10.2.25 Estate Planning and Reverse Workshop Part 2

File Downloads

Email Template to Referral Partners

Workshop Slide Deck

HECM Tool Sales Strategy Call – Training Recap & Action Steps

Key Takeaways from the Workshop

  • Small group = big results: Only 13 attendees, but yielded 2 high-value prospects worth ~$30K revenue.
  • Referral partners matter: Financial advisors and CU branch managers add credibility and goodwill.
  • Marketing gap: Strong partner promotion, but missing direct mail limited attendance.
  • Cost efficiency: ~$250 investment (split) created massive ROI potential.
  • Format works: Attorney + Loan Officer + Credit Union partnership builds trust.

What Worked

  • Leveraging referral partners with template emails and co-promotion.
  • Using a QR code landing page for easy registration.
  • Running an automated reminder email sequence to boost attendance.
  • Providing food created a welcoming environment.

What Didn’t Work

  • Direct mail not approved → missed opportunity for higher turnout.
  • Reliance on partners and Facebook limited reach.
  • Attendance was smaller than potential market.

Action Steps for HECM Tool Users

1. Replicate the Winning Format

  • Partner with an estate planning attorney and/or credit union branch manager.
  • Co-host a 90-minute educational workshop (estate + reverse mortgage).
  • Provide simple, clear next steps: QR for “Fit Call” or “Estate Review.”

2. Marketing & Promotion

  • ✅ Use HECM Tool referral partner email templates to invite attendees.
  • ✅ Always set up a landing page with QR code for RSVP and reminders.
  • ✅ Run email + SMS reminders (HECM Tool automation or CRM).
  • ✅ Use Facebook groups to promote locally.
  • ❌ Don’t skip direct mail → push for postcard campaigns (proven attendance booster).

3. Partner Engagement

  • Encourage partners to speak briefly (like CU manager on HELOCs) to build goodwill.
  • Provide co-branded materials (flyers, postcards, landing pages) via HECM Tool.
  • Follow up with partners post-event to nurture repeat workshop opportunities.

4. Cost & ROI Awareness

  • Budget ~$250 per event (venue, food, printing).
  • Track ROI potential vs actual (use HECM Tool dashboards for conversion tracking).
  • Even 1 closed loan can 50–100x your cost.

5. Rinse & Repeat

  • Run these workshops every 60–90 days.
  • Track attendance → prospects → meetings → closed loans.
  • Optimize each time: test mailers, ads, and follow-up scripts.

Your Next Step as a HECM Tool User:

  1. Schedule your next workshop date.
  2. Secure an attorney + referral partner co-host.
  3. Build your invite list with TitlePro247 filters (61+, 60% equity, $800K+ value).
  4. Launch postcard + email campaign with QR RSVP page.
  5. Use HECM Tool to run live case studies during the event.