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Good to Great Rate Quote
Good to Great Rate Quote
Good to Great Rate Quote
Good to Great Rate Quote
Good to Great Rate Quote
Good to Great Rate Quote
Good to Great Rate Quote
Good to Great Rate Quote
Good to Great Rate Quote
Good to Great Rate Quote
Good to Great Rate Quote
Good to Great Rate Quote
Good to Great Rate Quote
Good to Great Rate Quote
Good to Great Rate Quote
Good to Great Rate Quote
Good to Great Rate Quote
Good to Great Rate Quote
Good to Great Rate Quote
Good to Great Rate Quote
Good to Great Rate Quote
Good to Great Rate Quote
Good to Great Rate Quote
Good to Great Rate Quote
Good to Great Rate Quote
Good to Great Rate Quote
Good to Great Rate Quote
Good to Great Rate Quote
Good to Great Rate Quote
Good to Great Rate Quote
Good to Great Rate Quote
Good to Great Rate Quote
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Good to Great Rate Quote

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Transcript

  • 1. Thank you!
  • 2. Dave Savage CEO of Mortgage Coach
  • 3.
    • Sales is more science than art
  • 4.
    • Sales is more science than art
    • Good is the biggest enemy of GREAT
  • 5. “ 10X companies performed 32 times better than the general stock market.”
  • 6. To help your sales force win more loans and referrals by improving the rate quoting process Big Goal
  • 7. Key Questions
    • What is their current lead to loan conversion ratio?
    • When it comes to consistently Wowing borrowers at the point of sale…Where do your loan officers current rate on a scale of 1-10?
  • 8. Borrowers Perspective
  • 9. LOS ELS
  • 10. The RateQuote Process
  • 11. Rate Quote Challenges
    • They get shopped
    • They lose more loans than they win
    • They don’t get as many referrals as they want
  • 12. Rate Quoting Mistakes
    • Lack of system
    • Only quoting rate, payment and closing fees
    • Lack of quality execution
  • 13. Good vs. Great vs. ?
  • 14. Average
  • 15. Good
  • 16. Great
  • 17. Keys to Success
    • Every loan officer needs to have EDGE
    • Every single prospect must get a TCA from EDGE
    • We focus on teaching everyone how to deliver the best possible EDGE experience with every single client in every selling situation
  • 18. Expected Results
    • Improved Culture and Confidence
    • Improved lead to loan ratio
    • Less PVA’s = Less discounting
    • More referrals
    • More success and profits
  • 19. Keys to the Ultimate RateQuote/Total Cost Analysis
    • It’s fast & easy to deliver
    • It has graphs & charts
    • It shows cost over time
    • It’s mindful of the freedom point
    • Its rich media and easy to share
  • 20. Ultimate RateQuote/Total Analysis
  • 21. Key Questions
    • What is their current lead to loan conversion ratio?
    • When it comes to consistently Wowing borrowers at the point of sale…Where do your loan officers current rate on a scale of 1-10?
    • What is the value of improving sales impact by a few levels?
    • What is the velocity you think you can do this with or without Edge?
  • 22. Q & A
  • 23.  
  • 24. "Dave, I had my first customer presentation this morning. I was able to show my client the advantage of going to a 20-year loan versus staying in a 30 yrs. The graphics of EDGE sealed the deal . It reminds me of the great line from Denzel Washington in the movie Philadelphia "explain it to me like I'm a 6 year old". In a nutshell that's what EDGE does for our clients. This is the best tool I've had in 14 years as an originator . Mega kudos to you and the MC staff. ” John McAdams in Prince Frederick, MD
  • 25. “ Fired off an EDGE wow presentation to a client last night…they totally got it…it visual just cut through all the nonsense and struck them at their wallet…REALLY COOL!! I'm LOVING Edge!” Tracy Cavanaugh
  • 26.   EDGE is a game changer today in meeting with your clients today, either face to face, on the phone or on “their” computer. EDGE will move them off the fence and into your pipe. .   Jim Sahnger in Jupiter, FL
  • 27. “ I think EDGE is fantastic.  Edge puts all the calculations I do short hand into an easy process.   The presentation is clean and easy to read.   I love it! ” Aaron Kayser Herndon, VA
  • 28. “ In our ever changing financial world Mortgage Coach's  EDGE  platform is THE vital tool to bring clarity and value to our clients . ” Paul Walton in Benicia, CA
  • 29. “ The ease of flow and interactive web presentation creates a unique presentation to customers setting you apart. I love EDGE! ” Jeremy Forcier Sonoma, CA
  • 30. Your Breakthrough .
  • 31.  
  • 32.  

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