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Tom Ninness—Cherry Creek Mortgage
Synergy Team,
I just have to say that I have been so pleased with SAM.It’s as though I’ve had my own personal assistant in my office without having to deal with training, sick days, and benies. When I spent a few weeks in Australia last fall, I knew that SAM was watching over my clients every week and it would look like I was doing the work. It’s great to know that when I’m out of the office on vacation, SAM continues to work for me.
SAM has provided lots of great ideas for my key referral sources. It’s been an exceptional way of keeping my A, B, and C clients “warm” with my not having to do the work of it. My A/B/C clients like it because it’s not the usual “rah-rah” marketing pieces that they receive. It’s information that helps them with their business and personal lives based on information about them that SAM helps gather. I found that the harder I worked with SAM, the better it worked for me!
Thanks, SAM, for helping build my business!
Sincerely,
Tom Ninness
Cherry Creek Mortgage Company
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Bob Donnelly—Home Express Mortgage
Dear SAM team,
I am really impressed with the SAM system! It truly is the most amazing system I have ever seen. Kelly and Mark called me on a Wednesday, and the first batch of communications started going out on my behalf on Friday. I got a response almost immediately from a custom e-mail to one of my top 10 people, telling me how much she appreciated that I was so concerned about her wish to be able to spend more time with family. She said she could tell that I cared.
Mark told me that I would find some recipients who wouldn't be interested in my help, and I'm even excited about that because I have so many more that I can add. I obtained the directories of several organizations I belong to and never realized how much potential I've been missing over the years.
I'm always so busy that it's been extremely hard for me to maintain consistency in building professional referral sources. It just makes good business sense for me to use SAM to develop any professional referral source, from a financial planner to an insurance agent, corporation, doctor, attorney, chiropractor, or any small business owner or employee. I was shocked at how easy it was for me and at the minimal amount of work that I had to complete. My SAM team did almost all the work for me, and I really like the finished product. The communications are brief and to-the-point, loaded with ideas to get my referral sources thinking about how to improve their own business. But the best part is, they are directed back to me for more information, and I now become a partner in helping to expand their business. What a concept!
Now that I have a personal sales assistant I can count on (SAM), I can feed the system with names and information and know that consistent action will be taken on a regular basis. I have accomplished more in two weeks in implementing a turnkey referral development system than I have in the referral source area in the last ten years.
Thanks, SAM development team, for helping me put systems in place which help my business to grow even when I'm not working on it.
Sincerely,
Bob Donnelly
Home Express Mortgage
Dear Team,
I am very pleased by and satisfied with the information in all the materials you send to my clients and referral sources, not only with the all important content, but also with the equally important presentation. It is truly wonderful to see correct grammar, punctuation, spelling, and complete sentences along with thoughtful and stimulating messages. What a great concept, but far from the norm in these days of "sound byte" messages. I am proud of the way in which I am represented in the TimelyTips newsletters, post cards, e-mails, and phone calls. If I have not already told you this, I have been remissed. If I have told you, it bears repeating.
You guys are the best! Bob
Synergy Team,
I just want to say that my Realtors tell me how they are WOW'ed by the persistent, consistent communication that "I" send to my Realtors showing them that "Bob's for real, Bob's in the game." You and I know that it's not just what I'm doing; it's also thanks to ActionVision which helps me plan my every step so I can keep focused on the big pieces that are the most beneficial to my business; it's the dynamite combination of MaxSys {monthly newsletter system) and SAM {e-mail/phone/mailing combo system} that are helping me build my referral base with much less stress and effort on my part - they help to carry the ball to the ten yard line so I can go in for the touchdown. What I especially like is how MaxSys and SAM work together to show my referral sources that I'm serious about helping them build their business. MaxSys has a "homemade" feel to it that allows me to show how much I care for my referral sources and clients. SAM gives this a different kind of twist to help me gain the trust and respect of my referral sources, while letting me help them with their business, in hopes of my gaining some of that new business they otherwise would not have had.
Thanks for making my life run so much more smoothly, team. One of the best perks is that the time I save using these systems lets my wife and I visit our daughter and her family in Florida twice a year the past two years, where we never went more than once a year in the past.
Bob Donnelly
Home Express Mortgage
Chicago
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Andrew Ramir—Lakeside Mortgage
The customized e-mails that my project leader sends to my referral sources sound like they're coming right from me.
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Bryon Pyle—Crossmark Financial
Hello, Mark!
