Newsletter – Instructions for Mortgage Pros
This playbook gives mortgage professionals a complete, step-by-step system to create and deploy a monthly, co-brandable newsletter that keeps them
Newsletter – Instructions for Realtors
This step-by-step playbook teaches realtors how to create and deploy a co-branded, customizable monthly newsletter using a Canva template to
The Mortgage Pro AI Shortcut Kit – CA
The Mortgage Pro AI Shortcut Kit – Canada Edition is a collection of 13 plug-and-play AI prompts created to save
The Mortgage Pro AI Shortcut Kit – USA
A practical AI shortcut kit of 13 plug-and-play prompts designed for US mortgage professionals to save hours each week by
Month-End Sales Celebration – Instructions for Mortgage Pros
This playbook guides mortgage professionals through creating and deploying a Month-End Sales Celebration video to showcase actual monthly closings and
Month-End Sales Celebration – Instructions for Realtors
Step-by-step playbook for realtors to create and deploy a Month-End Sales Celebration video using a customizable Canva template that showcases
Market Updates – Instructions for Realtors
This playbook provides a turnkey Market Update system real estate agents can use to stay top-of-mind with their sphere by
Market Updates – Instructions for Mortgage Pros
This playbook equips mortgage professionals with a ready-to-use system to create monthly, location-specific market updates that keep them top-of-mind with
The Mortgage Pro AI Shortcut Kit – CA.docx
The Mortgage Pro AI Shortcut Kit is a collection of 10 plug-and-play ChatGPT prompts plus 3 bonus prompts designed specifically
The Mortgage Pro AI Shortcut Kit – USA.docx
The Mortgage Pro AI Shortcut Kit is a plug-and-play set of 10 ChatGPT prompts plus bonus prompts built for US
Reviews to Referrals Script – for Realtors
This document provides a concise calling script and campaign steps to turn 5-star reviews into referrals for real estate professionals.
VIP Partner Growth Plan (Executive Summary)
This VIP Partner Growth Plan (Executive Summary) is a fillable template used during the first What's Next meeting to establish
VIP Partner Growth Plan – INSTRUCTIONS
This one-page VIP Partner Growth Plan instruction guide explains how to run the first What's Next meeting with a new
What’s Next Meeting – Notes Template
This is a weekly What's Next meeting notes template for loan officers and realtor partners to run structured accountability and
What’s Next Meeting Nots – INSTRUCTIONS
This instruction guide outlines the What's Next Meeting Notes, a 30-minute weekly or bi-weekly coaching template that uses the WRAP
The Dozen-Deal Partner Formula Book.pdf
The Dozen-Deal Partner Formula by Doren Aldana is a practical playbook for mortgage professionals that teaches how to attract elite
Review Attraction Campaign (for Realtor VIP Partners)
This document is a ready-to-deploy Review Attraction Campaign for Realtor VIP partners that provides step-by-step CRM workflows, SMS and email
How to Create Custom Graphics for Your VIP Partnership Program
This fill-in-the-blank guide helps mortgage professionals create hyper-realistic custom graphics and concise slide copy for a VIP Partnership Program using
Client Review Spotlight – Instructions for Mortgage Pros
This execution playbook shows mortgage professionals how to convert client reviews into polished social media and email assets that build
Client Review Spotlight – Instructions for Realtors
This playbook turns client reviews into professional, shareable marketing assets by providing customizable Canva templates, video reel formulas, prewritten captions,
Review Attraction Campaign – For Synergy CRM
A ready to deploy Review Attraction Campaign template for Synergy CRM designed to help loan officers and mortgage professionals solicit
Reviews to Referrals Script
This document is a phone script for mortgage professionals to turn 5-star client reviews into referrals. It includes a live
Prescription Summary – Guidelines For AI Analysis Prompt
This guideline provides a framework for analyzing Realtor discovery notes and producing quantifiable, conservative Show & Tell recommendations focused on
Prescription Summary – AI Analysis Prompt
This document is an AI prompt template that guides loan officers and mortgage professionals to analyze discovery meeting notes and
SAMPLE PRESCRIPTION SUMMARY
This VIP Partnership Prescription Summary for Jennifer Martinez is a targeted action plan to help a real estate agent scale
SAMPLE PRESCRIPTION
This two-page VIP Partnership Prescription for Realtor Nate Hampton diagnoses five priority business gaps that are costing an estimated $500K+
brochure_Outer.pdf
This branded brochure from Top Flite Financial outlines a broad range of mortgage products and programs tailored to diverse borrower
brochure_Inner.pdf
Brochure from Top Flite Financial outlining turnkey marketing services for real estate professionals, including HD virtual tours, single property websites,
ThankYouCard.pdf
A branded thank-you card from loan officer Steve McNulty of Top Flite Financial that congratulates a realtor for a successful
