37: Marci Deane: How to use a DRIP campaign for pre-approvals

Marci started out working at a Bank and realized she loved mortgages. She made the transition to Brokering and has loved every minute of it. Marci has learned to use systems to improve her business.

STATS

Years as a Broker: 7

Location: North Vancouver

Brokerage: Mortgage Architects

TEAM SIZE

None

SUCCESS QUOTE

[Tweet ““When you’re good you tell people, when you’re great others say it for you. – Scott Stratten.””]

INSIGHTS 

• Start using a CRM sooner
• Track all leads
• Has used the Lions share mortgage training to accelerate her business
• Join a networking group
• She has used marketing in the arena where her kids play hockey to generate interest in her business
• Use a drip campaign to stay in touch with your pre-approvals

BOOK

• UnSelling: The New Customer Experience
• UnMarketing: Stop Marketing. Start Engaging

INTERVIEW LINKS

• Connect with Marci on Linkedin
• Join the conversation on Marci’s Facebook page
• Visit Marci’s website

RESOURCES

• Sage CRM
• Dropbox
• Microsoft Exchange

ADVICE FOR NEW BROKERS

1. Tell people what you want them to do.
2. Be faster
3. Focus on systems earlier

WHAT I LEARNED

I love the idea of using stealth advertising in a location where you spend a lot of time. Also the idea of sending out tools to your pre-approval clients using an email DRIP campaign is brilliant.

What one thing are you going to change or improve after listening to this interview?