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Mortgage Lending Mastery

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Mar 9, 2017

Writing notes is crucial to your business. In this episode, I share some tips about writing notes to just about everyone. It’s really not that hard!

 

Key Takeaways:

[:31] Jennifer has been getting a lot of questions about writing notes. It's extremely important to your business to write notes!

[3:45] It's great to send emails immediately after a meeting, but if you send a note, and it arrives a few days after the meeting, you bring yourself to the top of mind, just as they're beginning to forget about you. And, it makes people smile!

[5:35] When you have note writing as part of your system and process, other people can write your notes for you, based on the way you write notes.

[7:35] Jennifer gives us three things to help up write good notes. 1) Use blue ink, not black. 2) The first sentence should be about the meeting you had with them. 3) The second sentence should be complimentary. 3) The last sentence should be an action sentence.

[11:05] Try to set up the second meeting at the first meeting! You need to have more meetings if you're really excited about working with someone.

[12:52] Your referral partners need to like you, trust you and know you — you need to work on building that trust once you meet someone you like.

[15:42] Writing notes can make an unbelievable, significant impact on your business. Jennifer shares a personal anecdote.

[17:46] Who does Jennifer write thank you notes to? Just about everybody!

[20:07] Don't make writing notes difficult. You're not writing an essay; you're not writing a love letter!

 

Mentioned in This Episode:

Kinetic Spark Consulting

Mortgage Lending Mastery on iTunes

Jennifer Du Plessis on YouTube

Jennifer Du Plessis on Zillow

Mortgage Lending Mastery #059 — The 7 Levels of
Communication

Mortgage Lending Mastery #070 — Grow Your Practice Through Referrals!

 

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