FTHBunaddressed1.docx
Promotional mailer targeting Ravenwoods renters that explains how tenants can stop renting and buy a home using low down payment
FTHBunaddressed3.docx
This direct-mail marketing letter targets Ravenwoods tenants and promotes a free report and recorded hotline to convert renters into first-time
FTHBunaddressed2.docx
Promotional mailer targeting Ravenwoods tenants that explains how renters can stop renting and buy a home, offering a free report
Guest Registry.pdf
Guest Registry.pdf appears to be a sign-in or attendee log for meetings, designed to capture guest names, contact information, company
HomeFlyer.pdf
The document is a PDF flyer titled HomeFlyer.pdf categorized as Meeting Materials; the extracted text is largely unreadable and contains
18sellertips.pdf
This guide presents 18 practical tips for sellers designed to help real estate agents prepare homes for market and maximize
fthbmarketingsystem.pdf
This manual by Doren Aldana shows mortgage advisors how to become the #1 mortgage advisor to the rental market using
~$troemailtostaff.docx
This document appears to be a temporary or auto-saved Word file that contains only the name Doren Aldana repeated and
BrochureSample.pdf
This brochure sample is a concise marketing piece designed for realtors and mortgage professionals, highlighting lending services, value propositions, and
testimonials.pdf
This document is a collection of client testimonials praising Bob and his team for refinancing services that produced monthly savings
embpsalestraining.pdf
A practical sales training guide for mortgage professionals that teaches how to secure appointments using a Basic Qualifying Question formula,
wowfactorformula-revised.pdf
Factor Formula by Doren J. Aldana is a practical marketing manual for mortgage professionals that teaches step-by-step tactics to dramatically
FSBO Marketing System – Instructions.pdf
This updated 2025 instruction manual presents a step-by-step FSBO marketing system designed for loan officers and mortgage professionals to generate
Expired Letter #2.docx
This direct-mail letter is targeted to homeowners whose MLS listings expired and offers services from a realtor to relist and
Expired Letter #1.docx
This is an expired-listing solicitation letter from a realtor offering homeowners whose MLS listings expired a marketing-focused approach to sell
Expired Letter #3.docx
This is a direct-mail expired-listing sales letter from realtor Jane Smith that uses a novelty mini garbage can gimmick to
publicity1.pdf
No text content was provided for this file. Based on the title "publicity1.pdf" and the "Samples" category, the document likely
publicity-2.pdf
This file, titled publicity-2.pdf, appears to be a sample publicity/marketing piece aimed at realtors and mortgage professionals to support client
publicity-3.pdf
Text content for this file was not provided, so a detailed analysis is not possible. Based on the filename publicity-3.pdf
publicity-4.pdf
publicity-4.pdf appears to be a sample publicity flyer or marketing handout tailored for real estate and mortgage professionals, presenting promotional
headlines1.pdf
A compilation of sample marketing headlines tailored for real estate and mortgage professionals. It offers headline templates and example copy
Pipeline Stage Celebration – Instructions for Realtors
This playbook provides Realtors with a step-by-step Pipeline Stage Celebration social media strategy to showcase buyer milestones at Pre-Approval, Under
Pipeline Stage Celebration – Instructions for Mortgage Pros
This playbook gives mortgage professionals a step-by-step social media system for celebrating client milestones at three pipeline stages: Pre-Approval, Under
VIP Program Presentation (Unbranded Version).pdf
This unbranded VIP Partnership Proposal presents a referral and co-marketing program for realtors to collaborate with a mortgage team, designed
4 Steps to Crafting Your Unique Value Proposition
This guide presents four practical steps to craft a tailored value proposition for Realtors, including optional MoveTube and Curb Hero
VIP Program Presentation (Unbranded Version).pptx
This 5-page VIP Realtor Partnership Proposal (pages 1-5) from John Smith, REALTOR® outlines a co-branded mortgage and marketing partnership that
debtconsol-US.pptx
A 5 page seminar slide deck for homeowners that explains how to eliminate high interest debt quickly by using mortgage
debtconsol-CA.pptx
This five-page seminar slide deck (pages 1-5) explains how homeowners can use mortgage refinancing and home equity to eliminate high-interest
~$debtconsol-US.pptx
Page 1 of the document displays the name Doren Aldana prominently with no other text or contextual information. The file
~$debtconsol-CA.pptx
The document is a one-page file that contains the name Doren Aldana printed twice. Page 1 includes only that text
11questionstoask-US.pptx
This slide deck is a seminar-style mortgage checklist that outlines 11 critical questions borrowers should ask when choosing a mortgage.
