Business Plan for a Mortgage Adivsor

Sales and Marketing Plan
Considering each business targets listed, the specific sales, marketing and outreach activities that must be executed to achieve the monthly unit production goal are as depicted below; the frequency (daily, weekly, monthly etc.) for each activity has also been noted.
1. Target: Existing homeowners
Activities:Frequency – daily/weekly/monthlyBuild better communication channels with the existing clients, for example contacting through technical platforms like the e-mails and your websites.1/monthIncent for referrals, for example, introducing a percentage commission for every successful referral1/weeklyEndow the client contact teams for better transactions and clientele serviceDailyLeverage on transaction processes, for example, use of online cash transactions and offer for security solutions especially privacy protectionweekly
2. Target: Realtors
Activities:
Frequency – daily/weekly/monthlyMaintain connection through proper onboarding programs; this would strengthen the relationship with the realtors.monthlyIncreasing partnerships to extend beyond the traditional practices which would open channels to present their product or services.WeeklyUsage of interactive channels like e-marketing platforms that would provide access to a range of different products in the market and the market’s preference. DailyProviding detailed reports and statistics of the products or services whenever the realtor is carrying out a transaction which would depict the professional aspect of the mortgage advisor Daily
3. Target: Immigration settlement agencies
Activities:Frequency – daily/weekly/monthlyDiversify delivery channels, for example, the mortgage advisor could introduce better platforms for the agencies to present their products or services and even communicate to them especially the online platforms.weeklyIntegration of the current economic trends and lifestyles in the market when negotiating the deals with the immigration settlement agencies.DailyIncorporate these agencies’ vision in working out mortgage products/deals which would build up on the relationship with these agencies.DailyResearching on the preferences of ethno-specific groups as well the mainstream products and services.Daily
4. Target: Property Managers
Activities:
Frequency – daily/weekly/monthlyIncorporating digital technologies, for example, projectors, online data, and online programs during presentations.dailyGood communication and clientele handling is a sure way to market the mortgage advisor products and services and will surely improve their relationship while attracting more clients through referrals.dailyProvidence of detailed reports and professional designs of the products or services by the mortgage advisor to the property manager.dailyIntegrating end-to-end platform which would offer a ready platform with the re...