Friday, May 20, 2011

The Forum provides for informal interaction among Associates, the Broker, and Business Partners on a wide range of topics and issues currently affecting themselves and the marketplace. The Forum is designed for you, the agent, to share ideas for increasing production and improving business practices.

Many topics, other than those shown in the agenda, were discussed. Really great ideas were shared for increasing production, enhancing customer interaction, increasing your Book of Business, ethics issues, legal issues, and best practices. Attached are a few photos for your enjoyment.

Daismara Torres, Wells Fargo Home Mortgage (WFHM), briefed everyone on Wells Fargo’s FHA 203K program for owner occupied purchases. She also covered Wells Fargo’s Conventional program for investors desiring to purchase investment properties. Both of these programs can be excellent sources for potential buyers. Investors looking to take advantage of our depressed prices will see this as a “golden parachute.” Great Information & Way to Go Daismara!!

Jim briefed The Forum on enhancements being explored to make our Phone Duty Program productive. The consistency in handling of incoming calls by company employees appears to be making a positive difference in leads capture and conversion. We will again review the progress and results of the new approach at our Monthly Sales Meeting on June 4, 2011. Once we have a full month of data to examine we will be in a better position to know where to take the program next for the greatest return.



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