~$11questionstoask-CA.pptx
This is a single page document that displays the name Doren Aldana. Page 1 presents the name twice, once in
11questionstoask-CA.pptx
This slide deck (pages 1 to 4) presents an 11-question checklist and practical guidance for choosing the right mortgage, covering
~$11questionstoask-US.pptx
The document is a single page containing the name Doren Aldana. On page 1 the name appears twice, once as
stoprenting-CA.pptx
This 4-page seminar slide deck (pages 1-4) titled 7 Steps to STOP PAYING RENT and OWN A HOME OF YOUR
stoprenting-US.pptx
This slide-deck is a 7-step seminar guide for renters aiming to buy their first home, describing the benefits of homeownership
~$stoprenting-CA.pptx
The document is a single-page file containing the name Doren Aldana repeated on page 1. No other text, images, or
~$stoprenting-US.pptx
The document is a single-page file that displays the name Doren Aldana repeated on page 1. It appears to function
VIP Program Presentation (Unbranded Version).pptx
This 4-page VIP Partnership Proposal for John Smith outlines services for real estate agents, including an in-house financing department to
~$PPT_template.pptx
The one-page document contains the name Doren Aldana repeated on page 1. No additional text, images, or contextual information are
stoprenting-US.pptx
This seminar slide deck outlines seven practical steps for renters to transition to homeownership, including visualization, checking credit, saving or
11questionstoask-US.pptx
This slide deck titled 11 Critical Questions to Help You Choose The Right Mortgage is a seminar checklist designed to
11questionstoask-CA.pptx
This slide deck, 11 Critical Questions to Help You Choose The Right Mortgage, is a presentation for prospective borrowers that
stoprenting-CA.pptx
This slide deck titled 7 Steps to STOP PAYING RENT and OWN A HOME OF YOUR OWN INSTEAD is a
stoprenting-US.pptx
This seminar slide deck outlines seven practical steps for renters to transition to homeownership, including visualization, checking credit, saving or
debtconsol-US.pptx
This document is a 5-page seminar slide deck that explains how homeowners can eliminate high-interest debt by refinancing and consolidating
debtconsol-CA.pptx
The document is a seminar slide deck (pages 1-5) aimed at homeowners explaining how to eliminate high interest debt by
5 Steps to Take Your Real Estate Business to the Next Level.pptx
This 3-page guide outlines five practical shifts to grow a real estate business, aimed at growth-minded realtors who want to
VIP Program Presentation (Unbranded Version).pptx
VIP Partnership Proposal for John Smith is a five-page brochure describing a realtor-lender partnership that provides prioritized mortgage services—expert pre-approvals,
Screen Capture Software
On page 1, this one-page document lists three recommended screen capture tools: ScreenFlow, Jing, and UseLoom.com, with brief descriptions and
7StepstoStopRent.docx
This six page free report outlines seven practical steps to help renters stop paying rent and become homeowners, covering visualization,
7StepstoStopRent-US.docx
This free report provides seven practical steps for first time homebuyers who want to stop renting and buy a home,
FTHBpostcard1.docx
Page 1 is a direct-mail advertisement from a home ownership financing representative named Jane Smith offering renters help to buy
FTHBpostcard2.docx
Page 1 is a one-page promotional flyer aimed at renters, titled 'Tired of making your landlord rich?', offering a free
FTHBpostcard3.docx
A one-page tenant flyer (page 1) urging Ravenwoods renters to stop paying rent and buy a home, featuring a prominent
FTHBpostcard1-US.docx
Flyer (page 1) targeted at renters encouraging them to buy a home instead of renting, showing an image of cash
FTHBpostcard3.docx
Page 1 is a one-page marketing flyer addressed to Ravenwoods tenants encouraging renters to buy homes, featuring a prominent stop-sign
