BUILD THE HABIT
B U I L D T H E R E S U L T
At the beginning of each month, choose one habit to focus on daily.
Plan the Day with Purpose
Start each day by blocking time for outreach, followups, learning, and prep; prioritizing what actually moves the needle
Ask More and Better Questions
Use curiosity as a daily strategy by asking thoughtful, open-ended questions that uncover real needs and roadblocks
Read
or Listen to Something That Sharpens Your Skills
Build momentum by learning for 10–15 minutes daily; podcasts, articles, or sales snippets that challenge your thinking.
Use Market Data or Insight in One Conversation
Work one stat, trend, or case study into a conversation each day to lead with value instead of just checking in
Protect Your Calendar
Schedule prospecting, follow-ups, and client care before anything else so your highest-value work always happens.
Write One Intentional Message
Craft one personalized, outcome-focused message each day, whether for a prospect, referral partner, or existing client.
Move
One Deal or Relationship Forward
Choose one opportunity daily (big or small) and take a meaningful action to advance it
Manage Energy Like an Athlete
Guard sleep, movement, and focused work blocks so your brain is sharp when it’s time to generate revenue.
Add it to the Habit line in your planner, and commit to it.
Follow Up with Value
Send timely, relevant follow-ups that advance the conversation. Think insights, tools, or personalized resources
Review Yesterday’s Wins and Gaps
Take two minutes to reflect: What worked well? What needs adjustment? Small daily insights lead to faster course correction.
Protect Time for Prospecting
Treat outreach like an appointment with your future pipeline Set a block, protect it, and show up for it
Turn Every Interaction Into Data
Capture quick notes and next steps after each call or meeting, making every conversation searchable and actionable.
Practice Objection
Handling or Roleplay
Spend 10 minutes a day sharpening key conversations practice a value statement, ref rame an objection, or tighten your intro
Control the First Five Minutes
Focus on your tone, energy, and clarity at the start of every conversation This sets the stage for everything that follows.
Prep Before Every Meeting
Pause before every call to review goals, recent activity, and the person’s priorities It creates control and earns trust
Teach What You Know
Share wins, scripts, and lessons with others each week This reinforces your own skills while lifting the whole team.
PEOPLE TO CONNECT WITH
CONTENT INSPO
The 2026 Market Reset: What’s Really Changing?
Quick insights on 1–2 title or escrow trends to watch this year.
5 Predictions for 2026 That Could Affect Every Closing.
Poll | Are we heading for a smoother market or more surprises?
What Agents Overlook in the Title Process
Bust a common misconception about title timelines or title insurance coverage.
Top 3 Title Oversights That Delay Closings
Polls or quizzes (Do you know this one?)
New Year, New Habits: Title Tips That Save You Hours
Share a workflow or communication tip that helps agents close faster.
Step-by-step “Title Eff iciency Checklist for Busy Agents ”
Question Sticker: Which one will you try f irst?
PEOPLE TO FOLLOW UP WITH
MEETINGS WITH MYHOME
HABIT
Mark each day on the calendar that you accomplished your habit
SOLUTION OF THE MONTH
Enter the number of times each day that you shared the solution of the month 9 I commit to...
OVERCOMING OBJECTIONS
Objection #1: “I already have a title company I use and trust.”
Quick Response: Totally respect loyalty That said, even the top agents I work with were surprised by what they didn’t know they were missing, especially around communication and transaction visibility.
Ask: Would you be open to a 15-minute chat to see if there’s even one area you could streamline further?
Solutions: MyHome, WFG Key, Customer Service Team, MyHome Prompts
Days Habits Met:
Solutions Total:
SOLUTION OF THE MONTH
JANUARY - STRATEGIC PLANNING SEASON
“Who’s helping you map out your Q1 & Q2 marketing strategy so it aligns with your business goals? ”
Solution: Marketing Technology Director (MTD) Meeting Why it works: Agents are in planning mode but often lack structured support. This ref rames the conversation f rom tactics to strategy.
Text Script: Have you had a chance to check whether your marketing still supports the goals you set for the year?If not, I can introduce you to a strategist who helps agents realign their plan. Want to connect?
PEOPLE TO CONNECT WITH
PEOPLE TO FOLLOW UP WITH OVERCOMING OBJECTIONS
Objection #2: “I’m loyal to my escrow off icer.”
CONTENT INSPO
R C S Reel Carousel Story
The Domino Effect of Delayed Title Work
Walk through the ripple impact of title delays on closings
See how one missed detail can derail an entire deal
Use a visual metaphor (falling dominoes) with a quote
3 Questions to Ask Before Choosing a Title Company
Frame it like you’re giving insider advice that agents usually learn the hard way.
