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How many customer records do you have? Think about every storage box, every file cabinet, and every laptop or hard drive in your office.
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If you lost even a fraction of those records, would you have $1,000 per record on hand to pay in fines? The numbers are terrifying, and the fines are real. November 1st is the compliance deadline for the Red Flag Rule.




Real Estate and Mortgage Seminars
These Professional Development Seminars ARE NOT approved for CE credit in any State.


SMS 101
Old McBroker Had A Farm

‘Farm’ is a term tossed around in the industry. It refers to direct marketing activities in a specific geographic area, like door-to-door selling, direct mail (surface and Email) and telemarketing. This seminar is an introduction to the elements of a direct marketing plan. It introduces demographic and geographic selection strategies as well as product and target audience analytics. (SMS)

SMS 102
Sell Your Unsold Listings Today

As markets change, successful salespeople change with them. This seminar will reveal the Marketing, Advertising and sales strategic planning used by successful salespeople. You too can learn to turn your inventory quickly, even in a buyer’s market. (DTI)

SMS 103
Overcoming the Toughest Objections

A professional salesperson should never feel backed into a corner with no way out when confronted by a tough objection. Instead, the agent should respond with power, respect and grace while at the same time moving forward to the close. In this seminar, discover the power we all have to objections to truly give VALUE. (SMS)

SMS 104
Mastering Your Listing Presentation

This seminar is designed to help real estate agents of all experience levels to gain the advantage over their competition at the listing table. In this seminar we will discuss the most effective approach to earning the business from the prospect. We will discuss the power behind “Questions” as well as obtaining and remaining in control of the meeting. We will also review closing techniques that have been proven effective in procuring the listing. (DTI)

SMS 105
Marketing, Advertising and Sales

In today’s market place, the ability to communicate is more crucial than ever. Our marketing techniques must be a major priority in the way we influence our future clients. In this presentation, we will learn how to leverage “EMOTIONS” when marketing and advertising our business. We will learn how to use the right words to catch and maintain the attention of our prospects. We will review “FOLLOW-UP” techniques to enhance the marketing pieces the prospect will receive and keep. (SMS)

SMS 106
Leads and Follow-up

Ultimately, what we all desire is…Referrals. How do you keep in a client’s minds without getting in their face? Learn how to leverage the relationships you work hard to earn. Get the Referrals that will allow us to earn more and more every month.

SMS 107
Consultative Selling

Everyone knows that a successful loan originator must share business with a successful real estate salesperson. This session leads both through the steps to set up a mutually-rewarding professional relationship. (DTI)

SMS 108
Staging your success

People buy homes based on emotions. Learn how to work with a home to arouse those buying emotions in a prospect from the second they drive up, until they are done looking through the last closet. Learn how to make the property appeal to the widest range of potential buyers so it sells quickly and at the best price. (DTI)



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