FTHBpostcard2.docx
This one-page promotional flyer (page 1) advertises a free home buyer guide for renters under the headline "Tired of making
7StepstoStopRent-Cover Letter.docx
This one-page cover letter from a mortgage broker accompanies the special report titled "7 Steps to Stop Paying Rent and
stoprent-script.docx
This two-page call capture script provides voice message templates and instructions for a mortgage information hotline promoting a free special
Instructions – READ THIS FIRST
Page 1 contains instructions stating the files in this folder are part of a complete set of custom-branded marketing assets
SeminarFeedback.doc
Two-page seminar feedback and referral form from John Smith of ABC Home Loans requesting attendee name, contact details, ratings of
DEBTANALYSISWORKSHEET.DOC
This one-page Debt Analysis Worksheet (page 1) is a form for borrowers seeking to lower monthly payments, consolidate debt, get
SeminarFeedback-DebtConsol.doc
The document is a seminar feedback and referral form used by ABC Home Loans to collect attendee contact details, seminar
SeminarFeedback-Questions.doc
This 3-page seminar feedback form from John Smith at ABC Home Loans collects attendee contact details and Likert-scale ratings on
afterclosingthankyoucard.docx
Pages 1 and 2 contain a thank you card template and a promotional tutorial. The front image on page 1
AgreementofUnderstanding.doc
FSBO Agreement of Understanding (page 1) outlines terms for a free marketing assistance service offered to For Sale By Owner
fthbcallingscripts.docx
This two-page FTHB Marketing System document by Doren Aldana provides telephone scripts for first-contact and second-contact calls to prospects who
intialinquirycard.docx
This two-page promotional postcard shows a coffee-themed front image with the text Enjoy a coffee on us… and a back
referralthankyou-notclosed.docx
This two-page document presents a thank-you referral card design and mailing message. Page 1 shows the front artwork reading Thank
referralthankyou-closed.docx
This three-page referral thank-you card package features a blue front panel with the message "Thank You for the Referral," a
Guest Registry.doc
The document is an Open House guest registry sign-in sheet (page 1 image) asking visitors to provide name, day and
Guest Registry.pdf
Document (page 1) is an open house guest registry form requesting visitors to sign in before viewing. It contains repeated
Marketing Checklist.doc
Page 1 contains a one-page FSBO Marketing Checklist listing 11 strategies sellers can use to market a home for sale.
OpenHouseFeedback.doc
This two-page open house feedback form collects visitor contact information and asks attendees to rate the property on condition, value,
New Listing Sign Up Sheet.doc
This two-page For Sale By Owner informational sheet collects seller contact information, property address, sale price, advertising/open house preferences, and
Intro Letter NOT ON ANY WEBSITE.doc
This two page FSBO marketing flyer from a local mortgage advisor describes a free marketing system to help For Sale
18sellertips.doc
This one-page flyer (page 1) presents 18 practical tips for selling a home faster, covering repairs, cleaning, staging, curb appeal,
Intro Letter- on a website.doc
The two-page flyer (pages 1-2) is from a local mortgage advisor offering a free marketing system for homeowners selling For
qualified mortgage person.doc
This two-page letter from a mortgage advisor offers to pre-qualify potential buyers for sellers conducting for-sale-by-owner transactions and promotes services
FSBOnoaddressscript.doc
Page 1 provides voicemail and live-call scripts for following up with For Sale By Owner (FSBO) listings when no address
buyerleadcallbackscript.doc
This two-page document (pages 1-2) is a buyer lead call back script for ABC Mortgage, providing voicemail and live-calling templates.
