Make sure that all of the affinity consumers and Cartus workers are taken off your personal distribution directories

EMPHASIZE: Points mentioned for the slide are merely some of the experts available owing to an attraction system

71 Social network Guidelines A note to any or all Agencies one to social network comments is actually personal domain name and will feel a terrible meditation on your own company. Facilitator: An email to the social network advice... Consumers should never be utilized in size solicitations to possess donations, etc. Excite make sure all of the USAA and HES users, Planners, and you can well-known mortgage agencies is actually taken off your own distribution directories. Please make sure if you use social networking that you utilize it correctly and centered on we direction. Instance, if you choose to ‘blog' your own ideas, reviews and/otherwise disappointment that have an attraction system otherwise their program products (like home loan), you are in danger off jeopardizing your position with the the business's Attraction “A” team along with casting a shade more than our organization because a network representative.

72 USAA MoversAdvantage® The brand new Requires for 2013 Mission Domestic Feel Attributes Transformation Transformation - Homefinding 38% Sales Sales – Checklist twenty five% Top Stop (excellent simply) - System 89% Finest Cut off (advanced merely) - Agent USAA MoversAdvantage® Sales Transformation- Homefinding 46% Sales Sales - Number Outstanding Sense (Blocks 9&10) – Program full 85% (Stops 9&10) – Representative Facilitator: Close having a look at the goals to your 2 divisions of attraction characteristics

73 Cartus Attraction Properties Facilitator: Use fall and also make confident closure statements connected to the business's vision money for hard times and offer Q&A time for your knowledge group.

4 Attraction Real estate Assistance System A free nationwide Actual Estate Guidance Provider (not available inside the Iowa) Customer obtains an advice away from a choose A property team and a specially trained / official “A” Party Representative (Cartus Agent Community) Pointers and you can advocacy from inside the whole house feel processes regarding an effective (Cartus) Coordinator Consumer obtains a finances added bonus in the most common claims while the good “many thanks” for using the application kilometers/current credit/credit at the closing Paid off within step three months out-of closing Facilitator: EXPLAIN: The application enjoys and you may benefits a consumer obtains. REVIEW: Affinity applications try buyers determined. Consumer helps make the behavior of timing away from move, commission costs, an such like. *

11 2012 Affinity Functions Efficiency YOY Recommendations to Community 96,320 15.9% Overall Closings 40,516 17.9% Agent Pipeline 29,787 18.8% Total Conversion process Volume $nine.step 3 million 21.1% Complete Cash return Repaid so you can People $39 mil 20.4% Suggest Speed 89.5% apartment Agent Step Commission Paid down $265 billion 20.8% Facilitator: As you can tell, Cartus Attraction Services got several other a fantastic seasons ! It actually was the first time our section damaged the new forty,100000 closings threshold. We congratulate the downline a part of the Attraction apps plus our A house Planners and you can our “A” Team Agents across the country! REVIEW: All of the Slide Suggestions Notice, the pipe into Cartus Agent Network is quite strong...more 29,000 clients are dealing with “A” Cluster agencies! Many attraction effort provides fundamentally, undoubtedly changed the way in which the Network really does team. This focus on the consumer and you may measurable metrics enjoys significantly increased the grade of functions that individuals provide. Over the years, our Community brokers as well as their representatives have constantly told all of us one to such concepts has benefited them well beyond just the attraction suggestion business and that they possess observed such means usually to their merchandising providers. 11

18 Cartus Affinity Services Exactly who and In which We are 180 + staff in Irving, Tx business Home Planners MoversAdvantage® Real estate Planners Household Skills Features A house Planners Team Administrators Internet group Broker Go after-up people Elderly Coordinators and you can Party Management Account Government Quality-control Agent Features Facilitator: Review Party users on the Irving, Colorado workplace you to definitely secure the requires of your Attraction website subscribers, their customers plus the Representative Network. SHARE: The latest structure of the team that supports your time and efforts since Agencies whenever using Attraction information is: 180+ Personnel into the Irving Business A property Coordinators Party Directors Membership Administration Quality-control Broker Qualities Membership Party

23 Basic Performing Measures Moving in order to: Assign CNAS formal agent you to better meets member standards Posting Greeting Bundle with the suitable system Desired Page Agent to: Get in touch with the client contained in this cuatro regular business hours of recommendation bill Usually consider the application form label Properly address user using rank if provided Describe member needs Understand Prominent Lending company Expose interaction bundle Explain traditional and you may confirm next methods Facilitator: Resource the home Shopping for and Checklist Referral Guide Handout Writeup on fundamental tips and standard getting maintenance affinity people abreast of receipt of the latest recommendation. An exercise most readily useful habit is to try to reveal an example off a system Welcome Page in addition to plan sent of relocation. Is every ways to get in touch with the consumer until if you don't listed on the brand new recommendation. Don’t say you are contacting of Cartus, the fresh associate will not read you’re calling regarding their attraction program. Make use of the program term and then make a link. In the event the Cartus has provided new rank of the associate on the referral, constantly acceptance the consumer utilising the rating considering up to desired from the the customer if you don't. Participants aren't needed to has preapproval prior to watching home, communicate for the affiliate on what the seller's requirement can be found in your areas after they are prepared to create a deal. Definitely enjoys given the common mortgage lender contact details. A need i eliminate professionals is due to lack from telecommunications between your broker and affiliate. Immediately following first contact followup which have an enthusiastic together with your contact information. Stress that communication with the consumer might be to the timeframes agreed upon of the customer (i.age. everyday, weekly month-to-month) and you can through the decided method (mobile phone, , text). Keep in touch – it is simply as essential to stay in touch toward customer regarding price finalizing so you're able to closing as it is ahead of deal.

31 Agent Interest Reporting Whenever providing pastime profile Decorate an entire picture of what are you doing on the customer Improve brand new Planner out of the home loan recommendations/status (Homefinding) Keep the Planner notified by the any possible points or services concerns by affiliate Facilitator: Interest Revealing While the the “A” group Representatives is the on-site ambassadors and all of our specialist never meet the client real time along with people, it is crucial if bringing an activity small loan companies Park Center report, you color a picture of what's going on towards buyers. Precisely what do we mean from the painting a graphic? We require one thing more zero change, or however connected. Such: The Planner has to know if brand new associate went into the a couple of domestic google search travel and so are unable to discover something in their budget and for a listing- tell us concerning the family perhaps not attempting to sell, could it be exclusive and you will a life threatening rate reduction expected additionally the reason.

Dont publish an invite to join Myspace otherwise LinkedIn

52 Beneficial USAA Recommendations Agent Assist Desk Financing Origination or on the web from the USAA Price Facsimile Amount Current Price Demand Homeowner's Insurance Cartus Agent Range Facilitator: Comment this new info on this slip.