Enhance Your Business with (insert.org.name)

Your database is a goldmine of opportunity in the shifting market! Our tools will help you utilize past relationships and deals to grow your business. Dive into LO/Agent Wallet Share to identify business sources, track agents with My BS & LS Agents, and stay updated with Property Monitor. Explore how working with (insert.org.name) adds value to your tech stack package.

• Business growth
• Relationship management
• Real estate analytics
• Data insights
• Agent tracking

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Uploaded on Mar 02, 2025 | 0 Views

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Presentation Transcript

1. Join our Join our team! team! How working with (insert org name) will enhance your business

2. Why (Insert company name) Your database is a goldmine of opportunity and as the market shifts, we want to provide the tools which will allow you to utilize your past relationships and deals to further grow your business. We understand it is not always money that motivates a move but rather the commitment we make to assist with this growth. We are committed to providing the data to drive new business opportunities in this competitive market. We here at (insert company name) want you to know we are behind you and with the assistance of MMI we offer an extra value add to our tech stack package.

3. LO/Agent Wallet Share How to identify how much business you are getting from each real estate partner LO/Agent wallet share will point out which agents you work with and how much business you are actually closing as a team. You will know in detail how much of the agent's business you are receiving. Do you have the lion's share? You will see relationship trends and detailed loan specifics. And can deep dive into the agent's Fast Facts Profile.

4. My BS & LS Agents My BS & LS Agents My Buy-side & List-Side agent tracking gives you a full comprehensive look at the agents you have done business with over the last 12 months. You will have information on all agents such as contact information and transaction data. The list is an immediate alert full of opportunity, and you may export this list and or push the agent information into your current CRM for further communication. All you need is your NMLS ID and you are set!

5. Property Monitor Property Monitor Property Monitor provides access to all your recent matches, past address matches, and any new listings your agents may be actively working. Receive email alerts with details on the listing including both borrower and agent information. Data provided will show any updates within a 5-year timeline. Never miss an opportunity and even if that opportunity is acquiring a new address to monitor.