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EPISODE 382

Recession Looming? 3 Power Plays to Fill Your Pipeline Fast

John Donnelly, Strategic Sales Leader overseeing 75 loan officers at Service First Mortgage · Wed, 09 Apr 2025
Agent ReferralsClasses & EventsSocial MediaAI & Technology

John Donnelly breaks down three concrete pipeline-building plays: running agent classes with systematic follow-up, commenting strategically on social media instead of just posting, and using a LinkedIn profile audit as a door-opener with realtors. Best for LOs who are active but not converting activity into consistent referral business.

The money isn't in the class or the event — it's in the follow-up calls afterward, and without a repeatable system for both, you're just networking for free.

Takeaways you can run this week

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The playbook

  1. 1. Identify and qualify a list of active realtors or builders in your market (verify they're closing deals before investing time).
  2. 2. Schedule a class — LinkedIn basics, mortgage updates, closing gifts, etc. — and assign a team member to handle outbound calls and messages inviting agents.
  3. 3. Set up a QR-code landing page tied to the class that captures name, email, and phone and feeds an automated email/text drip sequence.
  4. 4. Teach the class yourself so you are the expert and the relationship magnet in the room.
  5. 5. Within 48 hours of the class, personally call every registrant — the phone call is the minimum viable follow-up.
  6. 6. Log all post-class conversations and set follow-up reminders; repeat the class cycle monthly to compound brand recognition in your target market.

Worth quoting

“The money is in the follow-up. After that, that's where you really need leads.”
“You don't rise to the level of your goals. You fall to the level of your systems.”

Best for

LOs who are already attending events and posting on social but haven't converted that activity into a repeatable referral system with structured follow-up.

Links from the show notes

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