90-Day Agent Challenge
Important Dates
Monday, August 7 at Noon:
List of 25 agents must be submitted for review and approval to Communications@
Friday, August 11, 5 p.m.:
Deadline to make changes to your list of 25 agents.
August 1 - October 31, 2023:
Weekly baseline and bonus activities will be communicated on the weekly Sales and Operations call.
Thursday, September 21, 2023, Noon - 1 p.m.:
Deryck Cheney Live Zoom Event, "5 Shifts to Make NOW to Be Successful in the New Economy"
October 1, 2023 - March 31, 2024:
Earn an additional 25 bps on any loan closed with an agent from your approved list.
Week 12 (October 18-25)
Click here for the Sales and Operations call recording.
Click here for a current list of registered attendees for the Kelly White event.
Baseline Activities:
- Send Kelly White Event invitation to all Real Estate Agents
- HOW: Log in to Usherpa > select Marketing Portal > Browse/Order > select Sente Mortgage Store > Select Sente Realtor Emails > select "Kelly White Event Invitation" > select Order > click the checkbox next to Business Partners > click Next and complete
- Post Kelly White Event on social media
- CONTENT: New optional social posts titled “Meeting the Challenge with Kelly White" located in Design Center
- Post Sente Rescue Service stories on social media profiles
- CONTENT: New optional social posts titled “Loan Rescue Reason 1", "Loan Rescue Reason 2”, "Loan Rescue Reason 3”, or "Loan Rescue Reason 4” located in Design Center
- POST CONTENT: These are some actual reasons for recent Sente home loan rescues. You may be thinking, what is the difference between Sente and other lenders? We do the work to do the loan right, and we are experts on guidelines. Give us a try if you need a home loan rescue! #senterescueservice #welovetoughloans
Bonus Activities (points will apply only if activities are related to your 25 contacts, with the exception of the social media post):
- BONUS point: Share your loan rescue story! Send to communications@sentemortgage.com
- One point: Send five handwritten notecards
- One point: Conduct one face-to-face, one-on-one business meeting
- One point: Attend one open house hosted by one of your contacts
- One point: Place five (5) outbound phone calls
- One point: Post one brag (or closing story) on social media
- Must include hashtags: #sente #senterescueservice #welovetoughloans
Text Messaging Instructions (two options):
- To send the invite image via SMS, you will need to access this page from your mobile device (type www.sentemarketing.com in your browser, then scroll to the 90-Day Agent Challenge link)
- From this page on your mobile device, click and hold the image below, then from the menu select Save Image
- Select and hold the link below, then select Copy Link
- Click here to register
- Create a new SMS message, add the image, then paste the link
- From this page on your mobile device, click and hold the image below, then from the menu select Save Image
- OR you can send a text to (801) 209-5804 and we will text back the image and link for you to save to your device
Week 11 (October 11-17)
Click here for the Sales and Operations call recording.
Baseline Activities:
- Send Bill Bodnar Event invitation to all Real Estate Agents
- HOW: Log in to Usherpa > select Marketing Portal > Browse/Order > select Sente Mortgage Store > Select Sente Realtor Emails > select "Bill Bodnar Event Invitation - Final" > select Order > click the checkbox next to Business Partners > click Next and complete
- Post Bill Bodnar Event on social media
- CONTENT: New optional social posts titled “Where Are Rates Headed? A Live Event 01" or "Where Are Rates Headed? A Live Event 02” located in Design Center
- Send Sente Rescue Service email to Agent Challenge Group in Usherpa
- HOW: Log in to Usherpa > select Marketing Portal > Browse/Order > select Sente Mortgage Store > Select Sente Realtor Emails > select "Sente Rescue Service - Top Reasons" OR "Sente Rescue Service - 15 in 45" > select Order > click the checkbox next to Group > click Next and complete
- Post Sente Rescue Service "Top Reasons" on social media profiles
- CONTENT: New optional social posts titled “Loan Rescue Reason 1", "Loan Rescue Reason 2”, "Loan Rescue Reason 3”, or "Loan Rescue Reason 4” located in Design Center
- POST CONTENT: These are some actual reasons for recent Sente home loan rescues. You may be thinking, what is the difference between Sente and other lenders? We do the work to do the loan right, and we are experts on guidelines. Give us a try if you need a home loan rescue! #senterescueservice #welovetoughloans
Bonus Activities (points will apply only if activities are related to your 25 contacts, with the exception of the social media post):
- BONUS point: Share your loan rescue story! Send to communications@sentemortgage.com
- One point: Send five handwritten notecards
- One point: Conduct one face-to-face, one-on-one business meeting
- One point: Attend one open house hosted by one of your contacts
- One point: Place five (5) outbound phone calls
- One point: Post one brag (or closing story) on social media
- Must include hashtags: #sente #senterescueservice #welovetoughloans
Text Messaging Instructions (two options):
- To send the invite image via SMS, you will need to access this page from your mobile device (type www.sentemarketing.com in your browser, then scroll to the 90-Day Agent Challenge link)
- From this page on your mobile device, click and hold the image below, then from the menu select Save Image
- Select and hold the link below, then select Copy Link
- Click here to register
- Create a new SMS message, add the image, then paste the link
- From this page on your mobile device, click and hold the image below, then from the menu select Save Image
- OR you can send a text to (801) 209-5804 and we will text back the image and link for you to save to your device
Week 10 (October 4-10)
Click here for the Sales and Operations call recording.
