Welcome New Client David Sheir

John: How did you hear about Vyral Marketing?

David: I became aware of Vyral through Real Geeks. I try to stay on top of real estate trends and what Realtors are using for their marketing to get inside their heads and their world. I was engaging with some of Real Geeks webinars and Hangouts, did a little research, and found that a big driver of their business is Vyral Marketing. Behind the scenes, Vyral was providing excellent service. I figured since they are good enough for Real Geeks, they're good enough for me!

John: Is that what motivated you to get in touch with us? 

David: For a while now, I've been looking for a company to partner with on the marketing side. We have loan officers who are so busy on the production side of things that I want to avoid the peaks and valleys of mortgage origination. I certainly don't have the expertise or time to keep a constant, high-level, steady flow of marketing message out there. So, I've been looking for a partner. In my view, my audience is where the Realtors are having the most success, so after looking at your information, I decided it was definitely the way to go.

John: Could you summarize where you're at with your business and where you want to go moving forward?

David: I started originating back in 2000. My background is in accounting and finance. I'm a licensed CPA in Florida. While I don't practice accounting, I have a lot of experience with it, which is how I got into the mortgage role. I was the CFO for a builder in South Florida from 2000 to 2007, and as part of that responsibility, I started a mortgage company from scratch and grew to about $300 million a year in originations. After the market crashed, I had to decide whether I wanted to go back to accounting. I decided to stay with mortgages because I love the business so much. Through a few different companies, I ended up at Cornerstone Home Lending for the last two and a half years. I run the South Florida market for them - I'm the area manager and have about 12 loan officers underneath me. My goal is to increase the leads from my overall branch and, more specifically, increase my volume. I average about $1.5 million to $2 million a month in origination. I would like to get into a steady $3 million as a base. I know it will be a lot of work and time, but that's the goal.

John: Were you doing anything to market to your database before Vyral?

David: Nothing at all. I try to use leverage in my marketing efforts and I never have marketed directly to consumers, since my sphere of influence is Realtors. I'd rather market to 200 Realtors than to 20,000 consumers. You really only need 16-20 strong Realtor relationships to have a flourishing mortgage business, and I'd rather have a deep relationship with those people than just being an acquaintance. I've really only marketed to Realtors and I've got the database, but I've really only reached out with the most archaic marketing. There are no followups, drip campaigns, informational newsletters, or mailers. Everything is mostly word of mouth referrals and if they can remember me. We have an internal CRM, but it's not really used for lead generation, tracking, or auto-drip campaigns. I would like to take this to the next level and would like to try another method to stay in front of my database.

John: Do you know how many people are currently in your database? 

David: On the Realtor side, I probably have about 300. If I wanted to go back to consumers, I think I have a couple thousand. I could probably take a two-pronged approach: I could figure out a way to stay in front of prospective borrowers who I've prequalified or who are past clients, as well as work to reach out to new agents to build new relationships. I'm looking for assistance on setting up a new CRM, getting advice on which CRM to use, and having someone manage it for me.

John: Have you ever thought about trying to do this yourself? 

David: I think everyone has that thought, that they can do it themselves and save money. You see people trying to do it themselves all the time. I've run into multiple people trying do things themselves, but it's unclear whether they're doing video effectively. We simply don't have the time and expertise to do it ourselves, and I like the idea that you guys are holding us accountable because it's very easy for us to get off track with all the other things we have to worry about.

John: What does success on our program look like to you?

David: I've got that goal of $3 million a month in my mind, and I know it's not going to come quick or easy; I certainly wouldn't consider it a failure if I didn't get there. If I could do 4-5 extra loans a month, which is probably another $1 million a month, I would probably be happy.

John: Anyone other than Real Geeks we should thank for your business?

David: It's all Real Geeks and what they're doing. When I talk to agents now, I try to help them in terms of marketing because any loan officer can talk to them about mortgages. The more time I spent in the marketing field with Realtors and Real Geeks, the more I heard about Vyral Marketing and what you guys do.