double your business, dominate your market, with partner xchange through guaranteed rate

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Presented By: TOM PESSEMIER Vice President of Mortgage Lending

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Please contact Tom Pessemier for more details: Tom Pessemier Vice President of Mortgage Lending [email protected] www.guaranteedrate.com/TomPessemier m: 425.780.6374 o: 941.313.8148 f: 773.328.1984 1990 Main St Ste 750, Office 708 Sarasota, FL 34236 NMLS ID: 117989 State License Numbers: FL - LO23120 - MLD618, WA - MLO-117989 - CL-2611

TRANSCRIPT

Page 1: Double Your Business, Dominate Your Market, With Partner Xchange Through Guaranteed Rate

Presented By:

TOM PESSEMIERVice President of Mortgage Lending

Page 2: Double Your Business, Dominate Your Market, With Partner Xchange Through Guaranteed Rate

That has doubled the business

of our loan officers, making us

one of the 10 largest home loan

companies in the U.S. with more

top 300 loan originators than any

other bank or mortgage

company.*

* According to Scotsman Guide, Origination News

and

Mortgage Executive Magazine 2013 Top Lender

Lists.

Page 3: Double Your Business, Dominate Your Market, With Partner Xchange Through Guaranteed Rate

The new, improved Partner Xchange is focused on helping real estate agents double their business.  We do this by interviewing top agents from around the country, and they provide best practices and practical tips on how they’ve successfully grown over time and how they run their business day-to-day. A new interview is put onthe site every week.

Nancy TassoneChicago, IL-------------------$35M in 2013

Page 4: Double Your Business, Dominate Your Market, With Partner Xchange Through Guaranteed Rate

These agents are truly the

cream of the crop. We have

interviewed over 50 agents who

have collectively closed more

than $7 billion of home sales

last year, and they’re from all

over the U.S. including New

York, California, Utah, Florida,

Texas as well as prime markets

like Boston, Denver and

Chicago.

INTERVIEWS AVAILABLE EXCLUSIVELY

ON THE PARTNER XCHANGE.

Page 5: Double Your Business, Dominate Your Market, With Partner Xchange Through Guaranteed Rate

We’ll provide you with instruction, training,

tips and tools to help you improve your

business in each area.

Patrick LillyNew York, NY-------------------$150M in 2013

Page 6: Double Your Business, Dominate Your Market, With Partner Xchange Through Guaranteed Rate

Most real estate agents spend 80% of their

time doing task oriented and clerical work

and only 20% doing rainmaking and selling

activities. In order for you to double your

business, that needs to be flipped.

Deanna KoryNew York, NY-------------------$200M in 2013

HIRING THE RIGHT PEOPLE IS CRITICAL TO YOUR BUSINESS.

Page 7: Double Your Business, Dominate Your Market, With Partner Xchange Through Guaranteed Rate

Employ the tools that will allow you to

contact your customers a minimum of 24

times a year. Your past customers should

be your sales force and your biggest

advocates and referrals.

Jennifer MyersWashington, DC-------------------$30M in 2013

CONSISTENT MARKETING IS KEY TO BUILDING ASELF-SUSTAINING BUSINESS.

Page 8: Double Your Business, Dominate Your Market, With Partner Xchange Through Guaranteed Rate

Dominate your market by investing

advertising dollars in all areas of your

business including yourself, your clients

and your listings.

Ben BakerDallas, TX-------------------$25M in 2013

MANAGE YOUR CONTACTS AND HOST EVENTS TOSTAY IN THE GAME.

Page 9: Double Your Business, Dominate Your Market, With Partner Xchange Through Guaranteed Rate

Stay up to date with the latest apps,

websites and services designed to grow

your business and keep you on the cutting

edge.

Will SteakleyAustin, TX-------------------$25M in 2013

THE RIGHT TECHNOLOGY MAKES ALL THE DIFFERENCE.

Page 10: Double Your Business, Dominate Your Market, With Partner Xchange Through Guaranteed Rate
Page 11: Double Your Business, Dominate Your Market, With Partner Xchange Through Guaranteed Rate

• Full access video library

• Best practice advice from top agents

• Industry resources and supporting

apps

Page 12: Double Your Business, Dominate Your Market, With Partner Xchange Through Guaranteed Rate

• Social media support & tips

• Top agent coaching series

• Webinars

• Enjoy magazine

• Real estate agent-focused

content

• Advice & tips on new apps

Fresh, new and always useful content for current and new users.

Page 13: Double Your Business, Dominate Your Market, With Partner Xchange Through Guaranteed Rate

Everything from the prior

version of Partner Xchange is

still on the latest version,

including loan status monitor,

custom flyers and widgets.

We’ve even made it easier for

agents to access their loans

in-process and their existing

marketing flyers.

Page 14: Double Your Business, Dominate Your Market, With Partner Xchange Through Guaranteed Rate

Create professional one-page flyers for your properties or meet any other marketing need with a few clicks of your mouse.

• Customizable co-branded templates

• Upload multiple property images

• Generate loan option comparisons

• Multiple platform-friendly PDF format

• Include your profile and contact info

• Extensive library of options to choose

from

• Share your flyer through social media

Page 15: Double Your Business, Dominate Your Market, With Partner Xchange Through Guaranteed Rate

Increase your referrals, close more deals and boost yourSEO with a complete profile in our agent directory.

