Tips for the Network Brokers: Get a hold of Lenders ‘s the acting lender Consumers work with “Financial Bankers” at Look for Lenders (based in Irvine, Ca – Circumstances regarding procedure 8:00am – 6:00pm PST) – Cartus will send its contact information over on the referral

58 FACILITATOR: We reported into circle past slide from the our recent customer finalizing. See. Just like the Discharge – i’ve placed more than 500 information to the circle

59 Pick Lenders: A house Perks See Mortgage brokers and also the A house Perks system circulated Customer Style of: Consumers Acting Financial: Pick Mortgage brokers Incentive: Dollars Advantages 29+ Billion Credit card owners Discover Teams Mortgage Bankers (email address provided w/referral) (might have lead contact with Agents) Home loan Escalation Towards Cartus Planner and you will/or Mortgage Banker Facilitator: They entered for the mortgage organization when you look at the (Provide Antique, Arms and you will FHA resource alternatives) Pick Financial, that’s best-known for its credit card services intends to broaden its team supply many lending products and you will reach out to a bigger clientele He has one or two metropolitan areas faithful pick merely home loan lenders (Irvine, Ca and you can Louisville, KY) This customer finalizing was an appearing introduction into Cartus Affinity Customer profile and you will receive top quality loan places Palmer Lake guides using their very common customers. New user’s Home loan Banker you can expect to contact the fresh new agent! Thus do not be surprised. Use the terminology of “Customer” when dealing with our advice buyers (perhaps not affiliate). Users get receive a great “Bucks Prize” (maybe not dollars extra) once they buy and you can/or offer from the system For the KS and you will TN Pick Present Credit Offered

61 Provider: Consumers need Regard Our users find a realtor to highlight their commitment to an excellent service compliment of…. Rigid focus on detail Productive correspondence Seamless deliveries Professionalism Performance Owing to Trustworthiness Let’s turn all of our notice to Customer service Check out the slip. Think about what the definition of customer care is: Support service is the guidance or other information one a family provides to those just who buy or have fun with the products it makes or characteristics. USAA Best Service Holidays getting bare this most useful out-of mind! We have to discover change in another elements 20% Broker unreactive 19% Representative maybe not bringing necessary pointers At the system top- the fresh members keeps considering the Agencies an excellent Solution score of 84.3%. Decent and you can a job Well done! – so near to purpose of 85%. But still far from in which we should instead end up being. In 2011, the newest Broker score was 84.1% – so it could have been basically flat year more than season. Get a short while to identify their strong musicians while in the Speak in the specific far beyond products that “A” Class confronted when you look at the Come back to your own firm’s service ranking once once more. “Usually carry out more required of you” – Standard George S. Patton

Our business is a hundred% regarding services you deliver into customers

62 USAA – Questionnaire Addition Letter Survey is off USAA and you may topic line of USAA MoversAdvantage ® Fulfillment Questionnaire The following step 3 slides was examples of what the survey ends up regarding member’s angle and then precisely what the overall and you may agent concerns look like. The representative can get a keen from USAA – 17 months immediately after the closing big date. NOTE: It is very essential for timely reporting off selling data to Cartus! HANDOUT – content of the USAA survey

64 USAA – Representative specific Concerns Broker Name is referenced From the question! A special ability which had been set in the newest questionnaire try that a property agent’s name is now stuck regarding specific concern you to cost the fresh agent’s provider. New coordinator’s label together with appears from the concerns that relate genuinely to her or him. Another the function is that the assets that the questionnaire are targeted at together with looks throughout the survey. You will find removed the trouble away from users perhaps offering feedback for the not the right services.