Mortgage Professionals Create A Referral Brushfire


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  • We would like to share with you today the Money Merge Account™ system. So let’s dive right into the information.
  • Mortgage Professionals Create A Referral Brushfire

    1. 1. Opportunity for Mortgage Professionals The Money Merge Account™ Presented by: Philip Hulme Tel: 816-984-1475
    2. 2. A re you providing ongoing, professional advice to your clients after you’ve cashed your commission check? Mortgage Professionals …
    3. 3. <ul><li>Okay, Mortgage Professionals, let’s be honest with one another here. </li></ul><ul><li>Is your phone ringing all day? Are you closing so many deals and making so much money that you’re too busy to consider a system that will benefit your clients and provide a second income stream while creating a referral brush fire ? </li></ul><ul><li>If you’re hungry for business, love to help your clients and have an open mind … </li></ul><ul><li>Welcome to the Money Merge Account … </li></ul>
    4. 4. <ul><li>The Money Merge Account ™ is a web-based software program & personal financial management coaching system that shows families how to pay off what ever they owe; mortgages, car loans, student loans, credit cards; in less time; using the same money they are currently spending. </li></ul>
    5. 5. <ul><li>Now ask yourself this question: </li></ul><ul><li>If you could pay off what ever you owe; mortgages, car loans, student loans, credit cards; in less time; using the same money you are currently spending; </li></ul><ul><li>would you be interested in finding out how to do that? </li></ul>
    6. 6. <ul><li>We offer free Money Merge Account ™ analyses, forecasting a target debt-free date for an individual or family. </li></ul><ul><li>My average analysis projects $100,000 in interest savings and 12+ years cut from debt amortization schedules. </li></ul><ul><li>UFirst supports the MMA with a 100% limited money-back guarantee. </li></ul>
    7. 7. We’re Nationally Recognized
    8. 8. <ul><li>“ In some sense there has never been a better mortgage climate for this type of product because of the current real estate market.” Jennifer Hadley Financial Consultant San Francisco California </li></ul>
    9. 9. <ul><li>“ Mortgage companies are now training all of their loan officers to use the Money Merge Account™ system as a tool to destroy their competition when competing for a client’s business.” </li></ul><ul><li>Broker Banker Magazine </li></ul>
    10. 10. <ul><li>“ I like that it allows me the opportunity to make a tremendous amount of extra income by simply helping my clients pay off their mortgage in one third to one half the time .” Kelly Kline Mortgage Broker Carlsbad California </li></ul>
    11. 11. <ul><li>&quot;Our team members are improving their mortgage business and, more importantly, their client base; not to mention, dramatically increasing their income. &quot; </li></ul><ul><li>Thomas Quann III President Stonegate Mortgage </li></ul>
    12. 12. <ul><li>“ I am finding after introducing the Money Merge Account™ system to a new client, that I have all the crucial information needed to evaluate their current financing situation, giving me the ability to refinance at least 20% of their first mortgages ....” Brooke Barnett Mortgage Broker San Diego California </li></ul>
    13. 13. <ul><li>“ I have never personally or publicly endorsed any product. However…I am endorsing this one, it’s the real deal .” Brian Topor Executive Publisher Broker Banker Magazine </li></ul>
    14. 14. <ul><li>&quot;The Money Merge Account TM is the best prospecting tool I've ever seen ... after 5 months our insurance and annuity business is up 45% and we were already a leading player in our industry.&quot; Ron Petrinovich Founder Freedom Equity Group </li></ul>
    15. 15. <ul><li>“ This program works great, whether your goal is to pay off your mortgage and be debt free or your investment philosophy is centered around strategic equity leveraging.” Mike Lahris Manager Kemper Mortgage </li></ul>
    16. 16. <ul><li>“ The wealth building aspect of the Money Merge Account™ system is the next 401(k)” Skyler Witman Founder and CEO United First Financial </li></ul>
    17. 17. <ul><li>Dr. Goldreich proved that 80% of mortgage loans with balances of $80,000 would benefit from a mortgage acceleration payment strategy. </li></ul><ul><li>Dr. David Goldreich London Business School Professor of Finance: University of Toronto Fellow - Centre for Economic Policy Research (London) </li></ul>
    18. 18. <ul><li>“ There is real merit to these [interest elimination ] strategies .” Dr. Jack Guttentag Economist Federal Reserve Bank of New York </li></ul>
    19. 19. <ul><li>Money Merge Account TM Wins Editor’s Choice Award 2008 Personal Real Estate Investor Magazine </li></ul>