FSBOfollowupscript.docx
This one-page FSBO follow-up script on page 1 provides both a voicemail and live call script for contacting For Sale
FSBOCard2.doc
This two page marketing postcard targets For Sale By Owner (FSBO) home sellers; the front (page 1) features a STOP
FSBOCard1.doc
Two page postcard and instruction sheet for marketing to homeowners selling their homes by owner (FSBO). The front (page 1)
FSBOCard3.doc
This two-page postcard layout promotes selling a home by owner and introduces a card-sending service. The front (page 1) features
Teaser Email Send To Realtors (Warm Contact Version)
The document is a one-page email template titled "UNFAIR ADVANTAGE" for warm Realtor contacts, providing instructions, a sample subject line
Teaser Email Send To Realtors (Cold Contact Version)
Page 1 contains a cold-contact teaser email template titled "UNFAIR ADVANTAGE" for engaging top-producing Realtors. It instructs users to run
embpvideo-teaseremail.doc
The document on page 1 is a follow-up email to an HR decision maker promoting an Employee Mortgage Benefits Program
introletter.doc
This marketing letter introduces a no-cost, voluntary Employee Mortgage Benefit Program offered by a local mortgage brokerage to help employers
introletter.pdf
This two-page marketing letter introduces a no-cost, voluntary Employee Mortgage Benefit Program from a local mortgage brokerage, explaining that the
testimonials.doc
This two page brochure features employee testimonials for the employee mortgage benefit program (embp) that highlight monthly savings and positive
OvercomingObjections.doc
This two-page document, part of the Done4U Employee Mortgage Benefits Program by Doren Aldana, presents scripted rebuttals for overcoming common
EMBPFollowupScript.doc
This one-page follow-up call script for ABC Mortgage is intended for use 10-14 days after mailing an introductory package. It
OvercomingObjections.pdf
This two-page document provides scripted rebuttals and talking points for overcoming common objections when offering an Employee Mortgage Benefits Program
embpsalestraining.doc
This document is a sales training guide for the Done4U Employee Mortgage Benefits Program presented on the cover (page 1).
IdentifyingDecisionMakerScript.doc
This one-page document is a live call script (page 1) for identifying the key decision maker in small to mid-sized
CommunicationsMenu.doc
Communications Menu for an Employee Mortgage Benefit Program containing a company contact form and a checklist to select promotional and
CommunicationsMenu.pdf
This two-page Communications Menu form for the Employee Mortgage Benefit Program collects company contact details, number of employees and other
CorporateDisclaimer.doc
The document is a corporate disclaimer on page 1 stating that standard mortgage qualification requirements must be met and that
PPT_template.pptx
A 10 slide workplace presentation template offering mortgage and homeownership benefits to employees, covering buying, selling and refinancing options plus
EMBPLeaflet.pdf
This two-page brochure (pages 1-2) promotes an Employee Mortgage Benefit Program offered by Invis, encouraging employees to save time, energy
Introemailtostaff.docx
Two-page employee email template announcing an Employee Mortgage Benefits Program for ABC Company employees and introducing John Smith as the
EMBPPostcard.pdf
This two-page brochure promotes an Employee Mortgage Benefit Program (EMBP) that helps employees save time, energy and money when obtaining
15 Ways to Market Your Listings
This two-page checklist outlines 15 practical ways to market real estate listings, with tactics listed across pages 1-2. It covers
Financing Options – Customizable-US.xls
This one-page financing sheet for 20 Maiden Lane, Peru, NY 12972 (page 1) presents three 30-year mortgage scenarios for a
Financing Options – Customizable.xlsx
Mortgage Financing Options template with input fields for client and realtor details and example property data. Page 2 displays a
SeminarFeedback-Questions.doc
This document is a feedback and lead capture form for a mortgage seminar run by John Smith of ABC Home
DEBTANALYSISWORKSHEET.DOC
Page 1 contains a one-page debt analysis worksheet titled I'm Ready to Escape the Debt Rat Race that collects borrower
SeminarFeedback.doc
This three-page document is a seminar feedback and lead-capture form used by John Smith of ABC Home Loans, soliciting attendee
SeminarFeedback-DebtConsol.doc
This three page document is a seminar feedback and referral form from John Smith at ABC Home Loans dated 2012
Dead Lead Resurrection Campaign – For Synergy
Pages 1-3 present a Dead Lead Resurrection campaign playbook for real estate teams that lists campaign stages, recommended timing, and
