The Connect Road Map | Mortgage 4.1

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CORE Level 1 Playbook
CORE Level 1 Playbook

CORE Forms

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On this video program, Originators will learn how to generate leads, build a team, and track as well as save money at their own self guided pace. By following each play in the playbook,

you WILL double your income!

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Download Level 1 Playbook Now
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**Contains all plays below not including Excel sheets. This is suggested for print use.

Plays in the Playbook

Click on any of the title links below to play the video.

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`Play 101L – Time Management`⁠
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“Time is money!” How many times have you heard that saying? In this play. Senior lender coach, JJ Mazzo, shares how you can run your day instead of letting your day run you.

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`Play 102L – Greatness Tracker`⁠
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This play covers the Greatness Tracker. Senior lender coach, JJ Mazzo, shares what that form is and how to use it to make your business explode.

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GT Instructions

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Blank Greatness Tracker

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Sample Greatness Tracker

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Notes

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`Play 103L – Lead Tracker`⁠
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This play covers the Greatness Tracker. Senior lender coach, JJ Mazzo, shares what that form is and how to effectively use it in your business.

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Lead Tracker Instructions

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Sample Lead Tracker

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Blank Lead Tracker

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Notes

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`Play 104L – Pay Log`⁠
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Senior lender coach, JJ Mazzo, covers how to fill out a Pay Log form is and how to effectively use it in your business.

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`Play 105L – Lists for Lenders`⁠
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Senior lender coach, Josh Sigman, tackles which lists you should be focusing on, who to call and when.

Theme Days

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Top 40 Agents

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Tuesday Update Report

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`Play 106L – Six Steps to Financial Freedom`⁠
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Ever wonder what the secret to building wealth is? Head coach and founder, Rick Ruby, shares exactlItemization of Estimated Feesy what you need to do to build wealth, save for retirement and create financial freedom.

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Six Steps

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Personal Budget Sample

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Managing Your Money

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Blank Personal Budget

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Wealth Accumulator

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Notes

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`Play 107L – When and How to Start a Team`⁠
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Senior lender coach, JJ Mazzo, master of team building, shows you when and how to begin building your team

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`Play 108L – Pipeline Meeting`⁠
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Jeremy Forcier shows you extensive details of how to properly conduct a pipeline meeting and what should be discussed.

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Weekly Meeting Metric

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Daily Team Meeting

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Notes

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`Play 109L – Wowing Your Clients`⁠
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When was the last time you had an experience where someone made you say, “WOW”? Those experiences are often few, and far in between. In this play, with… will show you how to create an amazing client experience, every time

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