Baseline Activities:
- Send Sente Rescue Service email to Agent Challenge Group in Usherpa
- HOW: Log in to Usherpa > select Marketing Portal > Browse/Order > select Sente Mortgage Store > Select Sente Realtor Emails > select "Sente Rescue Service - Top Reasons" OR "Sente Rescue Service - 15 in 45" > select Order > click the checkbox next to Group > click Next and complete
- Post Sente Rescue Service "Top Reasons" on social media profiles
- CONTENT: New optional social posts titled “Loan Rescue Reason 1", "Loan Rescue Reason 2”, "Loan Rescue Reason 3”, or "Loan Rescue Reason 4” located in Design Center
- POST CONTENT: These are some actual reasons for recent Sente home loan rescues. You may be thinking, what is the difference between Sente and other lenders? We do the work to do the loan right, and we are experts on guidelines. Give us a try if you need a home loan rescue! #senterescueservice #welovetoughloans
- Engage with everyone on your list on social media
Bonus Activities (points will apply only if activities are related to your 25 contacts, with the exception of the social media post):
- BONUS point: Share your loan rescue story! Send to communications@sentemortgage.com
- One point: Send five handwritten notecards
- One point: Conduct one face-to-face, one-on-one business meeting
- One point: Attend one open house hosted by one of your contacts
- One point: Place five (5) outbound phone calls
- One point: Post one brag (or closing story) on social media
- Must include hashtags: #sente #senterescueservice #welovetoughloans
Week 9 (September 27-October 3)
Click here for the Sales and Operations call recording.
Click here for a final list of attendees for the Deryck Cheney event.
Baseline Activities:
- Send Deryck Cheney event follow-up email to attendees from Usherpa
- HOW: Log in to Usherpa > select Marketing Portal > Browse/Order > select Sente Mortgage Store > Select Sente Realtor Emails > select "Deryck Cheney Event Follow-up - Attendees" > select Order > click the checkbox next to Group > click Next and complete
- Send Deryck Cheney event follow-up email to non-attendees from Usherpa
- HOW: Log in to Usherpa > select Marketing Portal > Browse/Order > select Sente Mortgage Store > Select Sente Realtor Emails > select "Deryck Cheney Event Follow-up - Non-Attendees" > select Order > click the checkbox next to Group > click Next and complete
- Post Sente Rescue Service on social media profiles
- CONTENT: New optional social posts titled “Loan Rescue Post 4" or "Loan Rescue Post 5” located in Design Center
- POST CONTENT: I am so excited to share this news--that's 15 families in homes that might not have happened otherwise! If you are in need of a home loan rescue, please reach out. I'm here to help. #senterescueservice #welovetoughloans
- Send Sente Rescue Service email to Agent Challenge Group from Usherpa
- HOW: Log in to Usherpa > select Marketing Portal > Browse/Order > select Sente Mortgage Store > Select "Sente Rescue Service - 15 in 45" > select Order > click the checkbox next to Group and select Agent Challenge > select Next and complete
Bonus Activities (points will apply only if activities are related to your 25 contacts, with the exception of the social media post):
- BONUS point: Share your loan rescue story! Send to communications@sentemortgage.com
- One point: Send five handwritten notecards
- One point: Conduct one face-to-face, one-on-one business meeting
- One point: Attend one open house hosted by one of your contacts
- One point: Place five (5) outbound phone calls
- One point: Post one brag (or closing story) on social media
- Must include hashtags: #sente #senterescueservice #welovetoughloans
Week 8 (September 20-26)
Click here for the Sales and Operations call recording.
