SD Referral Club Blog

Shared Knowledge is Shared Power

Meeting Minutes 08/30/18

Spotlight Speakers Michael presented on his app development project for the new San Diego Pro's app. And there was a roundtable discussion on what additional features he should add to the app. The group consensus was that he needs to add the following features: Group...

Meeting Minutes 08/09/18

Spotlight Speakers Jake led a discussion of a monthly budget worksheet used to help clients identify expenses and how they spend their money each month.  After looking at the worksheet and analyzing the data, then clients can better determine if their spending habits...

Meeting Minutes 08/02/18

Spotlight Speakers Jeremy presented a comparison of different loans: VA, FHA and Conventional. Providing estimates of the required down payments, estimated monthly and minimum income requirement to qualify for a $300,000, $500,000 and $700,000 loan. Jeremy can provide...

Meeting Minutes 07/26/2018

Spotlight Speakers Do you know all the latest changes for building another unit on your single family property? Come learn what's laws changed, what's required, and how to get a free consultation on whether your property is able to support another unit. Call Nicolle...

Following Up on Referrals

Following Up on Referrals

First things first: if you give a referral, make sure to follow up with the member to confirm that you gave them a good referral. Don’t assume that it was solid, follow up and make sure. When you receive a referral, make it your highest priority to respond. It’s...

7 Ways of Inviting Visitors

7 Ways of Inviting Visitors

At our last meeting, we talked about having a big push to invite visitors to our next mixer which will be held April 18, 2018 at 5:30pm at Lazy Dog in Mission Valley (more info here). Make An Appointment This one works best with a client or colleague that you already...