How to Ask for Referrals Script
This one page document provides a brief script for asking clients for referrals, including suggested wording to praise the client,
Annual Mortgage Review Campaign – for Synergy CRM.docx
This 3-page document (pages 1-3) outlines an Annual Mortgage Review campaign with a step-by-step outreach sequence for contacting past clients
AMR Instructions
This one-page checklist outlines steps to launch an Annual Mortgage Review (AMR) campaign in Synergy CRM, referencing a Google Drive
AMR1on1Script.docx
This document is an annual mortgage review 1-on-1 consultation script and checklist for conducting phone or in-person mortgage reviews, with
AMRSchedulingScript.docx
This one-page Annual Mortgage Review Script (page 1) provides a live-call script for schedulers or assistants to follow up one
AnnualReviewCard.docx
The document is a marketing piece from ABC Mortgage offering a complimentary Annual Mortgage Review consultation, outlining questions the review
Fusion Newsletter
The document (page 1) is a one-page description of the Fusion Newsletter, a special edition of the Done4U Monthly Newsletter
Expired Testimonial Sample.docx
A one-page testimonial (page 1) from Peter and Tammy Jones describes their frustration after listing with three other agents and
Lumpy Mail Vendors for Expired Listing Campaign
This one-page promotional notice (page 1) recommends 3DMAILRESULTS.COM as a vendor for lumpy mail campaigns. It asks where to source
Expired Calling Script.pdf
A one-page expired-listing phone script by Aaron Wittenstein on page 1 that provides a scripted agent-seller dialogue with five typical
Instructions for Expired Listing Campaign
This one-page document (page 1) provides step-by-step instructions for an expired listing campaign targeting recently expired MLS listings. It outlines
Email Promo Sample
Sample email template for promoting Realtors' listings to a contact database, featuring monthly "Best Value" property highlights and SMS text
Pre-Listing Presentation Endorsement Letter
This 2-page Pre-Listing Presentation Endorsement Letter template (pages 1-2) is written for mortgage professionals to provide a third-party endorsement of
How Much Is Your Home Worth Email.docx
An email/social post from a real estate agent promoting a hot sellers market and offering a free, no-obligation home valuation.
Win the Bidding War Pre-Approval Strategy.docx
Page 1 (including a logo image) lists tactics to strengthen a buyer's offer in a seller's market, emphasizing presenting the
How to Win The Bidding War Email.docx
This one-page marketing email/social post (page 1) promotes homebuying during a seller's market by emphasizing historically low interest rates, a
27PointMarketingChecklist.docx
This two-page "Quick Sale" 27-Point Marketing Checklist provides a step-by-step marketing plan for real estate listings, listing 27 specific actions
READ THIS FIRST – INSTRUCTIONS
Page 1 is a one page instruction for realtors on using a free home evaluation flyer and includes a Mortgage
Home Evaluation Flyer.docx
This two-page flyer targets Brocklehurst homeowners in Kamloops, offering a free home valuation and urging recipients to call or text
Unfair Advantage System Overview – Read This First!
This one-page promotional flyer (page 1) advertises a webinar titled The Unfair Advantage System: How to Get Realtors Totally Addicted
HOW TO GET REALTORS TO REFER YOU PROPERLY
This two-page guide (pages 1-2) shows mortgage professionals how to get realtors to refer clients properly by having agents introduce
embpchecklist.docx
Page 1 contains an Action Plan Checklist for the Done4U Employee Mortgage Benefits Program, outlining branded marketing materials, a Discovery
embpchecklist.pdf
This one-page ACTION Plan Checklist (page 1) from Done4U Employee Mortgage Benefits Program provides a step-by-step marketing and sales task
headlines2.pdf
This one-page document (page 1) is a compilation of sample news headlines and story ideas primarily related to mortgages, seasonal
headlines3.pdf
This one-page publicity calendar (page 1) lists sample headlines tied to holidays and seasonal events from January through May, with
headlines4.pdf
Page 1 presents a month-by-month list of proposed article headlines and themes from June through December tied to holidays and
ProductivityTest.pdf
A two-page productivity self-assessment titled The Ultimate Productivity Test from Power of Choice Coaching Inc. Page 1 provides instructions and
topproducertenets.pptx
The document (page 1) lists ten concise motivational tenets for top producers, each framed as a principle for achieving success.