In response to your questions about SAM,
1. Why do you believe having SAM as your sales assistant, is better than hiring a full-time person to do the development of your professional referral sources for you? SAM as an assistant is much better than hiring my own full-time person because the cost is less, but the knowledge base and skill level is much higher than what I could put together. The contact and marketing package that you have put together is very good and very full and complete.
2. What was your biggest fear in using SAM and how do you believe that fear could be overcome? The fear of SAM has been the unknown: how it really works, the perception of what the clients will think, etc. However, after using it for just a short time, I am seeing positive results. Sure, some prospective clients will get turned off, but my main concern is to get new clients. Therefore, I am not as concerned about prospective clients that I may not ever get anyway. Thanks for your help and efforts!
Sincerely, Bryon
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Linda Alexander-ReMax Classic
Dear Mark,
I wanted to let you know how much ActionVision is helping me. I got so much out of you monthly coaching call. I always look forward to it and come away energized. I just wanted to let you know how important it is to me for both my personal and business life.
Also, I'm pleased with the SAM system I started recently. I just have to ask how did you get 30 cpa e-mail addresses so quickly??? This is great! In response to my very first message to those in my database, I have already received a quick reply form one of my "Top Ten" people; she personaly is going to be in the market soon to purchase a home and will be using my services--all thanks to SAM. Thank you so much.
Sincerely,
Linda Alexander
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Andrew Ramir-Lakeside Mortgage
You don't know me, but Mark Boersma said you had expressed some interest in SAM and asked if I would be willing to share a letter with you that I sent to Synergy. I really can’t say no to a company that has done so much to help me and my company reach levels that I never thought were attainable.
Here it is…
Dear Mark,
I just wanted to give you a quick note to let you know that you didn't do a very good job at explaining SAM at first. I was under the impression that you would send some e-mails with my name on them to my database and charge me a monthly fee for this service. WOW--I now realize how wrong I really was!
As you know, I have only been on the system for two months now, but I am already getting great responses. SAM is really powerful and easy to use. It doesn’t take much of my time, and it's reasonably priced when I think of all the work that is being done by my team!
You've assigned me a team of four individuals who all seem to care about my business as much as I do. Kelly, my SAM project leader, is absolutely awesome. She and I work very well together. Chrissy is doing a great job in managing my master SAM database, and Deana is doing a great job with calling people to get their e-mail addresses and gathering data. I also appreciate your willingness to personally work with a few of my top people and use your position as president for my benefit.
Obviously, the four years of R&D you put into SAM has paid off. I can't wait to see where you take SAM over the next six months.
Sincerely,
Andrew Ramir
President
Lakeside Mortgage
I consider the Synergy team my personal friends. Kelly has even said that I'm one of her best SAM clients! All I have to do is make a few phone calls a week and see my business grow even when I'm not working on my business. So, as long as you're not in one of my targeted areas, I would be willing to provide you with some suggestions on how to get the most out of SAM.
--Andrew
P.S. I've encouraged five of my new prospects to implement ActionVision, and two of them have. I worked on one guy for six months and didn't get a single lead. One month into ActionVision, and he was referring me a good portion of his business. The other referral source is making huge changes in his business, and I'm making all my systems available to help him grow his business. It's great for them and unbelievable for me.
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Sean West—Cherry Creek Mortgage
Dear Mark,
Words cannot express how much my business life has changed just knowing you and your team are in my corner. This month I am financing Andy Jackson's purchase of the Berckmoes property which he will lease option to a client who can't qualify right now. I am also financing Russ and Kristen Berckmoes purchase of their new home. Total of the two transactions is over one million dollars. These closings are the direct result of Synergy Solutions staying in touch with my clients for me through the SAMs program. I know I could not stay on top of all my daily workload and still touch 70 Realtors without help.
Again, thank you and the Synergy Team for all your help.
Sean West
Loan Consultant
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David Dykstra-GSF Mortgage
Dear Synergy team,
I began SAM, Jr. in April '02. It provides me with conversation starters for my phone calls to my Realtors, and (even more importantly) it helps me gather information about them before I even make the first call. For the Realtors that I already had a relationship with before I began SAM, Jr., the system helps me keep in touch w/ them no matter how busy I am.
A Realtor contacted me this week who I haven't spoken to in over a month and sent me a great lead! That wouldn't have happened if my referral source efforts were all dependent on me. SAM, Jr. was contacting these people even when I wasn't able to.
