Your Next 90 Days Are Hiding in Your Closed Loans
Lisa Wells | Tuesday, September 15 | 3:00pm CT | 60 minutes, live on Zoom
Why attend
Most LOs are chasing new agents while ignoring the ones who already trust them.
Lisa Wells ran 4.5 years of her own closed loans through AI, and what came back changed how she markets. Most agents who sent her one deal never sent a second. Repeat referrers had gone silent for over a year without anyone noticing. And hundreds of listing agents had watched her team close from the other side of the table and never heard from her once.
"I stopped guessing at my marketing and let the data write it."
She turned that into a tiered agent list, a dated 90-day calendar, and a tracker she now runs her mornings from. She has been executing it since late July.
On September 15 she walks through the exact process, plus what seven weeks of running it has actually produced. Bring your closed loan export if you have it. Some of what you find you won't want to see. That's the point.
What you'll learn
Why your dormant multi-deal agents are the highest-return calls you'll make this year, and how to find them
The listing-agent channel: the warmest prospect list you've never worked
How to tier every agent on proven closings instead of promises
How to pull the export from any LOS, which fields actually matter (including the two agent columns almost everyone skips), and what to check on your company's AI policy first
The three prompts that do the most work, including the one that keeps the output in your voice instead of sounding like a robot
What seven weeks of running this has returned: reply rates, calls connected, and which script died and had to be rewritten
You'll leave with the full step-by-step guide: every prompt, the export field list, and the compliance checklist.
Click here to register!