Job Description
Morning Tasks :
- Review the Notice of Trustee Sale List :
- Spend 15-30 minutes reviewing the latest notices. Identify properties that catch your interest based on location, price, and potential.
- Research Properties :
- For each property of interest, gather additional information :
- Property details (size, type, condition).
- Market value and comparable sales in the area.
- Current ownership and mortgage information.
- Identify Motivated Sellers :
- Look for patterns or signs of motivation (e.g., properties with equity, high loan-to-value ratios).
- Make a list of properties that have potential for negotiation.
Midday Tasks :
- Prepare Outreach Materials :
- Create personalized letters or postcards to send to property owners.
- Develop a script for phone calls if you plan to reach out directly.
- Contact Property Owners :
- Spend 1-2 hours reaching out to owners via phone, email, or direct mail.
- Aim for a specific number of contacts each day (e.g., 5-10 owners). Afternoon Tasks :
- Follow-Up :
- Follow-Up :
- Review notes from previous contacts and follow up with owners who expressed interest or need more time.
- Keep track of responses in a spreadsheet or CRM system.
- Network with Professionals :
- Spend time connecting with real estate agents, attorneys, or financial advisors who may have insights or connections regarding the properties on your list.
Evening Tasks :
- Analyze Leads :
- Review the responses and leads generated throughout the day.
- Prioritize follow-ups for the next day based on interest level and urgency.
- Document Your Progress :
- Update your records with notes on conversations, follow-up tasks, and any new insights gained.
- Reflect on what strategies worked well and what could be improved.
- Plan for Tomorrow :
- Set specific goals for the next day based on your current progress (e.g., reach out to a certain number of owners, research additional properties).
- Prepare any materials or scripts needed for the next day's tasks.
Skill Set
- Strong CRM Experience (setting one up from scratch) - including automations for call / text / email
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