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RiseMLO Sales Training
Courses by Dan Keller
Book Dan Keller
Module One: The Perfect Mortgage Planning Meeting
Included In This Module:
The proper way to get a client or realtor to introduce you (joint text message)
How to respond to that text
The initial “same day” call from text intro
The initial email to send to client
The initial report to send to client (mortgage coach)
Our “wow” pre-approval process checklist
The perfect mortgage planning meeting leveraging financial literacy
How we follow-up until mutual
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