Goal Tracking Sheet – For Realtors (Download to Customize).xlsx
This document is a Goal Tracking Sheet template for agencies that records baseline performance stats (Lead-to-Agency-Agreement ratios: Warm 50%, Cold
Realtor Prospecting Activity Tracker (Download to Use)
This document is a KPI tracking workbook for a real estate agent covering prospecting and sales metrics, including cumulative year
BONUS GIFT: Mind of a Champion Free Access!
This one-page document offers a free bonus course titled Mind of a Champion: How Top-Producing Mortgage Pros Manifest Their Dreams,
Instructions for Dream Card
This one-page instruction on page 1 explains how to create and use a Dream Card by writing dreams in present
Pre-Approval Success Strategy
Coach Pete's Pre-Approval Success Strategy (page 1) is a one-page guide for buyer's agents that lists pre-offer questions and a
Dead Lead Resurrection Campaign – For Synergy
Pages 1-3 outline a Dead Lead Resurrection campaign for reengaging past real estate prospects. It provides a recommended DRIP schedule
Virtual Assistant Job Posting Instructions
Practical step-by-step guide for hiring a top-notch virtual assistant on Upwork, covering account setup, posting a dedicated long-term job, a
Reference Email Template for Admin Role
Page 1 contains an email template for requesting a reference for a candidate under consideration for an Admin Assistant role.
Open House Lead Follow-Up in Synergy – Instructions
This two-page guide explains how to set up and launch an Open House lead follow-up campaign in Synergy CRM, detailing
Email Template for Enrolling Realtors in Open House Campaign
The single-page document (page 1) is an email template to enroll a vetted VIP partner or realtor in an open
Financing Options – CANADA (Download to Customize).xls
Mortgage Financing Options worksheet template with an example asking price of $500,000 and input fields for contact and property details.
Financing Options – USA (Download to Customize).xlsx
A mortgage financing options worksheet for a property with an asking price of $500,000 that collects contact and property inputs
Open House QR Code System
This one-page flyer (page 1) from Doren Aldana's Mortgage Marketing Coach introduces a new open house QR code system and
Open House Lead Follow-Up Calling Script
This one-page document is an Open House Lead Follow-Up Calling Script (page 1) that provides a live call template and
READ THIS FIRST
Page 1 presents the Done4U Mortgage Benefits Program, a turnkey marketing system designed to turn companies into a steady source
HOW TO GET FREE PUBLICITY
This document is a practical how-to guide for gaining free publicity, explaining why editorial coverage is more credible than advertising
Consumer Guides
This one-page document instructs users how to access a catalog of consumer guides to use as lead bait for attracting
topproducertenets.pdf
This slide deck titled 10 Tenets of Top-Producers presents ten concise principles for professional success and high performance. The title
Powerful Mindset Conditioning Affirmations
Pages 1-2 present a short guide titled Powerful Mindset Conditioning Affirmations that explains how self-image sets a set point for
Recommended Personal Development/Sales Trainers
Page 1 lists Doren Aldana's recommended personal development and sales/marketing trainers, organized into two categories. The personal development list includes
Doren Aldana’s Recommended Reading List
This one-page document is Doren Aldana's recommended reading list (page 1), organizing titles into categories: Mindset/Personal Development, Sales/Marketing, Business/Finance, Philosophy/Spiritual
Voicemail Script
Page 1 contains templates for a voicemail greeting and an auto-response email used by a mortgage planner. The messages state
Voice Mail Script:
This one-page document provides a voicemail script and an auto-response email template for a mortgage planner, outlining voicemail and email
INSTRUCTIONS – How to Set Up the Realtor Attraction Campaign in Synergy CRM (Text/Email Only)
This document is a step-by-step guide for setting up the Realtor Attraction Campaign (RAC) in Synergy CRM (text/email only), covering
SAMPLE FILE: Booking Beast – Activity Tracker
This document is a Key Performance Indicators (KPI's) report for outbound prospecting from January to June 2023, summarizing cumulative year-to-date
Booking Beast – Activity Tracker (Download to Use)
This PDF is a monthly KPI tracking template for prospecting activities, containing a year-to-date summary, monthly conversion rate tables and