    20. 20. United First Financial Founders FIRST
    21. 21. <ul><li>“ My clients and Realtors keep asking: </li></ul><ul><li>‘ Why hasn’t anyone told me about this before?’ </li></ul><ul><li>This program has created a referral brush fire for me.” Scott Schaffer Mortgage Broker Folsom California </li></ul>
    22. 22. If you don’t show your clients the path to a debt-free life, someone else will …
    23. 23. The 5 Reasons why you should consider adding the Money Merge Account to your business <ul><li>Reputation </li></ul><ul><li>Referrals </li></ul><ul><li>Revenues </li></ul><ul><li>Recruiting </li></ul><ul><li>Resources </li></ul>The 5 R’s
    24. 24. Reputation <ul><li>Distinguish yourself from the plethora of other LO’s and mortgage companies </li></ul><ul><li>Earn the reputation as your clients’ “Loan Officer for Life” </li></ul><ul><li>Create loyalty when you are the one that shows them a path to a debt-free life  </li></ul><ul><li>Free up more money for investments or for their next home... who do you think they will come to? </li></ul><ul><li>Establish professional credibility with renters. Sell them MMA Express to help them reduce debt and build equity for a down-payment </li></ul>
    25. 25. Referrals from your contacts <ul><li>Existing purchase and re-finance clients benefiting from the MMA will ‘sing your praises’ to friends, family & other referral sources </li></ul><ul><li>These introductions may be prospects for new mortgages, refinancing and MMA </li></ul><ul><li>Establish relationship with referred renters, who may be immediate prospects for MMA Express as well as being future homeowners </li></ul><ul><li>Reward referrals with legal ‘spiffs’ or convert them into “referring agents&quot; with split-commissions </li></ul>
    26. 26. Referrals to Strategic Partners <ul><li>Help virtually every real estate and financial professional increase their business using the MMA </li></ul><ul><li>You put more money in their pocket and create massive amounts of referrals. They also become part of your UFirst team, generating overrides and passive income! </li></ul><ul><li>Great marketing tool for Builders, Realtors & FSBOs: </li></ul><ul><li>“ Purchase this home and become mortgage free in a fraction of the time!” </li></ul>
    27. 27. Revenue <ul><li>Increase your core mortgage business – neutralize rate shopping </li></ul><ul><li>Sell MMA to existing clients, competitors’ clients … in fact, anyone with debt </li></ul><ul><li>Earn $1,000 to $1,500 direct commission </li></ul><ul><li>Qualify for monthly bonus pool </li></ul><ul><li>Insurance agency style branch payout </li></ul><ul><li>Overrides & bonuses on branch sales (team recruiting is optional) </li></ul>
    28. 28. Revenue - Marketing MMA to Existing Clients <ul><li>Leverage existing relationship and trust level </li></ul><ul><li>Help them build equity fast, eliminate debt and create wealth </li></ul><ul><li>Some clients may benefit by refinancing or restructuring their first mortgage, thereby freeing additional discretionary income to further reduce their payoff time </li></ul><ul><li>Some won’t qualify for a mortgage but will benefit from the Money Merge Account system </li></ul><ul><li>Some clients will still qualify for HELOCs, although not a requirement for the Money Merge Account v4 system </li></ul>
    29. 29. Recruiting <ul><li>Build a team of independent sales agents across US & Western Canada (no licensing or industry experience required) </li></ul><ul><li>Recruit Mortgage industry colleagues & competitors, Realtors, Insurance Agents, CPAs, Financial Planners </li></ul><ul><li>Even if they leave or move, they’ll always be part of your UFirst team! </li></ul>
    30. 30. Resources <ul><li>Agent registration fee just $175 </li></ul><ul><li>Personalized agent website, sales collateral DVD’s, brochures etc. </li></ul><ul><li>Comprehensive product & sales training via back-office videos, national webcasts, team meetings, regional & national conferences </li></ul><ul><li>Local mentoring, support and training from Branch Manager and sponsor </li></ul>
    31. 31. Opportunity for Mortgage Professionals The Money Merge Account™ Please contact your Independent UFirst Agent with your questions and to learn how to get started as an agent. Philip Hulme 816-984-1475
    32. 32. United First Financial, its agents and subsidiaries provide Internet, Web-based software and support services. United First Financial does not provide accounting, tax, legal, real-estate, mortgage, or investment advice. Interested parties should seek and consult with persons or entities licensed and qualified in those areas for advice relating to those matters. United First Financial is not liable or responsible for claims or representations made by any party which are not included in the Money Merge Account™ Limited Guarantee.