Employee Training
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Intro to AE Training
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Setting Your Schedule
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Hubspot Overview
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Hubspot Record Overview
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Hubspot Deal Overview
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Hubspot Updates to Contact Record
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Hubspot Setting Up Your Lead Pipeline
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Aircall How To
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Sakari How To
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Hubspot Meetings Links
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Slack How To
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Financing Tools
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Set Your Own Discovery Calls
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Discovery Call Overview
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Discovery Call Intro
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Discovery Call – Expectations
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Discovery Call – Qualifications Part 1
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Discovery Call – Qualifications Part 2
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Discovery Call – Qualifications Part 3
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Discovery Call – Q & A
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Discovery Call – The Close
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Secure Payment Invite
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Member Dashboard Walkthrough
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Hubspot Update Deal Price
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Hubspot Contact Merge
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Objection: Why can’t I do this on my own?
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Objection: High or variable interest rates
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Objection: Bank freezes or calls
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Objection: Is Velocity Banking better?
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Objection: Cheaper competitors
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Bank Qualification – Part 1
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Bank Qualification – Part 2
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Bank Qualification – Part 3
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Bank Qualification – Part 4
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Bank Qualification – Part 51 Quiz
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Question 1 of 24
1. Question
1. Which Software do we use for SMS or Text Message Communication?
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Question 2 of 24
2. Question
2. In an 8 hour workday, how many hours per day should be spent calling leads to set discovery meetings?
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Question 3 of 24
3. Question
3. In your calendar, how many hours are in a single “Power Block”?
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Question 4 of 24
4. Question
4. What are the three mini blocks that ultimately make up one power block?
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Question 5 of 24
5. Question
5. In hubspot, what is the name of the lead/clients profile?
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Question 6 of 24
6. Question
6. How Should Every Discovery Meeting be conducted?
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Question 7 of 24
7. Question
7. Follow Up Calls are required to be conducted via google meet.
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Question 8 of 24
8. Question
8. If a discovery meeting is a no show, what properties should be updated to reflect the outcome?
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Question 9 of 24
9. Question
9. If a discovery meeting turns into a sale, what properties should be updated to reflect the outcome?
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Question 10 of 24
10. Question
10. Ideally, how many times per day should someone on your “Hot Leads” pipeline be getting called?
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Question 11 of 24
11. Question
11. In a perfect world, during working hours when a lead first comes into your hot leads pipeline, how soon should they be called?
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Question 12 of 24
12. Question
12. Worst Case scenario, during working hours when a lead first comes into your hot leads pipeline, how soon should they be called?
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Question 13 of 24
13. Question
13. Worst Case Scenario, what’s the minimum amount of times per day someone on your “Hot Leads” pipeline should be getting called?
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Question 14 of 24
14. Question
14. When Making Outbound calls, what software should you be using?
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Question 15 of 24
15. Question
16. If a discovery meeting is booked and the contact record is missing credit score and/or phone number, what should you do?
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Question 16 of 24
16. Question
17. Out of the main sections of a discovery meeting, which section will you be setting proper expectations for the potential client?
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Question 17 of 24
17. Question
18. When qualifying a potential client, if they are self employed, what is the first power question you should ask in regards to income verification?
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Question 18 of 24
18. Question
19. When qualifying a potential client, if they have a credit score of 580, can we sign them up for Replace your Mortgage?
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Question 19 of 24
19. Question
20. Can 1st lien HELOC’s be frozen?
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Question 20 of 24
20. Question
21. What kind of interest calculation is done for the majority of HELOC’s?
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Question 21 of 24
21. Question
22. What are the three major components that dictate the cost of total debt servicing?
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Question 22 of 24
22. Question
23. The idea of using a 2nd lien HELOC to payoff your mortgage faster is known as…
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Question 23 of 24
23. Question
24. Which product offers better acceleration clauses, credit reporting practices, interest calculation and long term liquidity?
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Question 24 of 24
24. Question
25. Do you feel capable of selling Replace Your Mortgage at a high level?
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