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2013 full edge preso

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  • 1. Mortgage Coach Presentation We make your advice valuable to borrowers & Realtors
  • 2. dave@mortgagecoach.com | dtsavage | dtsavage | mortgagecoach
  • 3. Mortgage Coach WHY The mortgage experience has been commoditized, most loan officers are respected at a similar level as a used car salesman And, It doesn’t have to be that way
  • 4. Mortgage Coach WHY Most American homeowners waste more money on on debt over a life time than they have in savings at retirement age. And we can make a difference
  • 5. We study the nations most successful loan officers
  • 6. We are working with many of the nations best companies
  • 7. What’s your goal? Wow Win
  • 8. What percent of the time does your sales force execute Wow?
  • 9. The best time to generate referrals
  • 10. Quality Service that Exceeds Expectations
  • 11. 1. Must be easy to learn 2. Must be easy to use 3. Must be easy for borrower 4. Must have a team of Success Coaches to drive change
  • 12. Wow Win vs. Culture
  • 13. Consistent Risk vs. Compliance
  • 14. Win more Win less vs. Conversion rates
  • 15. Random Referrals More Referrals vs. Referrals
  • 16. Random Confidence Wow Confident vs. Confidence
  • 17. Mortgage Coach will improve your conversion ratios Question #1 How much will conversion rates improve?
  • 18. What is your current footprint in the marketplace?
  • 19. 282 Mortgage Coach Experiences
  • 20. What is your current footprint in the marketplace? How many borrowers do you deliver a proposal to monthly and annually? Formula: loans closed x closing ratio = your footprint
  • 21. TCA without VIDEO 2 clients touch- points 1 client touchpoint vs.
  • 22. 184 Mortgage Coach Experiences 593 Mortgage Coach Footprint He is averaging 3.2 views per MCX
  • 23. TCA with VIDEO 1 client touchpoint 4 clients touch- points vs.
  • 24. Mortgage Coach will increase your referrals Question #2 How many more referrals and loans will you win with MC?
  • 25. Your 2013 Breakthrough.
  • 26. MC will help you turn compliance into your competitive advantage
  • 27. Transparency
  • 28. Transparency Anti-Steering
  • 29. Transparency Anti-Steering Policies vs. Practices
  • 30. Transparency Anti-Steering Policies vs. Practices Consistency
  • 31. Turn compliance into your competitive advantage 1 2 Comparative Analysis reduce anti-steering concerns Our secure history enables review and simple oversight of policy
  • 32. Mortgage Coach will improve your compliance by helping you deliver more accurate quotes, track and manage what your sales force is doing pre-GFE / pre-LOS
  • 33. Compliance Value
  • 34. Compliance Value Sales Impact
  • 35. Compliance Value Sales Impact Brand Impact Culture Impact
  • 36. Mortgage Coach could be the most valuable initiative for your company in 21013 How many loans did you close last year?
  • 37. Your 2013 Breakthrough.
  • 38. Have you ever had to go back and forth with a borrower too many times to get their commitment?
  • 39. Loan Officer Borrower Experience
  • 40. Add LIVE SHARE to all your quotes = winning more loans & shorter sales cycles
  • 41. Ever lose a loan because you didn’t present to the right person?
  • 42. Add audio or video to all your quotes = DOUBLING YOUR REFERRALS
  • 43. Ever have a challenge getting a borrower on the phone? (play phone tag)
  • 44. Get a real-time alerts
  • 45. Would you like to deliver value on your clients and partners iPhones?
  • 46. Crush your competition with the ULTIMATE MORTGAGE EXPERIENCE
  • 47. We help you turn good intentions into daily habits
  • 48. Our Success Coach’s Channa Anthony Tenise Lori We help you turn your good intentions into daily habits
  • 49. A formula for a new habit Have an epiphany Accountability Take baby steps Celebrate Epiphany Accountability Baby Steps Celebrate New Habit
  • 50. Accountability Your Coach Branch Manager Outlook reminders
  • 51. Mortgage “Baby Steps” to excellence Coach Master Mortgage Coach 100+ Trainee 20 TCA’s Trainee 5 TCA’s Have skill 1st TCA’s + beliefs at Have skill TCA expert Have skill The hardest one + beliefs levels
  • 52. ASAP Mortgage “Baby Steps” to excellence Coach Master Mortgage Coach 100+ Trainee 20 TCA’s Trainee 5 TCA’s Have skill 1st TCA’s + beliefs at Have skill TCA expert Have skill The hardest one + beliefs levels
  • 53. Your “COMMITMENT” “I’m going to create 5 TCA’s over the next week”
  • 54. TODAY Mortgage “Baby Steps” to excellence Coach Master Mortgage Coach 100+ Trainee 20 TCA’s Trainee 5 TCA’s Have skill 1st TCA’s + beliefs at Have skill TCA expert Have skill The hardest one + beliefs levels
  • 55. Today’s COMMITMENT “I’m going to create one EDGE TCA today”
  • 56. vs.
  • 57. dave@mortgagecoach.com | dtsavage | dtsavage | mortgagecoach
  • 58. Mike Hardwick CEO, Churchill Mortgage May 2012 Dec 2012 June 2013 Loan Officers 96 108 120 LO’s using EDGE 56 88 120 LO’s over 100 TCA’s 3 26 80 MC Experiences 3,564 10,167 Avg. loans per month
  • 59. "Skyline is a full-service, direct lender offering client and business partners forward-thinking home financing solutions, personalized service and a wide array of products and services. We believe our partnership with Mortgage Coach and EDGE gives us a distinct competitive advantage and helps our MLO's provide professional, transparent and consistent offerings to our clients. The turmoil and regulatory changes in our industry have been dramatic. As a result, loan officers will be required to look more like "trusted advisers" than "mortgage brokers" and our folks couldn't make that quantum leap without Mortgage Coach and EDGE. The days of the "tail wagging the dog" are over. CEO's must take charge of their production to ensure zero defect delivery of loans to investors and compliance with a complicated array of new laws and regulations.” Bill Dallas CEO of Skyline
  • 60. EDGE is a "game-changer” for the originator who use it regularly. There is no better way to separate yourselves from the competition than with EDGE. The question is why would an originator NOT use EDGE. The support is excellent, the product is first class. It's really just a matter of taking the time to embrace EDGE and use it on every transactions with every prospect. We so appreciate you and your team making this amazing product available to the industry. Steve Jacobson CEO Fairway Independent Mortgage