- ASK – “Can we take a few minutes today to pull up your Lending Opportunity Report? It will show us if you have clients with existing Wells Fargo mortgages who may benefit from a mortgage check-up.”
- ASK – “Do you use EMX? Mortgage marketing materials are now available to send to your clients via email on EMX. I can walk you through the steps to send one out today.”
- ASK – “Have you mailed your clients anything lately? I can show you how to send a postcard that will ensure your clients know about your lending resources.”
- ASK – “Can we pair up and spend an afternoon doing mortgage check-ups with clients in your book of business?”
- ASK – “Do you have any Realtors in your book of business that we can go after together for mortgage opportunity?”
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