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Below you will see how to see your own ads & landing pages plus how to handle Facebook/IG messages & comments.
Common Resources
This section provides the main links you'll need frequently.
Please continue down this page to complete your training.
Links To Mandatory Live Zoom Coaching Calls
It's very difficult to achieve the maximum success and lead conversions possible without attending at least 2-4 of these per month.
This is where we can proactively spot lead handling issues, opportunities for improvement and keep you abreast of changes within the ecosystem. This is also where you will get the best CRM training & lead conversion insights specific to your situation. On these calls we do control your screen & look over what you're doing right and wrong. Of course we're answering questions too!
You will get 1-on-1 attention on these calls. You can get insights from other LOs in the program here too.
You need to attend these calls these even if you don't have questions, or think you're doing fine. We've yet to ever see someone who didn't have room for improvement.
If you don't attend and are struggling, please do NOT say we didn't warn you!
Copy the link from each of these buttons & save the meetings on your personal calendar
Pre-registration is not required. Just click the link and you'll enter the zoom call. The zoom link is the same for all calls.
1p PST / 2p MST / 3p CST / 4p EST
11a PST / Noon MST / 1p CST / 2p EST
10a PST / 11ap MST / 12 Noon CST / 1p EST
Quick Access Buttons
Review the whole page so you know what resources are available to you to ensure you are successful.
// Use [email protected] as your main point of contact going forward. //
WATCH THESE 3 VIDEOS NOW!
This is especially important if you're working home buyer or real estate investor leads!
This will help prepare you for proper expectations on when you'll close some deals.
This 3rd video here is an interview with a broker who has been able to close $30M in deals off our system over the course of a year and he's got the 'right mindset' about this indeed.
In the first half of the video he discusses tips for LO's doing conventional purchase.
In the 2nd half (about the 16min mark) he talks about DSCR/Non-QM conversions tips.
3 CRITICAL VIDEOS ON CRM USAGE!
These are the same ones on the onboarding page about using/understanding stages & pipelines and how to properly handle neutral response. If you didn't watch those or already forgot, please remind yourself now! Making these 1-sec actions habits will help you convert a lot better!
2 Minutes
6 Minutes
3 Minutes
REMINDER!!!
- You will see a monthly charge on your bank statement from us for the use of the Agentgogo CRM as a standalone third party product.
- You were previously already informed about this prior to joining, in the service agreement and when you got the CRM.
- Most likely it will be a $69 charge but there are different subscription levels. You might also have more than 1 user & that amount may be different due to these factors.
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​Using the CRM heavily (like with other leads from other sources) may cause you to use up text & call credits and increase this bill. Here's a video on understanding when or why this might occur: CRM Credits Video
Non-qm brokers:
Want to make sure you have as many product options as possible? We definitely recommend doing so to ensure you can handle as many scenarios as possible which will allow you to close more deals off our system.
CLICK HERE for a link to our growing library of Non-QM product sheets from various wholesale lenders.
Shortcuts
Don't miss out on these FREE but powerful tactics!
We'll show you some great ways to leverage our technology and marketing knowledge in this section (above).
Continue With Your Training!
Alright... you've gotten the lay of the land for your main resource page.
Please continue with the training by clicking the link below!
The next section is covers some things about expectations, preparation, mindset and the like. The section after that will give you the 4 key skills you need to develop with the CRM.
If you're new with us, don't worry about the rest of this page right now.
This is all new stuff updated & added on 12/12/22. So if you're an active client already we do highly recommend reviewing this stuff. We created this to make you more successful!
Did you know we can call all of your leads & schedule appointments for you?
Yep... We can even call aged leads or leads from other sources too!
Think you might need appointment setters or live transfers? Our clients get a discount on our Agentgogo.com services! If you have any questions regarding this service, book a call by clicking the button below.
As of 1 September 2021, active paying clients do not have to pay a setup fee, Inactive or paused clients only pay 50% of the setup fee!
Our Holiday Schedule
We are completely closed on and around New Years, 4th of July, Thanksgiving, Christmas, Labor Day and Memorial Day. We may have limited hours for other national holidays.
Realtor Referral Strategies
There's a lot we can do to help you in this category, but there's so many 'it depends' scenarios for each individual that our coaching calls are the best place for this. We'll continue to add more info here that may not require our coaching calls!
