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The Connect Road Map | Mortgage 4.1
Pre-Flight Check list
Initial Social Media Makeover
Radiant Chat - Onboarding
Website
Connect Implementation
CORE Level 1 Playbook
Next Appointment
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Pre-Flight Check list
Download the LO Business Plan
Step 1:
Download the Loan Officer Business Plan
Step 2:
Watch the video
Step 3:
Schedule your free 1 hour 1 on 1
call where we will review your LO business plan and tweak it with you to help ensure you get the results you are looking for.
Here are some questions we’ll discuss in our first meeting:
Have you created a
Gmail Account
with your company email
?
If you want to start a new one, we will help you set it up an see if it’s available.
Branch Managers ONLY
| Do you have a
Google My Business
Page?
(Don’t do if working out of corporate)
Google My Business Setup -
How To Guide
for Google My Business
Do you have a
Facebook Business
Page?
Facebook Business Page Setup -
How To Guide
for Facebook
Do you have an
Instagram Business
Page?
Instagram Business Page Setup -
How To Guide
for Instagram
Do you have a website or specific
Domain Name
you wanted to use?
We can help you with what you already have, or help create one for you. If you haven’t already registered a domain name, you can check on availability and purchase it:
Go Daddy - Domain Research
Do you have a
Calendly
set up?
Here is a link to sign up. We recommend the FREE plan and here’s
how your set up your account
:
Is
Zoom
set up on your computer and phone?
City 1st has a special deal with ZOOM, so sign up should be easy. Here is a link:
ZOOM
Do you have a
Database of Past Clients
that you’d like to “connect” with?
Do you have a
Database of Partners
that you’d like to “Re-connect” with?
Here is a check list of things to have ready prior to On-Boarding:
Log In Information for the following:
Google My Business Page
Facebook Business Page
Instagram Business Page
CSV Files for database integration
Head Shot
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
Ctrl
P
) instead.