Author: Ryan Kellock

2. Understanding the Long Game

Building a successful mortgage or life insurance business with FinanceVine’s leads isn’t an overnight endeavor. It requires patience, persistence, and a strategic approach, especially during

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1. Communication Mediums

Refer to section 9 for further details 1. Text Messaging (SMS): 2. Phone Calls: 3. Email: Why we avoid voicemails: Remember: The key is to

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2. The Lead’s Perspective

What they want How engaged they are In essence, leads from Google Search are more engaged because they are actively looking for what FinanceVine’s partners

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2. Setting Automated Follow Ups

Securing that initial “yes” with a FinanceVine lead is just the beginning. Nurturing that interest through effective follow-ups is crucial for converting leads into closed

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2. Opt-Out Automation Policy

Opt-Out Criteria: A lead is considered to have withdrawn consent (opted out) only if they meet the following criteria: Agent Responsibilities: FinanceVine Responsibilities: Important Note:

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