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