This session showed how to use the new refinance comparison tool and cost of waiting calculator to help borrowers see their savings.
It explained how to batch-send Google review requests using workflows and fix common birthday campaign issues. The Rudder tool was introduced as a way to find and follow up with real estate agents. Power dialer setup was also reviewed, including tips for adding new agents and scheduling calls.
🛠Key Tools & Takeaways:
Refi calculator with downloadable PDFs
Cost of Waiting calculator for homebuyers
Rudder for agent research and outreach
Power dialer setup walkthrough
Google review campaign automation
Birthday text message best practices
🟠Tip:
Use the cost of waiting tool with pre-approvals to keep clients motivated and on track.