Red flags vs. green flags in your title partnerships.
Show behind-the-scenes: A day in the life of the team
Behind the Desk: What Happens After You Open Escrow
Quick “day in the life” or timeline breakdown with voiceover
The unseen steps that protect your deal.
Add quiz stickers (“When do we record the deed?”)
MEETINGS WITH MYHOME
HABIT I commit to...
Mark each day on the calendar that you accomplished your habit
SOLUTION OF THE MONTH
Enter the number of times each day that you shared the solution of the month 9
Quick Response: That kind of loyalty says a lot about how seriously you take your business. I’m not here to disrupt anything, but I do work with agents who value having options that align with how they want their clients to be treated
Ask: Would you be open to seeing what’s working for others when it comes to communication and keeping clients informed throughout escrow?
Solutions: MyHome, Customer Service Team, MyHome Prompts
FEBRUARY | NET SHEET CONVERSATIONS BEGIN
“How conf ident are you that your clients fully understand their numbers before they close? ”
Solution: WFG Key
Why it works: April kicks off serious listing activity This positions you as a partner who helps reduce confusion, not just process f iles.
Text Script: When you present offers to sellers, how often do they fully understand their numbers? There’s a tool some agents are using that makes it crystal clear so they can compare offers fast and avoid closing table surprises Want to see how it works?
PEOPLE TO CONNECT WITH
CONTENT INSPO
The Market’s Shifting, But Closings Don’t Have To
Ref rame the market as an opportunity for smarter systems
3 Title Tactics to Keep Momentum in Q1
Share an example of a system you use in your business
True or False: Title Insurance Edition
Fun myth-busting series
5 Common Myths Every Real Estate Agent Still Believes
Use the social media trend of pointing to the right answer.
Would Your Deal Survive This Scenario?
Tell a short “story problem” based on a real-life title hiccup, pause before resolution
Real Scenario → Real Lesson: How We Solved It
Ask followers what they’d do (“You’re the agent what’s your next move?”)
PEOPLE TO FOLLOW UP WITH
MEETINGS WITH MYHOME
HABIT I commit to...
Mark each day on the calendar that you accomplished your habit
SOLUTION OF THE MONTH
Enter the number of times each day that you shared the solution of the month 9
OVERCOMING OBJECTIONS
Objection #3: “I don’t take meetings with title reps.”
Quick Response: Understood, and to be clear, I’m not showing up with a pitch. I’ ve got insight and tools that are helping agents close faster and get fewer panicked calls f rom clients.
Ask: Would you be open to a brief strategy session to see how others are doing it differently ?
Solutions: MyHome, WFG Key, MyHome Prompts
Days Habits Met:
Solutions Total:
SOLUTION OF THE MONTH
MARCH - SELLER PREP & LISTING STRATEGY
“What’s your go-to source for real-time market data when sellers ask, ‘Is now a good time to list? ”
Solution: Altos Research
Why it works: The market is shifting fast This opens a conversation about using live data to earn trust and win listings
Text Script: More sellers are testing the waters right now what’s your go-to resource when they ask, “Is now a good time to sell? ” I’ ve got a tool a few agents are using to show trends in real time instead of relying on lagging comps Want me to send over a sample?
PEOPLE TO CONNECT WITH
CONTENT INSPO
Who’s Really on Your Side During Closing?
Personal insight-style video how your team supports behind the scenes
5 Ways a Great Title Partner Makes You Look Like a Rockstar.
Client success highlight or testimonial clip
The Trust Factor: Why Agents Lose Repeat Clients
Examples of small process mistakes that erode client trust at closing.
3 Ways to Build Invisible Trust in Your Closings Poll | “What’s one detail you never forget before closing?”
The Silent Deal Killer: Title Details Agents Overlook
Share a true story (conf identially) of a deal nearly lost over a small oversight
5 Tiny Title Details with Huge Impact.
Ask followers, “Ever had a deal stall over a missing doc?”
PEOPLE TO FOLLOW UP WITH
MEETINGS WITH MYHOME
HABIT I commit to...
Mark each day on the calendar that you accomplished your habit
SOLUTION OF THE MONTH
Enter the number of times each day that you shared the solution of the month 9
OVERCOMING OBJECTIONS
Objection #4: “I’m too busy right now.”