Click here for a current list of registered attendees for the Deryck Cheney event.
Baseline Activities:
- Send a reminder to registered attendees for the Deryck Cheney event
- CONTENT: Hello there! Just wanted to make sure you are still able to attend the Deryck Cheney event tomorrow. You should have received an email with a calendar invite. I'll check in with you after the event, it's going to be great!
- After the Deryck Cheney event, call attendees and ask for the business!
- Send Deryck Cheney event email follow-up from Usherpa
- HOW: Log in to Usherpa > select Marketing Portal > Browse/Order > select Sente Mortgage Store > Select Sente Realtor Emails > select "TBD" > select Order > click the checkbox next to Group and select your Agent Challenge group > click Next and complete.
- Post about Deryck Cheney event takeaway on social media profiles
Bonus Activities (points will apply only if activities are related to your 25 contacts, with the exception of the social media post):
- BONUS point: Share your loan rescue story! Send to communications@sentemortgage.com
- One point: Send five handwritten notecards
- One point: Conduct one face-to-face, one-on-one business meeting
- One point: Attend one open house hosted by one of your contacts
- One point: Place five (5) outbound phone calls
- One point: Post one brag (or closing story) on social media
- Must include hashtags: #sente #senterescueservice #welovetoughloans
Text Messaging Instructions (two options):
- To send the invite image via SMS, you will need to access this page from your mobile device (type www.sentemarketing.com in your browser, then scroll to the 90-Day Agent Challenge link)
- From this page on your mobile device, click and hold the image below, then from the menu select Save Image
- Select and hold the link below, then select Copy Link
- Click here to register
- Create a new SMS message, add the image, then paste the link
- From this page on your mobile device, click and hold the image below, then from the menu select Save Image
- OR you can send a text to (801) 209-5804 and we will text back the image and link for you to save to your device
Week 7 (September 13-19)
Click here for the Sales and Operations call recording.
Click here for a current list of registered attendees for the Deryck Cheney event.
Baseline Activities:
- Call each individual on your list and invite them to attend the Deryck Cheney event
- CONTENT: Hi, [Name]! This is [Name] from Sente. I wanted to reach out and give you a heads up that I'll be sending an email invitation your way soon for an exclusive event. There are a limited number of seats available, so I don't want you to miss it. Once you receive it, make sure you RSVP and please reach out to me if you have any questions. Thank you, talk soon!
- Send Deryck Cheney email invitation or follow-up invitation to your "Agent Challenge" group in Usherpa
- HOW: Log in to Usherpa > select Marketing Portal > Browse/Order > select Sente Mortgage Store > Select Sente Realtor Emails > select "Deryck Cheney Event Invitation - Final Reminder" > select Order > click the checkbox next to Group and select your Agent Challenge group > click Next and complete.
- Post Deryck Cheney event content on social media profiles
- CONTENT: New optional social posts titled “Deryck Cheney Event” located in Design Center
- POST CONTENT: Just one week left until our live Zoom event! All Business Partners are invited to attend, but space is limited, so drop a comment below if you would like to attend. Deryck Cheney presents proven techniques to grow yourself and your business. Don't miss out!
- Send Deryck Cheney email invitation to all of your Business Partners in Usherpa
- HOW: Log in to Usherpa > select Marketing Portal > Browse/Order > select Sente Mortgage Store > Select Sente Realtor Emails > select "Deryck Cheney Event - All Partners - Final Reminder" > select Order > click the checkbox next to Business Partners > click Next and complete.
Bonus Activities (points will apply only if activities are related to your 25 contacts, with the exception of the social media post):
- BONUS point: Share your loan rescue story! Send to communications@sentemortgage.com
- One point: Send five handwritten notecards
- CONTENT: Optional messaging for the notecards: Hi, [Name]! I wanted to reach out and personally invite you to an exclusive event featuring master coach Deryck Cheney. There are a limited number of seats available, so I don't want you to miss it. You will be receiving an email from me with details to RSVP. Please reach out to me if you have any questions. Talk soon!
