learn how to maximize todays refi opportunity - webinar
DESCRIPTION
Mortgage Coach teaches loan officers how to maximize today's REFI opportunityTRANSCRIPT
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Learn how to Maximize Today’s REFI Opportunity
To listen to the audio, join the conference call: 712-432-1001, access code 460056852#
Leads
Profits
Advantage
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go to www.mortgagecoach.com
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MC Members ask questions in CHAT
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Dave Savage
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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
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Introducing Today’s Experts >>>
To listen to the audio, join the conference call: 712-432-1001, access code 460056852#
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Jeremy Forcier
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Michael Smalley
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LEADS
ADVANTAGE
PROFITS
FUNDINGS
REFI SUCCESS
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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
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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
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Most Leads CHECKLIST
1. Set mortgage under management (MuM) expectations with your clients
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1. Mortgage under Management Expectations (MuM)
Question: What % of your clients have you set MuM expectations with?
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Most Leads CHECKLIST
1. Set mortgage under management (MuM) expectations with your clients
2. Organize your funnel of opportunities
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2. Organize your funnel of opportunities
Question: How much time do you spend organizing your funnel of opportunities?
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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
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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
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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
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4. Send out RateWatch Reports to every MuM
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What every lender sends to clients
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Consistent obvious tangible value
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What every loan officer should be sending out
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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
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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
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Brian Kludt
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1. Properly position yourself with a valuable promise
• How do you position yourself?• How do you differentiate and deliver tangible value
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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
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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
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Key Question. How are you presenting your advice and solutions to clients?
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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
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3. Present your solution with a Total Cost Analysis
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Every loan officers provides these numbers
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Now you are having a unique conversation
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Now your delivering obvious value
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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
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Leverage yourself with Video
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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?
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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
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You need to create a video to
Creating a video give you a 100 to 1000 times leverage
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SHARE your video
1. Put a link in your email message
2. Embed video in your website
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Email your Video
See how Jeremy is sharing a video with one of his clients
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Email from borrower after getting email
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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
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Search word = refiwebinar
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Typical LO diving for a loan
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Typical mind of homeowner
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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
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Mortgage Coach makes average loan officers better and it makes good loan officers the best in the business
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Let me show you how we deliver results
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Community Library
Access the best sales and marketing resources
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Our solutions generate leads and win loans
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Solutions
We have a solution for every selling situation
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More PURCHASE loans w/ Seller Buydown Flyer
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More PURCHASE loans w/ Rent vs. Own Analysis
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Generate REFI loans w/ RateWatch Reports
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Win more REFI’s and PURCHASE loans w/ Total Cost Analysis
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We train you to implement our solutions
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Weekly Coaching
Calls
We help you sharpen the saw weekly
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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
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Bottom-line Mortgage Coach helps you generate more leads, win more loans and
make more profits
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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
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Your going to pay for Mortgage Coach one way or another…
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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