THE THEODORE GROUP
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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)
    • 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)

Audio Training

​Click the plus to expand and access the audio training link. 
EXPECTATION FOR SUCCESS
Find out what it takes to earn the income that you are looking for.  It's a simple formula for success.
​
Listen Here
In-Home presentation with eric valdez
Click for Presentation
Underwriting with nick theodore
LISTEN HERE
Phone Script by Bill Martin
​Bill Martin an owner of Equis explains exactly how overcome objection when setting appointments.
Bill Martin Phone Script
IN-HOME Presentation and Phone Scripts by Rob Jones
Rob Jones an owner of Equis and the premier expert on setting appointment, explains exactly how to set and run appointments.
RJ Phone
RJ Presentation
IN-Home PRESENTATION Tip from Top Producers 
Learn from the best. 
LISTEN HERE
New lead SYSTEM training - barry clarkston
This audio explains the new lead training system.
LISTEN HERE
Top Producer Rick Houzouri 
Learn from top producer Rick Houzouri
LISTEN HERE
​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.
  • Home
  • New Agents
  • Agent Training
    • Lead Driven
    • Self Driven
    • Weekly Sales Tips
  • Conference Calls
  • Agent Tools
  • Underwriting
  • Bonuses
  • Careers