- One point: Conduct one face-to-face, one-on-one business meeting
- CONTENT: Optional Deryck Cheney event invitation flyers in Design Center
- One point: Attend one open house hosted by one of your contacts
- CONTENT: Optional Deryck Cheney event invitation flyers in Design Center
- One point: Place five (5) outbound phone calls
- Optional script: Hi, [Name]! This is [Name] front Sente. I wanted to reach out and give you a heads up that I'll be sending an email invitation your way soon for an exclusive event. There are a limited number of seats available, so I don't want you to miss it. Once you receive it, make sure you RSVP and please reach out to me if you have any questions. Thank you, talk soon!
- One point: Post one brag (or closing story) on social media
- Must include hashtags: #sente #senterescueservice #welovetoughloans
- CONTENT: New optional social posts located in Design Center, search "Rescue" in Facebook-Specific Posts folder
Text Messaging Instructions (two options):
- To send the invite image via SMS, you will need to access this page from your mobile device (type www.sentemarketing.com in your browser, then scroll to the 90-Day Agent Challenge link)
- From this page on your mobile device, click and hold the image below, then from the menu select Save Image
- Select and hold the link below, then select Copy Link
- Click here to register
- Create a new SMS message, add the image, then paste the link
- From this page on your mobile device, click and hold the image below, then from the menu select Save Image
- OR you can send a text to (801) 209-5804 and we will text back the image and link for you to save to your device
Week 6 (September 6-12)
Baseline Activities:
- Call each individual on your list and invite them to attend the Deryck Cheney event
- CONTENT: Hi, [Name]! This is [Name] from Sente. I wanted to reach out and give you a heads up that I'll be sending an email invitation your way soon for an exclusive event. There are a limited number of seats available, so I don't want you to miss it. Once you receive it, make sure you RSVP and please reach out to me if you have any questions. Thank you, talk soon!
- Send Deryck Cheney email invitation or follow-up invitation to your "Agent Challenge" group in Usherpa
- HOW: Log in to Usherpa > select Marketing Portal > Browse/Order > select Sente Mortgage Store > Select Sente Realtor Emails > select "Deryck Cheney Event Invitation" or "Deryck Cheney Event Invitation - Reminder" > select Order > click the checkbox next to Group and select your Agent Challenge group > click Next and complete.
- Post Deryck Cheney event content on social media profiles
- CONTENT: New optional social posts titled “Deryck Cheney Event” located in Design Center
- POST CONTENT: I'm excited for this exclusive LIVE event for our Business Partners featuring nationally-recognized master coach Deryck Cheney. Seating is limited, but I have a few invites I am able to extend. Reach out to me if you are interested!
- Send Deryck Cheney email invitation to all of your Business Partners in Usherpa
- HOW: Log in to Usherpa > select Marketing Portal > Browse/Order > select Sente Mortgage Store > Select Sente Realtor Emails > select "Deryck Cheney Event - All Partners" > select Order > click the checkbox next to Business Partners > click Next and complete.
Bonus Activities (points will apply only if activities are related to your 25 contacts, with the exception of the social media post):
- BONUS point: Share your loan rescue story! Send to communications@sentemortgage.com
- One point: Send five handwritten notecards
- CONTENT: Optional messaging for the notecards: Hi, [Name]! I wanted to reach out and personally invite you to an exclusive event featuring master coach Deryck Cheney. There are a limited number of seats available, so I don't want you to miss it. You will be receiving an email from me with details to RSVP. Please reach out to me if you have any questions. Talk soon!
- One point: Conduct one face-to-face, one-on-one business meeting
- One point: Attend one open house hosted by one of your contacts
- One point: Place five (5) outbound phone calls
- Optional script: Hi, [Name]! This is [Name] front Sente. I wanted to reach out and give you a heads up that I'll be sending an email invitation your way soon for an exclusive event. There are a limited number of seats available, so I don't want you to miss it. Once you receive it, make sure you RSVP and please reach out to me if you have any questions. Thank you, talk soon!
