Ella Garfunkal

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Ella Garfunkal by Mind Map: Ella Garfunkal

1. Family

1.1. 2 kids, 11,10

1.2. Husband Michael

2. Assistant

2.1. Raisa

2.1.1. Marketing

2.1.2. Client Stuff

2.1.3. Part time $1,000 month

2.2. Scott LOA

2.2.1. Order ups

2.2.2. Send documents out to client / Send to Ella

2.2.3. Works for other LO's

2.2.4. Sometimes follows up on conditions

2.3. Processor company provides

3. Ella

3.1. Answer the phone application comes to cell phone

3.1.1. 60 days / Raisa

3.2. Take Application

3.2.1. 60 days / Raisa

3.3. Request all the supporting docs from the borrower

3.3.1. Raisa

3.3.1.1. 30 days

3.4. Prints the documents

3.4.1. Raisa

3.4.1.1. 30 days

3.5. Following up on conditions when Scott isn't and most of the time 60-70%

3.5.1. Raisa

3.5.1.1. 30 days

3.6. CEO

4. Currently

4.1. 3-5

4.2. Goal

4.2.1. 7-10

4.3. Average 170-200k

4.3.1. 1.25bps = 2125

4.4. Agents that have sent you a deal in the last 90 days 3-5

4.5. Database past clients 200

4.5.1. Facebook

4.5.2. LinkedIn

4.5.3. Email

4.5.4. Text

4.5.5. Call

4.5.6. Hand written post cards on friday of who you met with that week

4.6. Referral partners

4.6.1. Facebook

4.6.2. LinkedIn

4.6.3. Email

4.6.4. Text

4.6.5. Call

5. 12 months from Now

5.1. 7-12 loans a month

5.2. Travel 3-4 times a year (Vacation) with and with out kids

5.3. Work Less

5.4. Have more fun

5.5. 20 Agents referral partners sending me a deal every other month

5.6. Financial Planners a deal a month

6. Homework

6.1. I Will State video

6.1.1. do the I will statement

6.2. "WHY" video

6.3. What you need to maintain your monthly life style

6.4. Fancy money

6.5. RIA presentation power point

6.6. RIA with Glen Marino video 2-19

6.7. Send Success Daily Plan

7. Fears

7.1. Cold calling

7.2. Fear of rejection

7.3. Fear of failure

8. Strategies

8.1. Title company strategy

8.1.1. 5 month boot Camp

8.2. Tip of the week video

8.2.1. End of June!

8.3. Teaching consumer classes with financial planner

8.4. Webinar with Darcy want to put WAGG on autopilot

8.5. Epropertysites

8.5.1. FSBO's

8.5.2. Expireds