Page 16: Double Your Business, Dominate Your Market, With Partner Xchange Through Guaranteed Rate

Grow your referral business with direct access to topagents around the nation. Our Referral Xchange wascreated with you in mind!

Page 17: Double Your Business, Dominate Your Market, With Partner Xchange Through Guaranteed Rate

Introduce your client to your loan officer usinga pre-formatted message, including a link to Sample email message:kick off our easy online loan application process.

Page 18: Double Your Business, Dominate Your Market, With Partner Xchange Through Guaranteed Rate

Never be left out of the loop again – receive instant updates about your clients’loan status from pre-approval to closing.

Page 19: Double Your Business, Dominate Your Market, With Partner Xchange Through Guaranteed Rate

Nurture your business relationships effortlessly with a FREE exclusive monthly magazine packed with timely and fun content for your clients.

Page 20: Double Your Business, Dominate Your Market, With Partner Xchange Through Guaranteed Rate
Page 21: Double Your Business, Dominate Your Market, With Partner Xchange Through Guaranteed Rate

Monthly social media posts, articles, webinars, videos and promotions geared solely towards real estate agents.

• New topics every month

• Real estate industry-relevant content

• Q&A with top agents and industry

pros

• Exclusive contests, prizes &

giveaways

Page 22: Double Your Business, Dominate Your Market, With Partner Xchange Through Guaranteed Rate

Tom PessemierVice President of Mortgage Lending

O: 941.313.8148 M: 425.780.6374

[email protected]

guaranteedrate.com/tompessemier

State Lic: FL-LO23120-MLD618, WA-MLO-117989 - CL-2611

NMLS (Nationwide Mortgage Licensing System) ID 2611 AL - Lic# 21566 AK - Lic#AK2611 AR - Lic#103947 - Guaranteed Rate, Inc. 3940 N Ravenswood, Chicago IL 60613 866-934-7283 AZ - Guaranteed Rate, Inc. - 14811 N. Kierland Blvd., Ste. 100, Scottsdale, AZ, 85254 Mortgage Banker License # BK-0907078 CA - Licensed by the Department of Business Oversight, Division of Corporations under the California Residential Mortgage Lending Act Lic #413-0699 CO - Guaranteed Rate, Inc. Regulated by the Division of Real Estate, 773-290-0505 CT - Lic #17196 DE - Lic # 9436 DC - Lic #MLB 2611 FL - Lic# MLD618 GA - Residential Mortgage Licensee #20973 - 3940 N. Ravenswood Ave., Chicago, IL 60613 HI - Lic#HI-2611 ID - Guaranteed Rate, Inc. Lic #MBL-5827 IL - Residential Mortgage Licensee – Illinois Department of Financial & Professional Regulation, 3940 N Ravenswood Ave, Chicago, IL 60613 MB.0005932 IN - Lic #11060 & #10332 IA - Lic #MBK-2005-0132 KS - Licensed Mortgage Company - Guaranteed Rate, Inc. - License #MC.0001530 KY - Mortgage Company Lic #MC20335 LA - Lic #RML2866 ME - Lic #SLM1302 MD - Lic #13181 MA - Guaranteed Rate, Inc. - Mortgage Lender & Mortgage Broker License MC 2611 MI - Lic #FR0018846 & SR0018847 MN - Lic #MO 20526478 MS - Guaranteed Rate, Inc. 3940 N. Ravenswood Ave., Chicago, IL 60613 - Mississippi Licensed Mortgage Company, Lic # 2611 MO - Guaranteed Rate Lic # 10-1744 MT - Lic# 2611 Licensed in NJ: Licensed Mortgage Banker - NJ Department of Banking & Insurance NE - Lic #1811 NV - Lic #3162 & 3161 NH - Guaranteed Rate, Inc. dba Guaranteed Rate of Delaware, licensed by the New Hampshire Banking Department - Lic # 13931-MB NM - Lic #01995 NY - Licensed Mortgage Banker - NYS Department of Financial Services- 3940 N Ravenswood, Chicago, IL 60613 Lic # B500887 NC - Lic #L-109803 ND - Lic #MB101818 OH - Lic #MBMB.850069.000 & Lic #SM.501367.000 - 3940 N. Ravenswood Ave., Chicago, IL 60613 OK - Lic # MB001713 OR - Lic #ML-3836 - 3940 N. Ravenswood Ave., Chicago, IL 60613 PA - Licensed by the Pennsylvania Department of Banking and Securities Lic #20371 RI - Rhode Island Licensed Lender Lic # 20102682LL, RI - Rhode Island Licensed Loan Broker Lic # 20102681LB SC - Lic #-2611 SD - Lic# ML.04997 TN - Lic #109179 TX - Lic # 50426 & Lic # 47207 UT - Lic #7495184 VT - Lic #LL6100 & MB930 VA - Guaranteed Rate, Inc. - Licensed by Virginia State Corporation Commission, License # MC-3769 WA - Lic #CL-2611 WI - Lic #27394BA & 2611BR WV - Lic #ML-30469 & MB-30098 WY - Lic#2247