Onboarding Flashcards
What 4 Letters Explain the Patten Sales Process and what do they stand for?
ICMF - Identify, Contact, Meet, Follow Up
What amount does an agent have to do in a 12-month timeframe to be considered “qualified”?
$3 Million
What is the definition of a pitch?
In person and must ask for a deal
When are activities due to be logged?
Every evening, by end of day Friday at the very latest
What are the weekly soft skill requirements?
15 Conversations, 25 Ninja Emails, 7 Ninja Handwritten Notes, 7 Ninja Popbys, 5 Pitches
What are the quarterly requirements for each Ninja on your Ninja List?
3 Conversations, 3 Emails, 1 Handwritten Note, 1 Popby
What are the tools that we use to add value to our clients?
Patt App, Breakthrough Broker, TitlePro247
What are the 3 Uniques of Patten Title?
VIIP Service, Solutions Oriented, True Partner
What does “VIIP Service” stand for?
Very Intensive Individualized Professional Service
What are the 3 types of clients?
Current, Past, and Prospect
What is the definition of a Current Client?
An agent that has sent us a deal within the last 90 Days
What is the definition of a Past Client?
An agent that has sent us a deal before, but not in the last 90 days
What is the definition of a Prospect?
An agent that has never sent a deal to Patten Title
What requirements does an agent have to have to be considered a Ninja?
Do over $3 million a year in LIST SIDE production, be a Prospect, and be under your ownership in the CRM
When qualifying an agent, what type of production do we look at?
List Side Volume
On your Dashboard, what does the “Deal Flow Calls” section show you?
Any deal that has been opened or closed with Patten Title by an agent that is owned by you in the CRM, as well as the Non-Directing Agent on that deal if not already owned by another Business Development Rep in the CRM.
On your Dashboard, what does the “Hot Sheet Calls” section show you?
Any property that has gone live on HAR by an agent that is owned under you in the CRM.
What does “SOB” stand for?
Source of Business
What does “NDA” stand for?
Non-Directing Agent