This is a pretty simple strategy where a Realtor can fill out a short form with a referral's contact info and it will automatically put a lead into a campaign in the Agentgogo CRM and start contacting them even without you doing a thing!
If you'd like to build this yourself, it will take about 15-20 minutes (including video watch time).
The 15/25/60 Rule
This rule stands for the percentage of leads you'll have that qualify for a loan today.
- 10-20% Of Leads Are Well Qualified: "15" is an average of 10 & 20.
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​20-30% Of Leads Are Borderline: Meaning with some minor work & rescoring, they'll qualify soon.
- 50-60% Of Leads Are A Longshot: Meaning these folks will never qualify or have a LOT of work to do.
The reason we've highlighted this is to prepare for how the averages play out and the proper mindset you need to be successful.
Leads aren't referrals.
A lot of lenders come from a referral-only background, where the percentages are usually the exact opposite of this and coming from that to 'the world of online leads' can be a punch to your mindset and ultimately kill your momentum if you don't keep these real-world statistics in mind.
You can't expect 'referral quality leads' from the general public and it's the general public who's responding to these ads.
Of course our strategy is also a referral strategy. More about that in a moment...
Interestingly enough we have some data on this you should really pay attention to:
One of our long-term clients (2+ years) has been buying 8000 trigger leads every month since the early 2000's.
She's stated very clearly that 70% of her trigger leads are not qualifiable today. (Her strategy is to help them 'get fixed up' and have a pipeline full of buyers 6-12 months from now. Obviously it's working. She's built a big team and a successful branch off this and has been doing it for over 15 years.) But the main thing is, her numbers are basically the same as what we see.
If you have any doubts about this FACT, please do some research of your own.
Here are a few direct links to related statistics:
Click for Pewtrust.org article
Click for mainstream media article
You can also Google stats like this all day long!
A credit repair specialist we refer LOs to gave us the exact same numbers, stating that 70%+ of the the adult US population does not have the credit (nor money) necessary to qualify for a mortgage.
There's no reason to be surprised by these numbers. This is the reality of life in the US.
Just because your personal past experience may vary doesn't mean what you've experience is the 'whole story'.
The fact is, most LOs have been distanced from people like this due to most business coming from referrals and working internet leads can be an adjustment to the 'true reality' of what the average American who wants to buy a home is like.
All you need to do is realize this, accept it and adjust your perspective to crush it!
- Don't waste time on the longshots: Use our lead filtering automations to help you minimize talking to the deadbeats. The filters can be adjusted at any time as you figure out who's responding and who you'd like to filter out, but don't be hasty and filter too many people out because you'll cut out that 25% (from the 15/25/60 rule) above and that's not a good idea. It's also smart to learn what to ask and listen for to get off dead-end calls quickly. Brushing off the bad leads is part of the process. Just move on to the next and the good ones will be there.
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Ask for referrals from unqualified leads: When you talk with unqualified leads, be nice & helpful and always ask if they know anyone else that might be looking to buy or refi a home. Our clients who implement this practice often get deals from this too. Most buyers know someone else entering or about to enter the market. Oftentimes, it's their friends in a 'buying frenzy' who created the FOMO that made them want to buy a home in the first place!
- Get a credit repair specialist: We all want deals now, but a lot of leads are willing to put in the work to fix their situation. If you can guide them to the right resources (that don't use up your time), you're setting yourself up for a pipeline of 'surprise deals' that can pay off big later on. A good credit repair specialist will be able to provide you with updates on clients and send them back to you when they're ready to re-apply. If you don't have one of these, ask us and we'll get you some contact info!
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​Handle DTI or Low-Income like this: (1) Some of our most successful clients take the time to guide the leads with a plan on what a lead needs to do to qualify. If you don't have a software program that can help identify what they need to pay off, you might consider getting one. You simply need to ask them if they are willing to take your advice and do what's needed "otherwise this conversation isn't worth having" (note that last part is a script you can and should use). (2) The other part of this is finding out if they can use a co-borrower! If you ask, you may be surprised how many people can get one. If you don't ask, the client won't know it's an option and they won't even find out. We find a lot of lenders who ask this simple question get a yes (even if its not immediate) and they can close the loan.