- One point: Post one brag (or closing story) on social media
- Must include hashtags: #sente #senterescueservice #welovetoughloans
- CONTENT: New optional social posts located in Design Center, search "Rescue" in Facebook-Specific Posts folder
Week 5 (August 30-September 5)
Baseline Activities:
- Call each individual on your list and invite them to attend the Deryck Cheney event
- CONTENT: Hi, [Name]! This is [Name] from Sente. I wanted to reach out and give you a heads up that I'll be sending an email invitation your way soon for an exclusive event. There are a limited number of seats available, so I don't want you to miss it. Once you receive it, make sure you RSVP and please reach out to me if you have any questions. Thank you, talk soon!
- Send Deryck Cheney email invitation or follow-up invitation to your "Agent Challenge" group in Usherpa
- HOW: Log in to Usherpa > select Marketing Portal > Browse/Order > select Sente Mortgage Store > Select Sente Realtor Emails > select "Deryck Cheney Event Invitation" or "Deryck Cheney Event Invitation - Reminder" > select Order > click the checkbox next to Group and select your Agent Challenge group > click Next and complete.
- Post Deryck Cheney event content on social media profiles
- CONTENT: New optional social posts titled “Deryck Cheney Event” located in Design Center
- POST CONTENT: I'm excited for this exclusive LIVE event for our Business Partners featuring nationally-recognized master coach Deryck Cheney. Seating is limited, but I have a few invites I am able to extend. Reach out to me if you are interested!
- Send new Sente Loan Rescue Service email to your "Agent Challenge" group in Usherpa
- HOW: Log in to Usherpa > select Marketing Portal > Browse/Order > select Sente Mortgage Store > Select Sente Realtor Emails > select "Sente Rescue Service - Week 4" > select Order > click the checkbox next to Group and select your Agent Challenge group > click Next and complete.
Bonus Activities (points will apply only if activities are related to your 25 contacts, with the exception of the social media post):
- BONUS point: Share your loan rescue story! Send to communications@sentemortgage.com
- One point: Send five handwritten notecards
- CONTENT: Optional messaging for the notecards: Hi, [Name]! I wanted to reach out and personally invite you to an exclusive event featuring master coach Deryck Cheney. There are a limited number of seats available, so I don't want you to miss it. You will be receiving an email from me with details to RSVP. Please reach out to me if you have any questions. Talk soon!
- One point: Conduct one face-to-face, one-on-one business meeting
- One point: Attend one open house hosted by one of your contacts
- One point: Place five (5) outbound phone calls
- Optional script: Hi, [Name]! This is [Name] front Sente. I wanted to reach out and give you a heads up that I'll be sending an email invitation your way soon for an exclusive event. There are a limited number of seats available, so I don't want you to miss it. Once you receive it, make sure you RSVP and please reach out to me if you have any questions. Thank you, talk soon!
- One point: Post one brag (or closing story) on social media
- Must include hashtags: #sente #senterescueservice #welovetoughloans
- CONTENT: New optional social posts located in Design Center, search "Rescue" in Facebook-Specific Posts folder
Week 4 (August 23-29)
Baseline Activities:
- Call each individual on your list and invite them to attend the Deryck Cheney event
- CONTENT: Hi, [Name]! This is [Name] from Sente. I wanted to reach out and give you a heads up that I'll be sending an email invitation your way soon for an exclusive event. There are a limited number of seats available, so I don't want you to miss it. Once you receive it, make sure you RSVP and please reach out to me if you have any questions. Thank you, talk soon!
- Send Deryck Cheney email invitation to your "Agent Challenge" group in Usherpa
- HOW: Log in to Usherpa > select Marketing Portal > Browse/Order > select Sente Mortgage Store > Select Sente Realtor Emails > select "Deryck Cheney Event Invitation" > select Order > click the checkbox next to Group and select your Agent Challenge group > click Next and complete.
- Post Deryck Cheney event content on social media profiles
- CONTENT: New optional social post titled “Deryck Cheney Event” located in Design Center
- POST CONTENT: I'm excited for this exclusive LIVE event for our Business Partners featuring nationally-recognized master coach Deryck Cheney. Seating is limited, but I have a few invites I am able to extend. Reach out to me if you are interested!