Quick Response: Exactly why I’m reaching out. The busiest agents I work with save time because they ’ ve eliminated back-and-forths and last-minute surprises during closings
Ask: Would it be worth 15 minutes to see a few ways you could f ree up some time without changing your current process?
Solutions: MyHome, WFG Key, Customer Service Team
APRIL - FARMING & LEAD GENERATION FOCUS
“How are you identifying the most active buyers and sellers in your farm right now ? ”
Solution: Fetch or Flash Farms
Why it works: Spring is approaching, and agents are looking to level up their territory strategies. This question challenges the “spray and pray ” approach.
Text Script: Quick question - how are you spotting the hottest activity zones in your farm this month? Some agents are using a tool that shows where listings are likely to pop up before they hit the market. Want a quick look?
PEOPLE TO CONNECT WITH
CONTENT INSPO
The 3 Most Misunderstood Parts of the Title Process
Quick breakdown of each and why it matters.
Agent Misconceptions vs Title Reality
Quiz - “How well do you know your title terms?”
How to Read a Title Report (Without a Headache)
Simplify one page of a title report in under 30 seconds
The Fast-Track Guide to Understanding Title Reports
“Save this next time you get a title packet”
2026 Closing Delays: What’s Behind the Bottleneck?
Discuss new state, lender, or underwriting trends affecting timelines Where Closings Got Stuck And What’s Changing This Year Poll Sticker | “What delays your closings most; Financing, Title, or Docs?”
PEOPLE TO FOLLOW UP WITH
MEETINGS WITH MYHOME
HABIT I commit to...
Mark each day on the calendar that you accomplished your habit
SOLUTION OF THE MONTH
Enter the number of times each day that you shared the solution of the month 9
OVERCOMING OBJECTIONS
Objection #5: “What makes WFG any different? ”
Quick Response: Fair question. From the outside, title companies sound the same. But WFG’s client communication tools, data insights, and seller experience enhancements are a game-changer for agents who value speed and transparency.
Ask: Want to take a quick look at how it’s working for other top agents in our market?
Solutions: MyHome, Customer Service Team, MyHome Prompts, Customer Service Team
SOLUTION
MAY - LISTING MARKETING & NEIGHBORHOOD PRESENCE
“What are you doing right now to stand out in your farm or neighborhood? ”
Solution: Corefact
Why it works: With competition heating up, this question helps you guide agents to better lead capture and seller conversion strategies.
Text Script: Now that signs are going up everywhere, what’s your strategy to stand out in your farm? A few agents I work with are using smart direct mail that tracks engagement and drives seller leads straight into their inbox. Want to take a peek?
PEOPLE TO CONNECT WITH
CONTENT INSPO
Why ‘Clear to Close’ Doesn’t Mean What You Think
Explain the real meaning and hidden steps behind the phrase.
The 4 Checks Still Needed After ‘Clear to Close.’
“Ever celebrated too soon?”
Chain Reaction: How A Missed Signature Shifts an Entire Escrow
Step through a visual cause-and-effect reel
The Anatomy of a Title Delay
Share an example with a “Before/After ” format
How a Great Title Partner Makes You Look Like a Market Expert
Share behind-the-scenes moments of proactive communication or problem-solving
How We Help You Protect Your Reputation Deal After Deal
Shoutout an agent who worked seamlessly with your team
PEOPLE TO FOLLOW UP WITH
MEETINGS WITH MYHOME
HABIT I commit to...
Mark each day on the calendar that you accomplished your habit
SOLUTION OF THE MONTH
Enter the number of times each day that you shared the solution of the month 9
OVERCOMING OBJECTIONS
Objection #6: “I’ve had a bad experience with WFG in the past.”
Quick Response: Thanks for being honest. I can’t speak to the past, but I can say our current team and tools are nothing like what WFG looked like a few years ago
Ask: Would it be worth a short call to see what’s different today ?
Solutions: MyHome, WFG Key, Customer Service Team, MyHome Prompts, T& E Process
SOLUTION
JUNE - ESCROW VOLUME + TRANSACTION VISIBILITY
“How often are you the one chasing down updates on your own deals? ”
Solution: MyHome
Why it works: This ref rames a common pain point as something completely solvable, giving you the chance to introduce a better experience.
Text Script: How much time are you spending chasing title or escrow updates lately ? I’ ve been showing agents how to use a tool that puts the entire transaction timeline in one place for clients, so you’re not stuck being the middleman. Want me to show you?
PEOPLE TO CONNECT WITH
CONTENT INSPO
The 2026 Homebuyer Shift: What Title Data Reveals
Discuss generational or geographic buyer trends.
