Learn How To Maximize Todays Refi Opportunity - Webinar
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Transcript of Learn How To Maximize Todays Refi Opportunity - Webinar
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
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