Bonus Activities (points will apply only if activities are related to your 25 contacts, with the exception of the social media post):
- One point: Send five handwritten notecards
-
- CONTENT: Optional messaging for the notecards: Hi, [Name]! I wanted to reach out and personally invite you to an exclusive event featuring master coach Deryck Cheney. There are a limited number of seats available, so I don't want you to miss it. You will be receiving an email from me with details to RSVP. Please reach out to me if you have any questions. Talk soon!
- One point: Conduct one face-to-face, one-on-one business meeting
- One point: Attend one open house hosted by one of your contacts
- One point: Place five (5) outbound phone calls
- Optional script: Hi, [Name]! This is [Name] front Sente. I wanted to reach out and give you a heads up that I'll be sending an email invitation your way soon for an exclusive event. There are a limited number of seats available, so I don't want you to miss it. Once you receive it, make sure you RSVP and please reach out to me if you have any questions. Thank you, talk soon!
- One point: Post one brag (or closing story) on social media
- Must include hashtags: #sente #senterescueservice #welovetoughloans
- CONTENT: New optional social posts titled “Loan Rescue” located in Design Center
Week 3 (August 16-22)
- Click here for the Sales and Operations call recording.
- Click here for a summary video of the scripting/coaching session with Tom.
Baseline Activities:
- Send email to your "Agent Challenge" group in Usherpa (if you have not already done so)
- HOW: Log in to Usherpa > select Marketing Portal > Browse/Order > select Sente Mortgage Store > Select Sente Realtor Emails > select "Introduction - We Love Tough Loans" and/or "Sente Rescue Service" > select Order > click the checkbox next to Group and select your Agent Challenge group > click Next and complete.
- CONTENT: The optional email templates are titled "Introduction - We Love Tough Loans" or “Sente Rescue Service”
- Post Sente Rescue Service content on social media profiles
- CONTENT: New optional social post titled “Sente Rescue Service” located in Design Center
- Engage with everyone on your list on social media
Bonus Activities (points will apply only if activities are related to your 25 contacts, with the exception of the social media post):
- BONUS POINT: Share one regular recruiting/partnering activity you utilize this week
- One point: Send five handwritten notecards
- CONTENT: Optional messaging for the notecards: Hi, [Name]! I’m sure I don’t have to tell you that this year, in this market, there are more tough loans than ever. You may have even had a deal fall apart because a lender fell through. I’m reaching out to ask you that if you find a client in this situation, I’d love if you would give me a shot at rescuing the loan. At Sente, we love tough loans! Let me know if I can help.
- One point: Conduct one face-to-face, one-on-one business meeting
- CONTENT: New optional handout titled “Sente Rescue Service” located in Design Center
- One point: Attend one open house hosted by one of your contacts
- One point: Place five (5) outbound phone calls
- Optional script: Hi, [Name]! I’m guessing that you have seen that in the market this year, it seems like there are more tough loans out there than ever. You may have even had a deal fall apart because a lender fell through. I just wanted to give you a quick call to say if you find a client in this situation, I'd love it if you would give me a shot at rescuing the loan. At Sente, we love tough loans! Let me know if I can help. You can reach me at [contact info]. Thank you!
- One point: Post one brag (or closing story) on social media
- Must include hashtags: #sente #senterescueservice #welovetoughloans
- CONTENT: New optional social posts titled “Loan Rescue” located in Design Center
Week 2 (August 9-15)
Click here for the Sales and Operations call recording.
Baseline Activities :
- Send a follow-up email to your "Agent Challenge" group in Usherpa
- HOW: Log in to Usherpa > select Marketing Portal > Browse/Order > select Sente Mortgage Store > Select Sente Realtor Emails > select "Sente Rescue Service" > select Order > click the checkbox next to Group and select your Agent Challenge group > click Next and complete.
- CONTENT: The optional email template is titled “Sente Rescue Service”
- Post Sente Rescue Service content on social media profiles
- CONTENT: New optional social post titled “Sente Rescue Service” located in Design Center
- Engage with everyone on your list
Bonus Activities (points will apply only if activities are related to your 25 contacts):
- One point: Send five handwritten notecards
- CONTENT: Optional messaging for the notecards: Hi, [Name]! I’m sure I don’t have to tell you that this year, in this market, there are more tough loans than ever. You may have even had a deal fall apart because a lender fell through. I’m reaching out to ask you that if you find a client in this situation, I’d love if you would give me a shot at rescuing the loan. At Sente, we love tough loans! Let me know if I can help.
