Closing a Sale
A sale is not showing up on the Daily Sales Report, which box in the opportunity should you check first?
Close Date
Name 3 companies that are opt in.
Franklin Loan Center
Draper and Kramer
Commerce
Equity Resources
Alaska USA
C2 Financial
CenterState Bank
FlatBranch
John Adams
Loan Simple
Suburban Mortgage
Sunwest Mortgage
$135
Directors Mortgage
Harbor One
Homebridge
Nuvision
Go GSF
Handle this objection- "I have to talk to my agent first"
Ben to give the pass
You held a demo, but there is no opportunity in SFDC, what should you do?
Manually make the opportunity and update stage to held
Follow+ pricing and credits?
$50, unlimited credits
A client wants to sign up later tonight, what link should you send him/her?
https://pro.listreports.com/sign-up
So you do not have to do the manul build and the account gets set up asap
Name 3 companies that are $125 and individual cc?
Amerifirst
AFN*
Bay Equity
Caliber Home Loans
GEM
Fairway
Freedom Mortgage
OneTrust
Summit Funding
Supreme
The Federal Savings Bank
Wallick and Volk
What slack channel can you check to make sure you entered a cc into the payments page?
Unassigned billing
When should you put notes in Salesloft?
Anytime you have a conversation
Where can an agent or Lender set their own RUSC?
Settings, ListREprots settings
How do you know you've submitted a manual build, what should you do if you made a mistake?
You know a manul build has been submitted if there is a Manual Build Submission Time.
If you already submitted and need to update any of the info- let Noel know, do NOT re-submit.
Name 2 companies that are $135 individual cc.
Evergreen
Guild Mortgage
The Mortgage Firm
A LO wants to put a new user on his/her cc- what do you need to email Noel?
Written approval stating user can go on cc
A LO in a demo held no close cadence said thanks, but no thanks, what should you do to the opportunity?
Mark the opp as a closed lost and update the notes
Where can you find the individual LO link to invite agents to the system?
At the bottom on the invite once you picked an agent.
You received an error on the payments page, what should you do?
1. Confirm the credit card information with the client
2. Do not exit out of the page and contact Noel
A company wants RESPA information, what are the steps?
1. Send the RESP template in SL
2. If more information is needed make an introduction to Sondra
You collected a new LRBR from calling an agent, what steps do you take?
log New LRBR, become agent, enter LO info in google form, log activity for Lender
What report can you view to see all the positive conversations you had that day and should have follow up on them?
Positive Call Connections Per Day
If the agent has a picture in agent farm does that mean he/she is a current user of ListReports?
No
You received an error on the payments page, what should you NEVER do?
Never write down the credit card information outside the secure links - this includes never writing it down on paper, electronic note pads, put c ifom in SFDC
PRMI- what is the status of payment collection for the company?
We should ask for an individual cc first.
If LO wants to opt in on Branch P&L you must let Sondra know.
What new information was added to SAlesforce about Loan Officers last week, where can you find it?
Loan Production and it's in the ListReports Customer Data
What is putting a call back date in Salesforce necessary?
This is the only way others can see that you have follow up marked, there are rules around the call back date, it calls your follow up to a cadence
What is an LOS integration? What do employees at a company with an LOS get?
It's when w integrate with a LOS, get a PALS account, automated Just Listed text and Jsut Listed with Sold