Thanks again for all your help, team! SAM, Jr. is making a big difference in my business.
Sincerely,
David Dykstra
GSF Mortgage
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Sean West-Cal Bay Mortgage
Hi, Mark, Kelly Jon et al.!
Wanted to share my SAM success with you:
For my SAM calls this month (which I haven't made for three months), I left a simple message: "We've been sending you some free business-building ideas via post cards and e-mail. I'd like to know if you found them beneficial and want to continue receiving them. I only want to focus my energies on people who benefit from my efforts. Just call me and say 'yes' or 'no'. You wont hurt my feelings if the answer is 'no'. I simply want an answer."
I got a couple of "no's" which isn't surprising! There will always be people who aren't interested in developing their businesses. I did, however, just receive a call back from a successful broker here in town who has 50 Realtors in his office. He said he loved the material and always reads it, and as soon asthey get moved into their new office, he wants me to come for an in-person presentation. Naturally, I have my presentation tools ready!! I want to emphisize I never spoken with this broker before, but because of what SAM has done for me bhind the scences. The conversation sounded like we were old friends.
I also have one lunch appointment and one other great lead for a potential source of business!
Boy, will I make sure to make my calls consistantly now that I see the benefit. Thank you for hanging in there with me!
-Sean West
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Dana Shawgo-Interfirst
Thank you so much for taking the time to go to my company's web site and research the markering materials we offer our clients. Your most recent SAM contact did an excellent job in summarizing many of the web sites features. This is exactly the type of information I want to disseminate to my clients. Please continue the excelent work. I will continue to refer my clients to you for additional support and training.
Thanks,
Dana Shawgo
Senior Account Executive, Officer of ABN AMRO
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Don Crozier-RSN Lending
 
Thanks for the help on SAM. It’s going great so far! Did you know that Mark told me recently that I have increased my leads from referral sources by almost 400%? Working SAM and ActionVision together has been a real benefit to my business.
Speaking of AV, Mark also mentioned that I had a 16% increase in work productivity in 2002. Since I’m officially more productive, I’ll be taking that month-long vacation now! You guys can run my SAM for me while I’m gone…
By the way, I had lunch with John (one of my referral sources on SAM) last Friday at his request. He was very interested in the program(s) that I am on with Synergy. He is looking for something to move him to the next level. You know, the one where he isn't riding the roller coaster of good and bad months.
Of course, I talked your team up. Give him a call. I'm sure you will be able to win him over.
Have a great day,
Don Crozier
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Ted Trulson-Wealthbuilders Mortgage
 
Dear SAM team,
Thanks for all your help with contacting the referral sources I put on my SAM system! I remember you saying not expect any (or very many) responses until I'd been on the program for 6 months, but I've only been on for two and a half, and already I've gotten four great responses! The system is warming up my referral sources up for me and helping me determine who's ready for some extra attention and who's still a lower-level prospect. That keeps me from wasting time on C's when I have warm A's and B's ready to speak with me. I look forward to developing even better relationships with the four people who have responded and getting more responses out of my other prospects. Thanks for all your help.
Sincerely,
Ted Trulson
Wealthbuilders Mortgage Corporation
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Chris Zadra-Cherry Creek Mortgage
 
Hi, Synergy Team!
I just wanted to let you know how excited I am about my SAM system and the great job Donna (my phone team leader) has done on my account. She gives me personalized service every month with each new mailing that goes out. We discuss the nature of the mailing and decide together how I want to approach my professional referral sources.
The response from my referral sources has been overwhelming; I can expect to get at least 2 or 3 appointments every month that Donna sets up for me. In fact, one week I got 10!
The thing that I like most about my SAM system is that it helps me to stay in touch with my B and C prospects that I don't have time to contact every month. It also helps to keep me in constant touch with my A prospects! Donna is very likeable and warm on the phone; she gives my prospects the feeling that she is part of my team and that they are being touched by me directly, and not by an assistant who is just doing the work because I don't have the time. It's a very personalized call.
I feel confident putting my reputation--and that of my company--in her hands.
Thank you, Synergy, for helping me develop my business every day!