- One point: Conduct one face-to-face, one-on-one business meeting
- CONTENT: New optional handout titled “Sente Rescue Service” located in Design Center
- One point: Attend one open house hosted by one of your contacts
- One point: Place five (5) outbound phone calls
- Optional script: Hi, [Name]! I’m guessing that you have seen that in the market this year, it seems like there are more tough loans out there than ever. You may have even had a deal fall apart because a lender fell through. I just wanted to give you a quick call to say if you find a client in this situation, I'd love it if you would give me a shot at rescuing the loan. At Sente, we love tough loans! Let me know if I can help. You can reach me at [contact info]. Thank you!
- One point: Post one brag (or closing story) on social media
- Must include hashtags: #sente #senterescueservice #welovetoughloans
- CONTENT: New optional social posts titled “Loan Rescue” located in Design Center
Week 1 (August 2-8)
Click here for the Sales and Operations call recording.
Baseline Activities :
- Add your 25 real estate agent contacts into Usherpa
- HOW: Log in to Usherpa > select Relationships > Add a Person > select Business Partner and No Auto Marketing > enter contact information and then click the Add button at the bottom
- Create a new group of contacts called “Agent Challenge”
- Send an introduction email to your 25 contacts
- HOW: Click here for instructions on sending an email from Usherpa
- CONTENT: The optional email template is titled “Introduction – We Love Tough Loans”
- Invite each person on your list to like your Facebook page, connect on LinkedIn, and/or follow you on Instagram
Bonus Activities (points will apply only if activities are related to your 25 contacts):
- One point: Send five handwritten notecards
- CONTENT: Optional messaging for the notecards: Hi, [Name]! I’m sure I don’t have to tell you that this year, in this market, there are more tough loans than ever. You may have even had a deal fall apart because a lender fell through. I’m reaching out to ask you that if you find a client in this situation, I’d love if you would give me a shot at rescuing the loan. At Sente, we love tough loans! Let me know if I can help.
- One point: Conduct one face-to-face, one-on-one business meeting
- CONTENT: New optional handout titled “Sente Rescue Service” located in Design Center
- One point: Attend one open house hosted by one of your contacts
- One point: Place five (5) outbound phone calls
- Optional script: Hi, [Name]! I’m guessing that you have seen that in the market this year, it seems like there are more tough loans out there than ever. You may have even had a deal fall apart because a lender fell through. I just wanted to give you a quick call to say if you find a client in this situation, I'd love it if you would give me a shot at rescuing the loan. At Sente, we love tough loans! Let me know if I can help. You can reach me at [contact info]. Thank you!
- One point: Post one brag (or closing story) on social media
- Must include hashtags: #sente #senterescueservice #welovetoughloans
- CONTENT: New optional social posts titled “Loan Rescue” located in Design Center
Categories for the Challenge
Regular Recruiting/Partnering Activities:
Activities that you would normally carry out if you were to pursue a new partnership with a real estate agent (e.g., dropping off donuts, sending a personalized text message, sending a small Sente swag item with a note, etc.).
Baseline Activities:
Easy tasks that should only take 1-2 hours per week (see the weekly activity schedule). Templates, instructions, scripts, and content will be provided.
Bonus Activities:
- Five bonus activities will be announced each week.
- Each bonus activity you complete is worth one (1) point.
- Each point you earn will be placed into a weekly drawing for a $50 gift card.
- A survey will be sent each Monday morning to gather your points.
- Survey must be completed by 5 p.m. on Tuesday to be entered into the $50 gift card drawing for the week.
- Templates, instructions, scripts, and content will be provided.
Sente Sponsored Activities:
- Adwerx campaign targeting all agents approved for the campaign.
- Two major events in which you can invite your agents to participate:
- First event will be held mid-September, hosted by Deryck Cheney.
- Second event will be held mid-October, hosted by a renowned real estate agent coach (to be announced).
Agent List Criteria
- Must be submitted for review/approval by noon on Monday, August 7.
- You must not have closed a loan referred to you from the agent within the last year.
- In the case of a duplicate agent, we will reach out to you.
- Once the list has been reviewed, you will receive a compensation addendum giving you the additional 25 bps for the agent.