Using the Borrow Smart Program

Hey Team…

Doug asked me this morning about how I am using the Borrow Smart program in my business and what tools I am using. Here it is:

In the Fast Program, we are charged to query our past clients and database for their Advisory team. I am reaching out by phone and email to find out who the Advisory team is. I send out both the sheet Todd gave us along with an online version: RSRLinks.com/AdvisoryTeam

I am creating a custom client dashboard for every client right now as we discuss the current market conditions and what their unique goals are. Here is the dashboard I am using:

https://www.rsrloans.com/presentation/FMSqQSBh

You can see, I have put a space for the entire Advisory Team. I reference this team as the client’s “Household Board of Directors”.

The tools I use:

LenderMarketing - $99/month
Mortgage Coach - grandfathered pricing
MBS Highway - Branch Provided
Typeform - $19/month
Altos Research - $79/month
OBMMI - Free, my assistant creates the graphic each day
CRM - Monday.com
Marketing CRM - Bonzo