Sincerely,
Chris Zadra
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Ann Pletcher-First Carolina Mortgage
 
Kelly,
I know I’ve only been on SAM, Jr. for less than a month, but I did want to let you know that I’m pretty impressed so far! One Realtor that I used to have contact with in the past but had lost touch with sent a lead after the first e-mail! You told me not to expect anything so great so soon, so I was very pleasantly surprised. If SAM, Jr. can just keep my contacts warm and get my name and face back in front of some of the people I used to speak with more regularly, I’m confident I’ll be able to convert more of them.
Thanks for keeping things running smoothly and helping me get off the ground quickly!
I look forward to getting where SAM, Jr. will take me in the coming months.
Sincerely,
Ann Pletcher
First Carolina Mortgage
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Al Williamson—Compass Mortgage
Just wanted to let the Synergy team know that a combination of my MaxSys newsletter and follow up letters/postcards/phone calls through the SAM system has resulted in a possible purchase. Their house is sold and they are going after one of two new homes in the area. I was selected to do their mortgage based on my follow up letter to the monthly newsletter. This is a small % of the Arrowhead target area, but it is a start. It is early in the process, but I feel it will go through. Their house is sold, and I did a pre qual today for the buyer and realtor for the first offer.
I have also had good reviews on the newsletter when I talk with people on my follow up calls. Actually, the ladies like it, but when I get the man on the phone he is not aware of it (or he will not admit it).
I just wanted to pass on some good news to Synergy.
Al Williamson
Compass Mortgage
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Carol Tuttle—Cherry Creek Mortgage
Kelly, you are SO good at these calls.... VERY impressive. I can't believe you got THREE appointments in just one calling session..... bet your dialing finger is sore.
I really appreciate your extra effort to try to get REAL people..... much more effective than leaving a message... especially now that we have PUNCHED up the live message.
Keep up the fantastic work!!! I really appreciate your special touch.
Carol
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Stan Lambert—Residential Loan Star Mortgage
Mark,
OK, I'd admit it. Kicking and dragging my feet, I admit it. YOU WERE RIGHT about SAM.
I began the SAM system a couple months ago. Due to the volume of unsolicited business from my own clients, I diverted all my energy to servicing their requests, putting no effort whatsoever into SAM. I believe that was the correct decision since it benefited my clients and created over $120k in profit in three months.
I expected the SAM process to remain in neutral, and I fully intended to engage once I got over the refi bulge with my own clients. Instead, my SAM team started the process without me and already has some interested referral sources. It's amazing what has been done WITHOUT any help from me.
Now that the refi bulge is over, I can concentrate on the marketing aspect more, which is what I really enjoy. About 60% of my business is purchase, so I'm still in good shape. In fact, I'm a little concerned about SAM over-producing!
Stan Lambert
Residential Loan Star Mortgage, Ltd.
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Jayme Huston—Wealthbuilders Mortgage Corporation
I just wanted to let you know how happy I am with SAM for Teams. We have gotten several responses from our referral sources that we have on our SAM systems. With the last round of calls that went out on our SAM list, Kelly L. had set an appointment for every member on our team that is using our SAM for Teams system. I have been very impressed with the response we have received. Keep up the good work.
Jayme Huston—Wealthbuilders Mortgage Corporation
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Shelly Grabow—Wealthbuilders Mortgage Corporation
Success!! I have an appointment set with the entire ReMax office!!!
I am very excited about this; it is an account I have been working on for a long time and finally the timing is coming together. I know a lot of the success in setting up this appointment comes from you doing the Executive interview and I want to acknowledge that and all of your hard work. I really appreciate it, thanks so much!
Shelley Grabow
Wealthbuilders Mortgage Corp.
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Maria Bollak-GSF Mortgage
Dear Mark,
I have been working with Kathy as my SAM phone person. I would like to comment on her service. She is helpful, personable, available, responsive, and generous. I have total faith in her calling my SAM clients, knowing that she is taking good care of both them and me. I would like to share a story with you that exemplifies Kathy's work. I recently received a voice message from a SAM client who said that she "just wanted to return my call." From the tone of her voice, I thought she felt she didn't appreciate the SAM contact. I was pretty shaken and didn't know how to handle the situation. I called Kathy. She offered to call the client back, but I wanted to do this myself. Kathy coached my for about an hour-quite effectively, I might add. I immediately called the SAM client and had a great conversation. She did want to be taken off of the SAM program, but with Kathy's help, I was able to turn a negative into a positive.
In case it is not self-evident, you can consider me to be a raving fan of Kathy's! Kudos to you for finding her, and thanks for sharing her with me. It's a pleasure to be working with her.
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