Homebuyer Insights You Won’t See in the MLS
“Who do you think is buying most in Q3?”
When Is the Best Time to Audit Your Systems
Walk through a mid-year checklist
Make the Second Half of 2026 Soar with Faster, Smarter Closings.
Checklist style post “Which of these can you improve?”
(Use the This or That Trend)
Speed vs Accuracy in Title Work What Matters More?
Pose the tradeoff and your professional stance.
Why Faster Isn’t Always Better (But It Can Be Smarter)
“Be honest are you Team Speed or Team Accuracy?”
PEOPLE TO FOLLOW UP WITH
MEETINGS WITH MYHOME
HABIT I commit to...
Mark each day on the calendar that you accomplished your habit
SOLUTION OF THE MONTH
Enter the number of times each day that you shared the solution of the month 9
OVERCOMING OBJECTIONS
Objection #7: “My title company helps with marketing.”
Quick Response: That’s awesome, real support matters. I’m curious, are you seeing measurable results f rom that help, or just checking the box?
Ask: Would it be helpful to compare what you’re getting now with what some agents are doing to drive actual engagement?
Solutions: Corefact, MyHome Prompts, Fetch/Flash Farms, MTD
SOLUTION
JULY - CLIENT EXPERIENCE DURING MOVING SEASON
“Do you offer anything to your clients after closing to simplify their move? ”
Solution: MyHome Move
Why it works: Most agents go quiet after close. This question positions you as someone who helps extend their service and deepen referrals.
Text Script: Now that clients are moving in droves, are you offering anything that helps them get settled post-close? A few agents are using a move concierge service that takes care of things like utilities, mail, and more, without adding work to your plate. Want to check it out?
PEOPLE TO CONNECT WITH
CONTENT INSPO
Reel Carousel Story
The Hidden Role of the Title Rep Most Agents Don’t See
Give a behind-the-scenes look at what you actually handle
A Day in My Life: Beyond Documents and Deadlines
Post a “day in the life” style clip or photo
Preventing Panic: Guiding Buyers Through Confusing Title Fees
How to break down fees simply
Script for Explaining Title Costs in Simple Terms.
“ Would this explanation help your next client? ”
Why Strong Agents Are Leaning Harder on Their Title Teams
POV on the Power of Experts in a Real Estate Agent’s Business.
What Top Producers Expect From Their Title Partners.
Ask, “What’s the #1 thing you value in a title partner?”
PEOPLE TO FOLLOW UP WITH
MEETINGS WITH MYHOME
HABIT I commit to...
Mark each day on the calendar that you accomplished your habit
SOLUTION OF THE MONTH
Enter the number of times each day that you shared the solution of the month 9
OVERCOMING OBJECTIONS
Objection #8: “All title companies are the same.”
Quick Response: Totally get why it feels that way. Most of the difference is behind the scenes, in how f iles are managed, how clients are updated, and how quickly problems are resolved when things get off track
Ask: Can I show you how our agents are closing faster and getting fewer last-minute issues?
Solutions: MyHome, WFG Key, Customer Service Team
AUGUST- EMD & EFFICIENCY CONVERSATIONS
“How are your clients delivering earnest money, and how often does it cause a delay ? ”
Solution: Zoccam
Why it works: Agents are stretched thin this time of year You’re giving them a faster, more secure process that removes a nagging logistical issue
Text Script: Do earnest money deliveries ever hold up your f iles? Some agents are using a mobile deposit tool that lets buyers send funds securely f rom their phone, no handoffs, no bank runs Want to see it?
PEOPLE TO CONNECT WITH
CONTENT INSPO
How Title Insurance Actually Protects Agents (Not Just Clients)
Real-world example where it saved an agent’s reputation
Hidden Protection You Didn’t Realize You Had.
Quick “did you know?” graphic
The Tech Tools Changing How Title Work Gets Done in 2026
Share one new platform or automation process
5 Tools Making Closings More Eff icient.
Day in the Life Showing the WFG Tools You Use
The Power of Communication: How One Update Saves Days in Escrow
Example of one timely email or call preventing a delay
Communication Touchpoints That Keep Deals Alive
“What’s your biggest pet peeve in deal communication?”
PEOPLE TO FOLLOW UP WITH
MEETINGS WITH MYHOME
HABIT I commit to...
Mark each day on the calendar that you accomplished your habit
SOLUTION OF THE MONTH
Enter the number of times each day that you shared the solution of the month 9
OVERCOMING OBJECTIONS
Objection #9: “My broker wants me to use their preferred title company.”
