Sales Calls

I am offering $5 USD/Hour as a salary ($200 USD/Week) paid weekly via Payoneer. The working hours are Florida Time (EST
US) from 10 Am until 6 PM Monday through Friday. There is a bonus but be prepared to only have salary for about 6 weeks. 6 weeks is the average time it takes between meeting a borrower (our leads) until they close on a loan (our end goal). Also, to be successful, you should expect to receive weekend and after hour calls. The salary is to cover your time and help you get to the point where your commissions are paying more than the salary. RingCentral is the application we will use and you will have your own dedicated number to place/receive calls from.

This is what I want you to do and how you will be paid both as a base and as a bonus. The bonus is covered in detail near the bottom.

Keep in mind, we this is a new opportunity we have created. We will have learning challenges, but we will get through them.

First, the job.
Put simply: you are going to be calling Realtors in Florida with the goal of getting them to send leads to use for pre-approval. The end goal is closed and funded loans. Funded loans are how you and my company make money.

The purpose of this position is to add more loans by increasing our Realtor relationships, adding more pre-approvals to our pipeline and finally, adding more closed and funded loans.

The opportunity in Florida is HUGE. There are 195,000 licensed realtors and my company only currently works with about 50.

You will be calling Realtors we have not done business with. I can give you a list of those to get started but eventually those will run out. There are plenty of Realtors that know who we are but have not done business with us: those should be an easier target.

There are a lot of realtors we have never even tried calling on and don’t know who we are, as mentioned in the number of licenses 195,000 in Florida. Again, huge opportunity!

We have several things we can offer that others can't, which should be important to Realtors. For one: you.
11:10 AM
When you call, you will be talking about why we are great to work with (I will provide a rough script and talking points). As part of our "offer" to do business with us, I want to offer your time in exchange for leads (I will pay you for your time).

For example: you call a new Realtor and they send us a ---------- exchange for that lead, you will do 30 minutes of virtual assistant work for them. What you do, we will limit to only 1 of 2 things: cold calling, lead follow up.

As part of this job, you will assist me in creating/modifying the process and materials as ---------- order to complete this, you will be given a method to ---------- ’s a simple method and is as follows:
1. Each week
a. Call your list of Realtors
i. Log the Outcome
ii. Log the Attempt Number
iii. Log notes as needed

I have built a system inside my CRM to allow you to do the above and track outcomes and progress. The way this will be done: call as many Realtors as possible each week and do that above. After 12 attempts to have a conversation, remove that Realtor and add a new one.

Once you have a conversation and they agree to “start sending us leads,” you will call those Realtors 12 more weeks. If, after 12 Weeks, you still don’t have a lead from that Realtor, you will remove them from your list.

When they do send us a lead, you will follow the Referral Partner VA Earned Time Process below. You will be working out of a CRM to enter/update records and also using RingCental to place the calls. I will supply access to both softwares, you will need a good headset, a highspeed internet connection that’s stable plus a computer to work from.


PROCESS: Referral Partner VA Earned Time Process
Task: Calls – Cold or Lead Follow Up

Kick Off Email Template: Lead Follow Up VA – this template would outline the information we need in order to make the calls on behalf of the Realtor. We can provide sample calling scripts or they can provide scripts to us, but we will use scripts. We will also need a list of who to call, along with their name, mobile number and email address. For each call we make, we will follow up with an email and a text, regardless of the call outcome.


Email Templates/Reports to Create:
1. Template: VA Offer Explanation
a. How it works
b. The benefit to them
c. How to Accumulate Time
2. Template: Kick Off Email
a. How to get started
i. Create form to get started
1. Include Scheduling Time
2. Include Uploads
a. Call List
b. Scripts
3. Include VA Selection
b. Instructions for how to upload the list
c. Instructions for how to upload the scripts
d. Instructions for how to schedule the time to place calls
e. How much they have in Time Accumulated (30 minute increments for leads, 8 hours for closed loans) (for now, this will be manual)
i. Time scheduled will be deducted from Accumulated total
3. Template: After Call Email Based off Outcome
a. Left Voicemail
b. Conversation
c. Hang Up
4. Template: After Call Text Based off Outcome
a. Left Voicemail
b. Conversation
c. Hang Up
5. Report: Post VA Worked Time Report
a. Create automated report with the following
i. Contact Info
1. Name
2. Phone
3. Email
---------- ll Outcome (Conversation, Voicemail, Hung Up, DNC, Bad Number)
---------- ll Notes/Follow Ups



Per Loan and Monthly BONUS:
As part of this position, you will be paid bonuses. These bonuses are based off our business model: commission for loans closed and funded.
We are mortgage brokers, which means we don’t get paid unless the loan closes and funds. The average loan size is $280,000 for us but commissions are paid based off the actual loan amount. Your bonus is 2 BPS of the loan amount with a 2 BPS bonus for loan amounts totaling $1M per month.
Here are examples of bonuses (loan amount * .0002):
Loan Amount: $164,000, 2 BPS Bonus - $32.80.
Loan Amount: $480,100, 2 BPS Bonus - $96.02.
Loan Amount: $369,685, 2 BPS Bonus - $71.94.
As an example of our weekly volume (if this were your bonus):
Last week - $164,000 ($32.80)
Week Prior - $783,860 ($156.77)
Week Prior - $545,000 ($109.00)
Week Prior – $1,523,870 ($304.77)
How the monthly bonus works: on the first of each month, I review the last months closing and add the monthly bonus to the first Friday ---------- ing the above weeks as an example (as if all were in July):164000 + 783860 + 545000 ---------- = $3,016,730 (over $1M). Monthly Bonus = $603.35