CEO?
1987
Which manager wanted to be a doctor when they grew up?
Michael James Bailey III
Which lead source will send the prospects information to multiple competing lenders?
LendingTree!
LendingTree sends the prospects contact information to up to 5 different lenders, making this lead source a more competitive lead!
If the seller does not have an address listed near their signature on the signature page of a contract, associates should do what?
Enter the subject property (contract) address!
True or False - A customer can do a purchase in the state of California and it can be titled in the name of a revocable trust.
False!
TF is not currently offering purchases in the state of California, however, with an equity or refinance application, yes a property can be titled in the name of a revocable trust.
What year did TF expand into Central and Southern Ohio?
1999
Which manager wanted to be an ice skater when they grew up?
Ashley
Out of all possible lead sources, what is Third Federal's most successful converting lead source?
Incomplete Internet Apps! (LGI's)
Prospects who start their application online and dont finish. After 2 days, that becomes a lead for us to be able to reach out to and offer assistance in completing the application.
True or False: once the purchase application is submitted, the appraisal order can still go out and the appraisal can still be scheduled even if we dont have the contract yet.
False!
This is why its so important to set the right expectations with your caller. TF cannot begin the processing of the loan by ordering the appraisal until we have received a copy of the purchase contract!
What is the maximum number of loans a customer can have outstanding with Third Federal at any given time?
3
What is the reason that Ben and Gerome Stefanski chose to name Third Federal "Third" Federal?
When they were in line to obtain their $50,000 charter to start the bank, they were "Third" in line!
Which manager wanted to be a singer when they grew up?
Shannon