- ​10-20% is all you need to close plenty of deals: There's no reason you can't close at least half of those people if not more (given enough time). But don't get 'commission hungry'. A lot of these well qualified folks still need some time. They may not be ready to apply the day the filled out the form, nor even the day they jump on the phone with you. The beauty of catching these people a bit early on is that you got them before they started loan shopping and can do what's in the next bullet point...
- ​Turn every deal into 2 deals and a flood of agent referrals: You should be using our Agent Stacking Strategy to trade these pre-qualified leads as referrals with real estate agents. Give one to an agent, and ASK for one back... rinse and repeat and you will form lasting referral partnerships with agents who may have never sent you a deal before. Don't forget - 95% of your competitors NEVER give business to agents. It's easy to stand out in the crowd when you do this and become a preferred lender simply by giving back. (We've seen it a million times.) If you can just think about every deal being equal to 2, that alone makes it worth a lot more!
The biggest challenge you have to face is time and competition.
Most of the leads you will get are business minded folks who need your loan to hit their business goals. They're a bit more serious (and less curious) and often know what it takes to qualify, but they may want multiple opinions. This means it will be important to hone your sales skills. You'll need to refine this as much as possible and you can definitely use our help to do so.
You'll also find some people aren't ready yet. They are planning/thinking/preparing for the next deal. That's okay. That does NOT mean they're not serious.
This is where our long-term automations come into play.
A lead that's not ready today may be a few months off. We've this built out all of this for you so it's easy to do long-term follow-up with these leads (without effort) and you will absolutely convert these leads if you follow our best practices... they'll just convert later on.
Just be sure to learn how to use our CRM properly (this actually goes for both conventional and non-qm lenders).
For conventional lenders, we find this is important data to see and keep in mind!
As we've stated a few times on this page, the ads show to the 'general public' and therefore you'll have plenty of 'average Joe's' become leads. There's obviously nothing we can do about your market/geographic area. It is what it is, but by no means does that mean you can't succeed even in the 'worst' markets. We work with plenty of people in every market in the US doing just fine.
Our years of lead data do align with what you see on this heatmap below - meaning lead credit scores trend a bit in the direction as shown on this map:
Visit https://www.census.gov/quickfacts/geo/chart/US/INC110220 for more precise details
By area / region:
By state:
Visit https://worldpopulationreview.com/state-rankings/average-rent-by-state for more precise details.
There are additional charts encompassing all states on that website and their average rent prices which usually correlate to the home values and therefore loan sizes.
You may also want to search "number of rental properties by state" or "rental properties per capita by state" in Google.
Participating In The Process!
There is a definitely a process to what we are doing and helping you achieve. You will most likely NOT do well if you do not fully participate in it! Our coaching calls are the BIGGEST part of that!
Our support is more than just about getting questions handled.
It goes into mindset, perspective and all the tiny things that can either make you a great success or a failure.
We've helped over 2000 MLOs, generated well over 1,500,000 leads and fund over a $2 BILLION in deals.
We know things from this experience that you just cannot. We know the mistakes you'll make before you make them but we can really only catch them and help you with them on these calls.
Please do NOT make the mistake of thinking you have the 'necessary experience' and don't need our help.
In fact, your past experience is probably a hinderance more than it helps and there is likely some retraining to do.
Converting social media leads can be magical but it is very much so a different process than leads from other sources and referrals.
On top of that, CRM mastery is critical but easy when you join our calls!
Join Our Momentum Coaching Calls (On Zoom)
These happen 3-times per week, focused on CRM help, training, support and lead conversion mastery!
Calls run the whole hour, so it doesn't matter if you are late!
Don't Worry - We Keep Cameras OFF!
These calls are NOT for... personal issues, complaints, problems, billing, etc. We ask that you address those questions and issues with us on a personal level by either scheduling a call or through email.
Our client support calls will cover conversion strategies and assistance with better use of the CRM. These will ONLY have clients on them. These will still be helpful even if you happen to be using your own CRM.
Our student support calls are a little different! They start an hour prior to the times we have listed (same links), but we are typically are dealing with technical education on ads you probably won't find that helpful (but you can watch if you want to see how we 'make the sausage'). Then at the times we have listed above we switch call formats to the stuff you need help with so there may be a few minutes of overlap right at the start.
