Learn How To Maximize Todays Refi Opportunity - Webinar

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Mortgage Coach teaches loan officers how to maximize today's REFI opportunity

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Learn How To Maximize Todays Refi Opportunity - Webinar

  1. 1. To listen to the audio, join the conference call: 712-432-1001, access code 460056852# Learn how to Maximize Today’s REFI Opportunity
  2. 2. go to www.mortgagecoach.com
  3. 3. MC Members ask questions in CHAT
  4. 4. Dave Savage
  5. 5. 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
  6. 6. Introducing Today’s Experts >>> To listen to the audio, join the conference call: 712-432-1001, access code 460056852#
  7. 7. Jeremy Forcier
  8. 8. Michael Smalley
  9. 9. LEADS ADVANTAGE REFI SUCCESS PROFITS FUNDINGS
  10. 10. Most Funding CHECKLIST 1. Right funding sources 2. Take quality applications 3. Have realistic expectations personally 4. Set proper expectations with your clients 5. Right people on the right seats of the bus
  11. 11. Most Profits CHECKLIST 1. You need to price your loans right 2. 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 strategies 5. You need to put your proposals in writing
  12. 12. Most Leads CHECKLIST 1. Set mortgage under management (MuM) expectations with your clients
  13. 13. 1. Mortgage under Management Expectations (MuM) Question: What % of your clients have you set MuM expectations with?
  14. 14. Most Leads CHECKLIST 1. Set mortgage under management (MuM) expectations with your clients 2. Organize your funnel of opportunities
  15. 15. 2. Organize your funnel of opportunities Question: How much time do you spend organizing your funnel of opportunities?
  16. 16. 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
  17. 17. 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
  18. 18. 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
  19. 19. 4. Send out RateWatch Reports to every MuM
  20. 20. What every lender sends to clients
  21. 21. Consistent obvious tangible value
  22. 22. What every loan officer should be sending out
  23. 23. 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
  24. 24. 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
  25. 25. Brian Kludt
  26. 26. 1. Properly position yourself with a valuable promise • How do you position yourself? • How do you differentiate and deliver tangible value
  27. 27. 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
  28. 28. 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
  29. 29. Key Question. How are you presenting your advice and solutions to clients?
  30. 30. 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
  31. 31. 3. Present your solution with a Total Cost Analysis
  32. 32. Every loan officers provides these numbers
  33. 33. Now you are having a unique conversation
  34. 34. Now your delivering obvious value
  35. 35. 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
  36. 36. Leverage yourself with Video
  37. 37. Michael Smalley video marketing results Sent email to 1,500 people in database 28 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?
  38. 38. CREATE a Video Press to create a quick video Use Zoom & Edit to make a great video that creates an Aha Press to upload moment after you are happy with your video Go to www.mortgagecoachvideo.com
  39. 39. You need to create a video to Creating a video give you a 100 to 1000 times leverage
  40. 40. SHARE your video 1. Put a link in your email message 2. Embed video in your website
  41. 41. Email your Video See how Jeremy is sharing a video with one of his clients
  42. 42. Email from borrower after getting email
  43. 43. Homework Assignments 1. Watch 3 videos within the next hour 2. Create Total Cost Analysis within 12 hours 3. Create video within 24 hours a. video case study b. video proposal Go to www.mortgagecoachvideo.com
  44. 44. Search word = refiwebinar
  45. 45. Typical LO diving for a loan
  46. 46. Typical mind of homeowner
  47. 47. 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
  48. 48. Mortgage Coach makes average loan officers better and it makes good loan officers the best in the business
  49. 49. Let me show you how we deliver results
  50. 50. Access the best sales and marketing resources Community Library
  51. 51. Our solutions generate leads and win loans
  52. 52. We have a solution for every selling situation Solutions
  53. 53. More PURCHASE loans w/ Seller Buydown Flyer
  54. 54. More PURCHASE loans w/ Rent vs. Own Analysis
  55. 55. Generate REFI loans w/ RateWatch Reports
  56. 56. Win more REFI’s and PURCHASE loans w/ Total Cost Analysis
  57. 57. We train you to implement our solutions
  58. 58. We help you sharpen the saw weekly Weekly Coaching Calls
  59. 59. 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
  60. 60. Bottom-line Mortgage Coach helps you generate more leads, win more loans and make more profits
  61. 61. 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
  62. 62. Your going to pay for Mortgage Coach one way or another…
  63. 63. 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

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