Welcome to our first Power Hour!!!

Los Angeles!

North Idaho - fruit!!

Portland... Granola!!!!

OC and breakfastr burrito

Vancouver WA

okay fine, yogurt

Eggs benedict! spoiled myself

Denver - cheese bagel

Michigan Smoothie

Pre-workout and pain

Moscow, Id pancakes

York, PA had lunch for breakfast

Quiche!

Morgan Hill - Protein Bar

BOOOOOOO!!!!

egg white bites

protein shake and a banana

Lancaster. Smoothie and 2 snickers fun bars.

Protein shake

Tucson-Cheerios and yogurt!

TN- nothing

Banana chocolate chip bread and COFFEE

protein shake THEN a slice of a banana nut muffin!

I don't do breakfast either aha

i eat outreach sequences for breakfast thanks to alys

Love your glasses jill

Coffee cake, coffee

Bellevue, cup of coffee

greek yogurt with cinnamon and blueberries added along with avocado toast. Eating now after intermittent fasting

Hi Jill 😊

WI - skip breakfast and just did lunch!

Seattle - Redbull gives me wings!

👏👏

Dallas - Coffee!

HI JILL :) :)

Wrking remote in McCall Idaho! Had a protein smoothie 🔥

Coffee

hi everyone 😊

i'm starving by 10am though. aha 5:55am club

Fasting till noon HST, so only black coffee for me too!

Texas

Lancaster Hi Jill!

Texas Protein shake for bfast, shrimp and quinoa for lunch

🙏

🙏

Thank you for honoring her:)

So thoughtful to open the call regarding thoughts of Lisa Klika

😢🙏

is this going to be recorded?

you nailed it Emily! She was a huge cheerleader for us

I cant let it go without saying in her honor .. GOOO BEAVERS!!!!!!

Yes, this is being recorded

@Jonathan, its being recorded

and where is this tool?

https://www.guildquestions.com/hc/en-us/articles/9758177592595-The-Guild-Edge-workflows

Thomas the Purchase Workflow is loaded on sharepoint

Access it here: https://myguild.sharepoint.com/sites/RetailSales/Shared%20Documents/Forms/AllItems.aspx?id=%2Fsites%2FRetailSales%2FShared%20Documents%2FThe%20Guild%20Edge%2FThe%20Guild%20Edge%20workflows%2FPurchase%20referral%20lead%20workflow%2Epdf&parent=%2Fsites%2FRetailSales%2FShared%20Documents%2FThe%20Guild%20Edge%2FThe%20Guild%20Edge%20workflows&p=true&ga=1

So cute!

haha!

the steering wheel is everything!

Love it

nailed it!

ha

super cute!

🙌

what if you have name and number but no email yet

name phone email

name, phone, email

name, email, phone

name, phine, email

Name, Phone Email;

name phone email

Name, phone, email

name cel email

Name email cell

name number email

• Full Name• Phone Number• Email address for each borrower

name number email

name, email, phone

name, phone email

name phone number email

name, phone email

name ohione emial

name

Full name, cell and email addresses

Name email and number

name phone and email

phone, email

name, phone, email

name, email , phone #

fULL NAME pHONE AND EMAIL

name email and phone

name,phone number, email

👏

Well good question... right now .. you need to reach out and get an email in order to enter to SFbut … we are currently in testing to change that so that you will only need a phone or email

Good news Chad

Chad - If we can start with just one borrower info would be ideal!

state

state

state

state

state

state

State

State

state

state

state

state

State

state

state

state

state

state

state

state

state

Where do I get the step by step guide?

https://myguild.sharepoint.com/sites/RetailSales/Shared%20Documents/Forms/AllItems.aspx?id=%2Fsites%2FRetailSales%2FShared%20Documents%2FThe%20Guild%20Edge%2FThe%20Guild%20Edge%20workflows%2FPurchase%20referral%20lead%20workflow%2Epdf&parent=%2Fsites%2FRetailSales%2FShared%20Documents%2FThe%20Guild%20Edge%2FThe%20Guild%20Edge%20workflows&p=true&ga=1

Thank you

This is the link above... but it is always housed on SharePoint and you can search for Purchase referral lead workflow

why did Jill log a call versus complete a task

In Essence you are telling the system that you reached the client so it ends the workflow... when you hadn't really made contact

I work with Reverse Mortgages and I actually have some clients that don't have an email address. Any suggestions on how to track them?

I have had one client that literally doesn't have an email address... so unless entering bogus email, what is choice?

yes, I work with 1st generation Hispanics and they don't have emails

So track them maybe somewhere else for now?

if you don't have all three then you can't save the contact, correct?

I have had clients creat a new email.

Just a reminder... it is currently in testing to allow name and phone or name and email. so that you don't have to have all three... look for that really soon ..

Enter a task

lead follow up workflow

why when you have an old client in the system, you can't do an invite so they can go in and give an updated application.

