Learn how to Maximize Today’s REFI Opportunity

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Leads

Profits

Advantage

go to www.mortgagecoach.com

MC Members ask questions in CHAT

Dave Savage

Agenda

How to get the most loans actually funded

How to make the most profits How to generate the most leads How to win the most loans with a

unique competitive advantage

Introducing Today’s Experts >>>

To listen to the audio, join the conference call: 712-432-1001, access code 460056852#

Jeremy Forcier

Michael Smalley

LEADS

ADVANTAGE

PROFITS

FUNDINGS

REFI SUCCESS

Most Funding CHECKLIST

1. Right funding sources 2. Take quality applications3. Have realistic expectations personally 4. Set proper expectations with your clients5. Right people on the right seats of the bus

Most Profits CHECKLIST

1. You need to price your loans right2. You need to be able to explain loans with points 3. You need to show the total cost over time 4. You need to document debt reduction strategies5. You need to put your proposals in writing

Most Leads CHECKLIST

1. Set mortgage under management (MuM) expectations with your clients

1. Mortgage under Management Expectations (MuM)

Question: What % of your clients have you set MuM expectations with?

Most Leads CHECKLIST

1. Set mortgage under management (MuM) expectations with your clients

2. Organize your funnel of opportunities

2. Organize your funnel of opportunities

Question: How much time do you spend organizing your funnel of opportunities?

Most Leads CHECKLIST

1. Set mortgage under management (MuM) expectations with your clients

2. Organize your funnel of opportunities

3. Call your best clients fast

3. Call your best clients fast

• How many clients do you reach out to per day/week? • What do you say to your best clients when you call them

Most Leads CHECKLIST

1. Set mortgage under management (MuM) expectations with your clients

2. Organize your funnel of opportunities 3. Call your best clients fast

4. Send out RateWatch Reports to every MuM

4. Send out RateWatch Reports to every MuM

What every lender sends to clients

Consistent obvious tangible value

What every loan officer should be sending out

Most Leads CHECKLIST

1. Set mortgage under management (MuM) expectations with your clients

2. Organize your funnel of opportunities 3. Call your best clients fast 4. Send out RateWatch Reports to every MuM

5. Personally call everyone you know

Win the most CHECKLIST

1. Properly position yourself with a valuable promise – You are the expert – you know more about where rates

are going then the news – You know how to help them make the most informed

decision

Brian Kludt

1. Properly position yourself with a valuable promise

• How do you position yourself?• How do you differentiate and deliver tangible value

Win the most CHECKLIST

1. Properly position yourself with a valuable promise – You are the expert – you know more about where rates

are going then the news – You know how to help them make the most informed

decision

2. Ask the right questions

2. Ask the right questions

• List the 5 most important questions and everyone on the call will share their 5 most important questions 1. What is your current value 2. What is your current loan amounts 3. What is your current rate and details of your current

loan? 4. How old do you want to be when your home is paid off? 5. Based on your current loan – how old are you going to

be? • After the client has answered this question you are different

than every loan officer they have spoken to and you have the insight to deliver value that no other loan officer is armed with

Key Question. How are you presenting your advice and solutions to clients?

Win the most CHECKLIST

1. Properly position yourself with a valuable promise – You are the expert – you know more about where rates

are going then the news – You know how to help them make the most informed

decision 2. Ask the right questions

3. Present your solution in writing

3. Present your solution with a Total Cost Analysis

Every loan officers provides these numbers

Now you are having a unique conversation

Now your delivering obvious value

Win the most CHECKLIST

1. Properly position yourself with a valuable promise – You are the expert – you know more about where rates

are going then the news – You know how to help them make the most informed

decision 2. Ask the right questions 3. Present your solution in writing

4. Present or follow up with a personal video proposal

Leverage yourself with Video

Michael Smalley video marketing results

Sent email to 1,500 people in database28 applications from new and repeat clients

13 emailing for more information 15 minutes of my time

Key Question: How are you currently leveraging yourself and communicating with your clients and referral partners?

CREATE a Video

Press to create a quick video

Press to upload after you are happy with your video

Use Zoom & Edit to make a great video that creates an Aha moment

Go to www.mortgagecoachvideo.com

You need to create a video to

Creating a video give you a 100 to 1000 times leverage

SHARE your video

1. Put a link in your email message

2. Embed video in your website

Email your Video

See how Jeremy is sharing a video with one of his clients

Email from borrower after getting email

Homework Assignments

1. Watch 3 videos within the next hour 2. Create Total Cost Analysis within 12 hours3. Create video within 24 hours

a. video case study b. video proposal

Go to www.mortgagecoachvideo.com

Search word = refiwebinar

Typical LO diving for a loan

Typical mind of homeowner

Traits of the super successful

1. They earn trust quickly 2. The make complex ideas simple 3. They take action and own their results 4. They deliver tangible value 5. They leverage themselves 6. They work hard and smart

Mortgage Coach makes average loan officers better and it makes good loan officers the best in the business

Let me show you how we deliver results

Community Library

Access the best sales and marketing resources

Our solutions generate leads and win loans

Solutions

We have a solution for every selling situation

More PURCHASE loans w/ Seller Buydown Flyer

More PURCHASE loans w/ Rent vs. Own Analysis

Generate REFI loans w/ RateWatch Reports

Win more REFI’s and PURCHASE loans w/ Total Cost Analysis

We train you to implement our solutions

Weekly Coaching

Calls

We help you sharpen the saw weekly

Mortgage Coach helps you…

1. Earn trust quickly 2. Make complex ideas simple 3. Deliver tangible value 4. Leverage yourself

Having Mortgage Coach is like having a full-time sales & marketing assistant

Bottom-line Mortgage Coach helps you generate more leads, win more loans and

make more profits

We guarantee results, if you don’t generate an extra 1-3 loans in your first 30 days we will

give you a full refund

Your going to pay for Mortgage Coach one way or another…

Taking Action

• Join myself and the experts at next Tuesday’s Coaching Call at 9 am PST

• Join Jacob on Thursday at 9 am PST for group training

• For Non-Members we have a special price for the next 24 hours

Call 800-485-7251