All calls are first-to-come, first-to-serve. We will help everyone individually, BUT you will have many of the same questions as other people do and get a ton of value out of what you see us help others with. In many cases, you may not need your specific question addressed because it will answered by another question-asker. You'll also hear questions and see thing you never thought to ask that will be helpful. That's the power of this format of support.
Important stuff about support & communication with us
- We cannot take random, incoming calls or texts. All personal support calls MUST be scheduled in advance. We work with 100's of clients and just cannot accommodate random inbound calls or texts and keep our service fees way lower than our competition (as we do if you haven't compared our pricing). Please use the support button at the top to schedule these.
- Your billing cycle will ALWAYS be around the 13th or 3-days before the last day of the month. If you pause or something happens where you are delayed in paying (after the first 3 months), we will resume your service on the closest of these 2 cycles when you are ready to start back up.
- [email protected] will always be the fastest way to get responses in return. There is NO need to CC or email anyone else. If you use another email address of ours, responses could be significantly delayed, missed entirely or go to a person who can't actually help you.
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​Please communicate billing issues with us! If something comes up with your ability to pay or you have a lost/stolen credit card issue let us know. We will do our best to work with you in such circumstances. If you're billing fails, your ads will be turned off and your lead will stop.
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​Lead quantity guarantees are only provided when you follow the stipulations in your agreement. It is a good idea to keep that handy and review our client FAQ sheet as well. Click here for FAQs.
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​If you're struggling to succeed that certainly means you're not following our best practices and need to attend more support calls ASAP. There is no reason to struggle. Our process works, but you have to work it (or upgrade with our Agentgogo appointment setter team if you just can't work leads). These calls help with questions, mindset, processes, sales strategies, marketing tips, best use of our CRM and proper expectations. (Most people have a poor concept of proper expectations which really harms their conversion ability. This will make all the difference in your success).
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​We are as honest as they come! These are just words to you now, but as you get to know us you will see this is 100% true. After all, we want to keep your business and get your referrals! If something happens that makes you feel otherwise, we did not do that intentionally. Just communicate with us. We'll fix anything that goes wrong if that ever happens. And hey, we're humans and there's a lot of technology involved that just sometimes breaks, it's the nature of tech! No one provides service like us!
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​We're located in the EST time zone and operate between 10a-8p EST, Monday to Friday which means you are unlikely to get email responses outside that time frame or be able to schedule a call. Once in a while we may be able to accommodate other times in special circumstances or by request.
Credit Repair Info
There's no doubt that having a credit repair specialist in your corner who is actually good at their job and not ripping people off will pay dividends for you down the road and reduce the 'dirty work' for you.
We highly recommend contacting one of these people below if you don't already have a credit repair person specialized in mortgages. Everyone below has come to us highly recommended from other lenders.
We can also setup special automations to simplify the credit repair referral process. Just ask us.
Need A Way To Do Soft Credit Pulls?
Soft credit pulls are a lot faster, easier & much cheaper than a full application. If you don't have the ability to do soft credit pulls currently, you may want to reach out to our highly recommended provider.
Matt Scherer
Account Executive: American Credit Systems - iSoftpull
Direct: 760-249-2753
Email: [email protected]
Join our Facebook Group
Become part of a group where you'll find family.
Important concepts on the process and sucess
How lead filtering works and updating your filters
Double Your ROI With The 'Agent Stacking' Strategy (for purchase leads).
Lead Psychology and The Perspective You Should Adopt To Covert More
LO Talks about Mindset & Expectations To Make Our System Work At Its Best
Script:Turn Cold Leads Warm Quickly and 'Agent Stacking'
Get The Most Results Out Of Your Investment By Scaling With Increased Budget
Converting Leads At The Highest Level
Conversion Tips Straight From MLO With 19 Years Of Lead Work Experience
Why We Create Ads The Way We Do - The Method Behind The Madness
This is A Great Podcast With Awesome Sales Scripts For MLO's (Check Spotify or Apple)
Visual of how lead-flow & the process works
Understanding Round Robin
Round robin can 'fool you' and make you think leads aren't going to all team members. This is rarely the case.
NOTE: What is actually happening is that there are typically at least 2 round-robin flows and there will always be a first person and last person in each flow (the same person who is last, first and in between will be the same in both) and each of the people on the front end of the Lead Flow may receive two leads before the last person receives even one.
