Tuesday Update Calls and Pre-Approval Follow-up Guidance

Tuesday Update calls and Pre-approval Check-ins are a weekly task, proven to help YOU earn more business. Use the following resources to master both workflows. Remember, it's important to log tasks and work the dashboards each week to get your lists down to ZERO!

What's in it for you?
Your Tuesday Update Game Plan
Your Tuesday Update Call Scripting
Your Pre-Approval Follow-up Game Plan
Video Library
Additional Resources

What's in it for you?

Happier Borrowers & Partners! More loans, more referrals, and better lead conversion.

Communication is key! Do your Tuesday Update calls and Pre-approval check-ins and watch your business increase. Watch the video above to hear it first from Carlos Ramos, on how Tuesday Update calls alone have changed his business.
Having a system in place will help you prioritize your daily activities and choose to take actions that will help you move the needle to achieve your short and long term goals.
Peace of mind knowing you can ditch the guesswork, and trust in your system to serve up quality and exact information your borrowers and partners want to hear.

Your Tuesday Update Game Plan

Preparation = The fastest and easiest Tuesday Update call ever.

Even if you've never made a Tuesday Update call before, anyone can follow the steps below to make this activity a walk in the park.

Get ready . . . Get set . . .

Collaborate with your Ops partners so files are updated every Monday, or else you wont have an update to make!
Get those updates pushed into the next steps field in Salesforce
Ensure the buyers and listing agents are entered into LoanHub/MyKey Online App on the loan
Make sure you create a private partner version of the agents if you don't have one already. This is the only way you can log these tasks and see their mobile numbers!
Schedule a time block on your calendar to make the calls every Tuesday

GO!!!

Find your Remaining Tuesday Updates This Week, right on your Loans Dashboard in Guild360. Don't forget to hit refresh!
Use the My Purchase Tuesday Updates To Call list view and the My Refi Tuesday Updates to Call list view. To work through it super fast, use the split view!
Start making those calls! See the scripts below for ideas.
Log that call against the transaction to get credit
Do it all again next week! 😃

Your Tuesday Update Call Scripting

Here are some key tips for making those calls:

Always branded: Hi, this is Joe Smith from Guild Mortgage, I'm calling to give you the Tuesday update on the Rose loan.
Set Expectations to reduce the number of inbound calls: I will call you every week to provide you an update, even if nothing is happening or needed.
Key Messaging: This is where we are at... We are still on track to close on time. This is what we need for the next step...
Always ask for the business: So glad we could give you this update this week. Is there anyone else I can do to help you with your business?
First Time Intro to Listing Agent: Just wanted to call and congratulate you on the contract. My name is Joe Smith, my team and I will be keeping you informed all throughout the process. We will be calling you every Tuesday to provide you an update on the loan. We want to ensure we keep you in the loop throughout the transaction. At the end of the loan, if we have kept you up-to-date and we close on time, can I earn the opportunity to take you to coffee?