Lead Driven

Agent Training: Lead Driven Sales

Product Training

Dialing Tracker
- Use the Dialing Tracker to track your weekly dialing activity.
Scripts
- A Lead Call Script (click here)
- B & C Lead Call Script (click here)
D Leads / Final Notice Mailings
- Video training with Nick Theodore (click here)
Interactive Voice Response Leads (IVR)
- Call Script (click here)
- Live Dials with Pete Beckman #1 (click here)
- Live Dials with Pete Beckman #2 (click here)
- Sample of letter mailed out to homeowner (click here)
- Sample recording from when a homeowner calls in (click here)
General Information
- Standing Lead Orders - How to place a Standing Lead Order (click here)
- Instant Internet Leads - Training video (click here)
- Lead Matrix - Learn how to generate 10 Appointments with each lead type (click here)
- Schedule - Learn how to set and manage a productive schedule (click here)
- Income Calculator - Use this tool to calculate your activity level to generate your target Income (click here)
  (download the Excel file from dropbox after you click the link)
- Booking Leads - Listen to recording below:

Click the plus to expand and access the audio training link.

This training website is designed to equip and empower you to have a fast start in the mortgage protection industry. The information and tools on this site will prepare you to "DO" the job. As your managers, we are here to help you take these tools and resources to show you "HOW" to be successful in your very first week here with The Theodore Group. Under each tab, you will find a brief message explaining what to do to maximize your learning potential and develop the skills needed for success.