Drive to their house!😂

@Jennifer I think you should set up a consultation with your Salesforce Consultant to work out a good strategy so that you can use Salesforce for your clients.

Option 4... on accident lol

Jerry .. you can. if you need help on how to add a new transaction to an existing client we can show you how to do that.

It takes on average 4.2 touches to reach a customer - write that down!

That's such a great little fun fact from Alys! The GUILD AVERAGE is 4.2 touches!

when you set up a task, you stop auto work flo?

No... when you us "Call conversation" .. that is telling the system you called and completed a conversation with the borrower

So the system ends the workflow assuming your borrower is now engaged

Can you please explain the auto drip campaign once we enter a lead or a client completes an online application?

If you make a call and you record it .. choose an option that is not call conversation if you had no luck reaching them. But call conversation is the default

@Ron yes we can have our presenters speak to that. Also there's info about it on the workflow at the bottom of the first column.

Mahalo Emily!

👋😊

Outreach is a GAME CHANGER !!!

🙌

Cant tell you how amazing Outreach is .. plus you get to work with Alys who is a lead Magician

YES!!! 🥰

why not set up s/f for all instead of using third party, charging fee?

"Leads take effort." Love that!

You bet Karisa… we will show you .. its called a split view.. super simple.. we will review it

@Karisa agreed with Chad, we'll circle back and show that again. Isn't that a cool trick??

Matthew, Outreach isn't a Salesforce application its a third party that guild has worked to sync with our Salesforce as an option for those that are committed to lead follow up

Those that aren't committed to at least 4.5 touches per lead may not use the system to its fullest.

So at this point they left it as a membership type program for those that have the commitment

Outreach is beautiful... what the heck...

how much is outreach monthly?

I'm sorry but where do you start with that again?

99$ a month Tonay

Ron .. do you mean Outreach?

With the sales cycle averaging 3 months to 9 months for pre approval to contract, OUTREACH allows you to move clients into a sequence that helps you stay in front of your pre approvals, credit repair customers, and your waiting to buy clients with a 361 day predetermined sequence . It also has a post closing sequence to add clients to gain referrals post closing - AMAZING !

Disregard my question. I see you have to sign up

if so .. I am going to give your name to Alys and she wil reach out... she makes this system soo easy and she is really thorough.. she will give you a personal demo

is outreach bdap-able?

https://www.guildquestions.com/hc/en-us/articles/360055557593-1-0-Outreach-Overview

I am 87.6% sure that it is something you can use BDAP for

it is!

ok.. I am 100% sure now

TY!

Do you have to manually set up the workflow or does it do it automatically?

its built in and free in Salesforce but you do have to choose to start it

@Scott it requires a manual set up

outreach includes texting, or do you still need to pay for the texting functionality?

👍🏼

Outreach has texting built in.

I want to talk asap

lol

Oscar.. you will love outreach

This View that she is showing you can be used in any of the list views

game changer

It truly is!

Thank you!

with outreach do engage emails still make sense?

Thank you all so much for your time and tips!

OUTREACH

lol

split view 100%

I think they do Oscar .. sending product info

leadworkflow

OUTREACH

Split View and workflows

How much does outreach cost?

split view

lead workflows

and flyers via engage are still important while using Outreach

Signed up for Outreach

SFConsultants@guildmortgage.net

team member has to be LOA/TC?

or can it be a LO that assists me?

that email will get you an email to set up an appointment with you rConsultant in your region

When is the " connect with the borrower" webinar?

they are super happy to walk through any of this

@danny coming soon! should be in the coming week or 2

https://www.guildquestions.com/hc/en-us/articles/360049330973-Lead-Follow-Up-Workflow-Overview

Is there a way to see what the workflows look like?

For example, portfolio purchase

@scott that article shows you what they look like

Scott the link just above your questin

has the article

can Jill show how to send the sms text message after the initial phone call follow up.

Shelly, we can show how to send that just one second

you can change the LifeCycle Stage to one that will allow you to start a Workflow if need be.

Shelly, keep in mind that SMS texting in SF is a paid service.

I keep running into 'We hit a snag'.

If we mark the contact as lost for whatever reason but put them into a unresponsive workflow, will they still get those 4 emails through the workflow?

thank you

is a group bomb bomb advisable and can text be group

Can you set up templates in SMS

How much is the SMS service in SF?

Oscar.. in reverse order.... Texting goes directly to one number in SF so a group text is not posssible

Do we have any Spanish Drip Campaigns yet?

group bomb bomb's on the other hand can be accomplished and would be brilliant f you had a general message to send to a group of people

Perfect! Thank you

Yes. we do have spanish

Your must mark the contact as a Spanish speaker

Yay haha 🎉

Thank you!

Great information, thank you so much!

great job everyone!!

Good Job Jill! I am your biggest fan!

great call - thanks guys!!

ty :)