Client Connect

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Some alerts will indicate in the alert intel that the client is more likely to be a home buyer or seller.  This is a result from a series of direct actions the client has taken online, giving us insight to their future behavior. If they already own a home then they may be looking to sell and then buy. In many cases an inquiry alert is an early indicator of a home buyer.  If the consumer has an inquiry alert and already has a mortgage present then they are either buying or refinancing.  

Make sure to get to your alerts fast. You want to be in conversations with your clients before they have found another agent.  You just need to reach out and be there for them at the right time.  You will be surprised how many people in your client database are thinking about listing their home this spring!

An inquiry alert is a mortgage credit pull that has been triggered for one of your past clients that we are monitoring.  This is a mortgage inquiry only and we will not be notified of any other credit pull type, i.e. auto loan application, credit card, installment, etc.

This is a non-credit alert that tells us if the client on file is searching for home buying or mortgage-related information online. 

In our data, we have seen 50% of the time a home buyer alert will trigger before a mortgage inquiry alert has triggered. This means in many cases you can get notified that a consumer has started the research phase process of selling their home and may not have signed with an agent yet. This is a great opportunity for you to reach out and engage. 

This is a non-credit alert that tells us if the client on file is searching home selling or mortgage-related information online.

1. You've received an alert from us, now what? Do a few minutes of research. Look them up in your files and see when and what your last correspondence with them was all about. 
2. Pick up the phone and call them! You don't need a super fancy script, you're just trying to reconnect. Start with something like, "Hi Susan, its been forever since we've talked! How have you been?" Then let them talk...keep them talking. Don't divulge what you know.  Just talk, and get back to having a relationship with them. Then, once you have reconnected, let them know you are doing some prospecting and ask if they or anyone they know could use your help with buying or selling real estate. Also, don't forget to take a current temperature on their future real estate goals. 
3. Send off an email.  Whether you reached them or just left them a voicemail, send them a quick email. Remind them of the conversation you had, or the voicemail you left, and keep it simple. Reaching out in multiple communication channels will make the importance of the conversation stick in their heads.
4. Follow up.  People are busy, don't expect them to drop everything to get back with you the first time you reach out. Follow up two or three times at least. You would be surprised how little follow-up your competition is doing in the market today!