This chart below should help explain that.
FAQs about everything
This Google document should cover most of the common questions our clients have on everything. From agreements, automations, to lead flow and more!
The 2 Sales Cycles & 3 Levels of Momentum
As you begin your marketing and sales journey it’s important to understand these 3 levels of progression and how important they are to really growing your business and thriving.
Most people will not be able to start at Level 3 but getting there is the ultimate goal if you want to really scale your business.
There is nothing inherently wrong with staying at a certain level. For some, Level 1 or 2 may be the best fit for their goals.
However the most momentum is achieved with the highest the level you can get your business to.
If you get 'stuck' at Level 1, and eventually need to pause your campaigns, please note we do NOT consider your journey with us over yet.
If that happens to you, we want to continue to help you maximize your opportunities even though you may not be generating new opportunities with us. We'll do that on our Client Success Calls (above) or you may want to look at using our appointment setter service here: www.agentgogo.com.
Important note
You will continue to receive and be able to access our support while on pause for as long as you were active at no additional cost!
Support on Agentgogo CRM usage and functionality
We're in the process of building out a comprehensive training for Agentgogo CRM. The videos available will continue to grow as we get more and more questions. Click the button below to see the videos (in a spreadsheet).
* Any Liondesk information can be found at the bottom of this page (especially if you are still using it).
How to see your ads and landing pages
This is the only way to see your ads similarly to the way a consumer would. We do not have a way to share a link or a screenshot as our backend system (the Facebook Business Manager) is setup completely differently and does not produce a visual representation anything like what a consumer would see.
Please note ads must be active to see them so if you are pre-launch, you can't see ads yet.
Follow along with the 3 images below:
OLD Version Instructions
Personal Page
Business Page Step 1
Business Page Step 2
How to get to your Facebook messages & ad comments to WORK FOR YOU instead of against you!
This link will usually work for most people to get to their comments and messages in box.
Because Facebook is a bit broken, this may not work, and if it doesn't, you can either click around until you find it yourself or jump on a coaching call so we can see how Facebook has your particular account setup.
One of the easiest things you can do to reduce costs of leads and get better leads is to engage with your own post and the comments others leave on your post.
Engagement (i.e. comments) on an ad indicates to Facebook that 'people like the ad' so they start showing it for less money. On top of that, intelligent and informative replies to comments helps answer questions that people may already be thinking and it's not uncommon to get leads off the post commenters because you can ALSO message them directly, which I recommend.
What to do: Check your comments daily and try to respond as quickly as possible. (You only have 7 days in which you can directly message a post commenter). Do whatever you can do tp encourage comments to your comments. .
You could ask a question at the end of your reply to encourage this. But just the act alone of commenting on your comments will 'fan the fire' of comments and usually the posts really light up with more comments.
Also, don't be afraid or concerned about dumb comments and just delete them. Give accurate and informative replies and keep as many 'negative' comments as possible unless it's just outright spam or similar.
Another good idea is to ask for customer reviews but instead of putting them on some website, have them leave it as a comment on your ad. This has shown to be tremendously powerful. You just need to share the post link.
How to find your comments and reply to them. (Just go to your business page then follow the click instructions in the photo below - click on images to enlarge)
How to find your comments
How to reply, delete comments and share posts:
Example of review comment:
Budgets Required When You Want Separate Campaigns
(i.e. different lead types)
Why we use our own landing pages, domains and lead forms:
How we handle significant ad budget increase requests to prevent from overspending
Liondesk fundamentals
This short checklist that will help guide you on the things you should absolutely know about the Liondesk CRM and lead follow-up system.
The following list is a complete list of the videos you may want to use as a reference. Note that we have videos for version 1 and for version 2. There is a significant difference between the two versions. In the list it will be identified.
Reactivating your old leads in Liondesk
If you have old leads from our system or any other source, this is a great way to reactivate them to get more deals.
There are 3 parts to this video.
- Cleaning up contacts in Liondesk
- Preparing filters to launch automations and best practices for launching them.
- Setting up and using the power dialer.
If you do not want to use the power dialer, this training is still useful and pertinent.
Part 1 and 2 kind of run together so it may be beneficial to watch both. The Power Dialer setup portion starts at about 21 minutes.
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