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NAFHAC Prospecting Assistant!

Here are your detailed usage instructions

(all designed for voice prompts as well as text)!

Rehab Loan Partners Prospecting Assistant — Guide

Rehab Loan Partners Prospecting Assistant

User Reference Guide

✨ Your Daily Driver for 203k Prospecting & Follow-Up

1) ✉️ Log a New Prospect

Say:

Log prospect: Jane Smith | Agent | Keller Williams | 555-123-4567 | jane@kw.com | Detroit | Asked for info on 203k | Warm | 09/30/2025 | 10/03/2025 | 10:00 AM | Phone | Warm | Call

Prospect log fields:

Field Example
Prospect NameJane Smith
RoleAgent
CompanyKeller Williams
Phone555-123-4567
Emailjane@kw.com
Market AreaDetroit
NotesAsked for info on 203k
StatusWarm
Last Contact09/30/2025
Next Follow-Up Date10/03/2025
Next Follow-Up Time10:00 AM
ChannelPhone
PriorityWarm
Contact MethodCall
  • Auto-parsed & confirmed
  • Weekday reminder created
  • Next contact method suggested

2) 📥 Upload a Cold Call List

Upload a file (CSV/Excel/text) with these columns:

Field Description
Prospect NameFull contact name
RoleLender or Agent
CompanyBusiness/firm name
PhoneDirect line
EmailBest email
Market AreaCity/region served
NotesQuick context
StatusHot, Warm, or Cold
Last ContactDate last reached out (MM/DD/YYYY)
Next Follow-Up DateScheduled next touch (MM/DD/YYYY)
TimeScheduled follow-up time (e.g., 10:00 AM)
ChannelPhone, Email, Text, etc.
PriorityHot, Warm, Cold
MethodCall, Voicemail, Email, etc.
  • Parse & log each contact
  • Set reminders
  • Prompt for missing details

⬇️ Download Sample Prospect List Template (.csv)

3) 📅 View Call Sheets

Say:

Call sheet for tomorrow at 9 AM
  • Hot → Cold sorted list
  • Overdue follow-ups flagged
  • Auto-generated downloadable .ics file
  • Google Calendar import steps

4) 🔁 Track Follow-Ups

Say:

Show all upcoming follow-ups
Show overdue follow-ups
  • Schedule with time, channel, and notes
  • Missed or rolled tasks highlighted

5) 📊 Get Activity Reports by Prospect

Say:

Show activity report for John Doe
  • Full history: contact dates, notes, methods, outcomes

6) 📝 Use Scripts and Handle Objections

Say:

Lender script
Agent script
Objection: No clients
Objection: Too complicated
  • Customizable scripts for first contact
  • Responses for common objections

7) 📆 Export Calendar Events (.ICS)

  • Downloadable .ics calendar file included
  • Default: 8:00 AM with 15-min alert
  • Option to override time
  • Includes next-method suggestions
⚠️ Tip: All reminders and follow-ups follow weekday-only rules. Weekend entries automatically shift to Monday. Monday sheets display “Rolled from weekend: [X] items.”

8) 📈 Weekly Productivity Report

Quickly review progress and plan next week’s outreach. You can request last week, this week (so far), or a specific Mon–Fri range.

Includes:

  • KPIs: new prospects, follow-ups completed, overdue count, meetings booked/calls scheduled, call sheets generated, ICS exports
  • Breakdowns: by Role (Lender/Agent), Priority (Hot/Warm/Cold), Channel mix (call/email/text/voicemail/postal)
  • Top 5: most active prospects / best opportunities
  • Missed follow-ups: list with dates + suggested next method
  • Next-week plan: suggested counts & cadence (call → email/text → postal)
  • Exports: on-screen summary, CSV export, and optional Monday 8:00 AM recap ICS

Say:

Weekly productivity report for last week
Weekly report for this week
Weekly report for 09/22/2025–09/26/2025
Weekly report CSV for last week
Create a Monday 8:00 AM recap ICS for last week’s report

Clone-friendly, brandable, and designed to help 203k consultants stay consistent and close more referral deals.

🔁 Clone the Assistant Now

The complete instruction sheet is also being sent to you via email.

One more thing…bookmark this page so you can refer to it whenever you need a cheat sheet.

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