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Step 7 - Appointment Success

Appointment Timeline Flyer (1).jpg

Mortgage Protection Tele-Sale Appointment

LIVE Mortgage Protection - Equity Protection Appointment

  • Matt Gibbons presents Equity Protection options during a full mortgage protection virtual appointment!

LIVE Mortgage Protection Appointment

  • Matt Gibbons goes through a full mortgage protection virtual appointment

Mortgage Protection Virtual Appointment

Watch this video to prepare for virtual presentations 

  • Matt Gibbons goes over Virtual Mortgage Protection Presentation

Building Emotional Value - ​Watch this video to learn how to build emotional value during your client meetings

WHAT'S NEXT

Verify your carrier contracting numbers

  • Send an updated picture of your carrier contracting checklist to your manager

Verify ALL carrier accounts have been set up

  • Each carrier will have a different online agent portal for you to create an account once you receive your writing number. Make sure you have set up your account with each so you can access their e-applications

© 2024 by The Theodore Group

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