Quick Response: Totally understand, and I respect brokerage policies. That said, many agents choose to work with WFG because they want a title partner who puts their clients f irst and makes the process smoother f rom contract to close It’s not about going against off ice norms; it’s about doing what’s best for your business and your buyers and sellers.
Ask: Would it be helpful to have another expert available when things get complicated?
Solutions: Customer Service Team, MyHome, WFG Key
SEPTEMBER - INVESTOR & MOVE-UP CLIENTS
“How often are you working with investors or sellers who could benef it f rom a 1031 exchange? ”
Solution: WFG 1031 Exchange Services
Why it works: September brings more strategic sellers into the mix This positions you as a resource beyond basic closings
Text Script: Do you work with any investor clients or sellers upgrading their portfolio? We’ ve got a 1031 team that supports agents through those transactions so they stay compliant and smooth Worth having in your back pocket?
PEOPLE TO CONNECT WITH
CONTENT INSPO
What I’ve Learned from Real Estate Marketing
Cross-discipline insights on communication and branding.
Similarities I Share With an Agent’s Mindset.
“What is the best business book you’ve read this year?”
5 Title Terms Every Agent Should Know
Def ine one term per clip (changing camera location with each clip).
Translate Legalese into Client-Friendly Language
“Which one do clients misunderstand the most?”
From Offer to Record: What Happens Behind the Scenes
Animate or visualize the journey of one f ile
Your Deal’s Secret Timeline
Behind the Scenes - Show and Tell Around the Off ice
PEOPLE TO FOLLOW UP WITH
MEETINGS WITH MYHOME
HABIT I commit to...
Mark each day on the calendar that you accomplished your habit
SOLUTION OF THE MONTH
Enter the number of times each day that you shared the solution of the month 9
OVERCOMING OBJECTIONS
Objection #10: “I’ve never heard of WFG.”
Quick Response: Totally fair, we’re growing fast, and some of the best-kept tools in real estate fly under the radar But the agents who do work with us often say they had no idea title could be this smooth or this client-focused
Ask: Want to take a look at what’s working for agents who’ ve made the switch?
Solutions: MyHome, WFG Key, Customer Service Team
OCTOBER - FILE SUPPORT & COMMUNICATION
“What’s your current title team’s response time when you have an urgent f ile issue? ”
Solution: WFG Customer Service Team
Why it works: Agents are pushing hard toward year-end and want reliability This creates contrast if their current team is reactive
Text Script: When something urgent pops up in escrow, how fast does your title team actually get back to you? I’ ve been partnering with agents who need fast, proactive service, and they ’re noticing a huge difference Want to see what that looks like?
PEOPLE TO CONNECT WITH
CONTENT INSPO
The New Standards for Client Communication in 2026
Share updated expectations and tools (texts, portals, etc.).
How to Communicate Like a 2026 Pro.
Poll | “How do your clients prefer updates text, call, or email?”
Real Estate Risk Factor: How Title Safeguards the Transaction
Explain with real examples why title insurance is important
What Could Go Wrong Without Title Protection
Quiz - How do you guide your clients to safely deliver their funds to escrow?
The Unseen Heroes of Every Closing
Shine light on your escrow off icers, title examiners, or recording team
Meet the Team Working Behind Your Closings
Photo carousel introducing the team.
PEOPLE TO FOLLOW UP WITH
MEETINGS WITH MYHOME
HABIT I commit to...
Mark each day on the calendar that you accomplished your habit
SOLUTION OF THE MONTH
Enter the number of times each day that you shared the solution of the month 9
OVERCOMING OBJECTIONS
Objection #11: “My TC handles title stuff.”
Quick Response: Makes total sense. That said, when clients feel confused or something falls through the cracks, you're still the one they call What we offer helps you stay protected f rom those f ire drills, without stepping on your TC’s role
Ask: Want to see how we’re helping agents stay focused on deals, not deal problems?
Solutions: MyHome, WFG Key, Customer Service Team
NOVEMBER - DEAL-SAVING CONVERSATIONS
“When something in escrow goes sideways, what’s your current team’s f irst move? ”
Solution: WFG Title & Escrow Teams
Why it works: This highlights risk during high-stakes months You’re introducing WFG as a strategic safety net, not a backup vendor.
Text Script: When things get messy in escrow, what’s your team’s f irst move? I work with a group built to protect deals and solve fast, and it’s made a real difference for agents heading into Q4 strong. Want me to show you how we work?
PEOPLE TO CONNECT WITH
