Activity Tracker (for Loan Officers)

• Social
• • Post to social (IG & FB) – do one per day

• • Attend Closings (take a gift)

• • Call all new leads by EOB

• • Send video email to new clients (via BombBomb or Vidyard)

• • Handwritten cards (5)

• • All Theme Day Calls (see below)

• • Get 5 hours of green time.

• • 90% Calendar Accuracy

Mondays:

• • Call Top 40 Realtors (Whales you’re courting)

• • Review DTR list

• • Email “Product of the Week”

Tuesdays:

• • Tuesday Updates – update all parties (both Realtors, title, and clients) about the loans in process

• • Text “Product of the Week”

Wednesday:

• • Call PQed Leads

• • “Open Mic” calls

Thursdays:

• • Call Top 40 Realtors (existing relationships) – call those active with clients

• • Weekly Video of Market Update

• • Coaching, Mentor, and 1-on-1 Call

• • Auto VM Drop to Clients House Hunting (ask if they need updated PQ letter)

Fridays:

• • Call VIPs (15 per week = 60 per month)

• • Call 20 LO Recruits

• • Send 60 personal Text Videos to Realtors

• • Auto VM Drop to Realtors about Weekend Warrior Coverage

• • Record videos in bulk

• • Record Podcast

• • Review Retargeting / Adwords

• • Experiment with ChatGPT

• • Turn in GTX

Weekly

• • Events – attend at least one event per week (Realtor MLS events, Chamber of Commerce, etc.)       

• • Blog twice a week (if you have a full-time SEO person)

• • Listen to two podcasts (ex: “All In”, Ed Mylett, etc.)

Monthly

• • Post-Closing Calls (thank them for biz, remind them of first payment)

• • Pop Bys

• • As needed: Holiday Stuff (social posts, giveaways, contest, charity, etc.)

• • Cheesy Gifts

• • Client Newsletter Video (Email)

• • Monthly Mailings (holidays, generic, etc.)

• • Events
    • Happy Hour
    • Lunch & Learns
    • • Homebuyer Education Courses

• • Meetings
    • Culture Club (i.e. Wheel of Life)
    • Book Club
    • • Stock Talk

• • Metrics
    • DTR / Account Pyramid
    • • Social Media Metrics
        • Followers (FB, IG, YouTube)
        • # of Views: which got the most
        • • Total # of posts made (cumulative across all platforms) – 2 per week on 3 platforms means 24 post per month

• • Marketing
    • • DTR gifting (alternate between cheesy, paper, and big)
    • • Holiday posts / giveaway contests
    • • Builder event
    • • Realtor event

Quarterly

• • Realtor Events

• • Charity Event

• • Client Newsletter: Snail Mail
    • Letter from the Heart
    • Evidence of Awesomeness
    • • Charity Event Recap

• • Traction EOS Day

• • New Agent Bootcamp (6-week training)

• • Marketing
    • • Team newsletter email
    • • Team postcard email
    • • Volunteer event
    • • Team in-person event (EOS or holiday party)

Bi-Annually

• • Client Appreciation Event

Annually

• • Birthday Campaign

• • Annual Mortgage Review – both call and automate

• • Marketing
    • • Client appreciation event

Other Marketing