where success happens
DESCRIPTION
Where Success Happens. There is no way to do a refinance unless there is first a purchase! Everything rises and falls on PURCHASE loans!. Where Success Happens. The Circle of Cash Flow. Borrower. Borrower. Borrower. Borrower Universe. Borrower Universe. Borrower. Borrower. - PowerPoint PPT PresentationTRANSCRIPT
Where Success HappensWhere Success
Happens
Business Development 102: Turning REFI’s into Purchases
There is no way to do a refinance unless there is
first a purchase! Everything rises and falls
on PURCHASE loans!
Where Success HappensWhere Success
Happens
Business Development 102: Turning REFI’s into Purchases
Borrower
BorrowerBorrower
BorrowerBorrower
BorrowerBorrower
BorrowerBorrower
BorrowerBorrower
BorrowerBorrower
BorrowerBorrower
BorrowerBorrower
The Circle of Cash Flow
Borrower Universe
Borrower Universe
Where Success HappensWhere Success
Happens
Business Development 102: Turning REFI’s into Purchases
Borrower
Listing Agent,Builder
Listing Agent,Builder
SellerSeller
Banks/CreditUnions
Banks/CreditUnions
AccountantAccountant
Estate Planner
Estate Planner
Financial Planner
Financial Planner
EmployerEmployer
OtherOther
The Circle of Cash Flow
Borrower Universe
Borrower Universe
Where Success HappensWhere Success
Happens
Business Development 102: Turning REFI’s into Purchases
5 Strategic Moves To Turn REFI’s into Purchases!
1.Conduct a thorough Mortgage Planning Analysis.2.Place the 24-hour referral call3.Cross-sell the borrower’s agent4.Ask the “Dreams” question5.Send the Advisor to Client intro letter
Where Success HappensWhere Success
Happens
Business Development 102: Turning REFI’s into Purchases