2️⃣ LM Pipeline

LM PIPELINE

  1. Needs to be Called
    1. Previous quick-underwrite
    2. Make the call
  2. Waiting for Info
    1. Need Photos
    2. Need Mortgage Docs
  3. Agent Follow Up
    1. Schedule a time and date (Calendar Event)
      1. 24 hours basic F/U
      2. Call/text
      3. Schedule out as needed
  4. Agent No Answer
    1. Leave Voicemail and Text
      1. Hey, Name. When is a good time to get on the phone about Street Name.
        (Use Snippets)
  5. No Deal