READ THIS FIRST – Instructions for Realtor Resources
This one-page instruction sheet welcomes users to the Realtor Resources folder in Google Drive and directs VIP partners to a
RealtorResourceVendorList.pdf
This document is a curated REALTOR resource list providing tools, services, and links for database marketing, lead generation, lead conversion,
Presenter Tips for Public Speaking Events
This two-page presenter guide provides practical tips for public speaking events, covering introduction pointers, a sample intro script, and techniques
READ THIS FIRST – Instructions for VIP Partnership Program PowerPoint
This two-page instruction sheet explains how to use and customize the VIP Partnership Program PowerPoint, including steps to request a
VIP PARTNERSHIP AGREEMENT
This VIP Partnership Agreement between a Real Estate Professional and a Mortgage Professional establishes a voluntary framework of professional commitments,
Weekly Text Scripts to Send to Realtors
This one-page document contains short sample text message scripts for Realtors to use when contacting agents and clients on Thursdays
Realtor Calling Script – Cold Contact (After Text)
This 6-page document is a Realtor calling script and cold-contact objection-handling guide created to book Zoom meetings with real estate
Realtor Calling Script – Warm Contact
This document is a Realtor follow-up script for warm contacts that provides a phone script to re-engage Realtors and schedule
Realtor Referral Template
A short guide for mortgage professionals on training real estate agents to provide proper referrals, emphasizing taking control of the
Needs Assessment – Builder Version
This document is a Realtor Needs Assessment (Builder Version) questionnaire used in discovery meetings to evaluate a builder clients business
Realtor Needs Assessment
This 4-page Realtor Needs Assessment is a structured questionnaire for real estate professionals to diagnose business challenges, lead generation, client
CANADA: HOW TO BUILD YOUR REALTOR LIST
This one-page Canadian guide shows how to build a top realtor list using a downloadable Excel template, local targeting, and
Sample Realtor List (Download to Use)
The PDF is a 22-page document consisting of a repeated contact and performance-metrics table. Each page displays a header row
USA: HOW TO BUILD YOUR REALTOR LIST USING MMI (AMERICANS)
This document is a step-by-step guide for mortgage professionals on building a Top Realtor list in the USA using the
How to Identify Your Ideal Realtor Partner
This worksheet guides mortgage professionals to identify their ideal Realtor partners by separating problematic behaviors (Chickens) from desired traits (Eagles)
50-STACK WORKSHEET
50-Stack Worksheet is a guided workbook for loan officers to build confidence and demonstrate value to elite Realtors by listing
COMMITMENT CONTRACT
This three-page commitment contract is a 60-day foundation workbook for mastery designed to guide mortgage professionals through defining their motivation,
VIP Partnership Mission Statement
This one-page VIP Partnership Mission Statement (page 1) outlines a coaching offer for ambitious Realtors, promising to help them close
Accountability Partner Playbook
This playbook explains how to find, connect with, and support an accountability partner to increase the likelihood of completing the
READ THIS FIRST – INSTRUCTIONS
This one-page document (page 1) titled What's Next Meeting – How to Use the Tools lists three video tutorials for
WHAT’S NEXT COACHING FORM
This one page WHATS NEXT MEETING coaching form is designed for realtors to capture weekly celebrations, accountability items, and action
QUARTERLY GOAL TRACKER
This one-page Quarterly Goal Tracker (page 1) is a worksheet for real estate professionals to record average baseline performance metrics
QUARTERLY REVIEW FORM
This one-page Quarterly Review Form (page 1) from Mortgage Marketing Coach is a template for realtors to record goals and
WHAT’S NEXT MEETING – REFERENCE SHEET
What's Next Meeting Reference Sheet provides a step-by-step guide for preparing and running follow-up meetings with realtor VIP partners, including
Realtor Prospecting Activity Tracker (Download to Use)
Template for tracking key performance indicators for real estate prospecting. Page 1 includes a cumulative KPI summary and conversion tables,
MMC Support Team Rolodex.pdf
On page 1, the MMC Support Team Rolodex from Mortgage Marketing Coach lists team members, their positions and contact information.
