2013 full edge preso

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2013 full edge preso

  1. 1. Mortgage Coach Presentation We make your advice valuable to borrowers & Realtors
  2. 2. dave@mortgagecoach.com | dtsavage | dtsavage | mortgagecoach
  3. 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. 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. 5. We study the nations most successful loan officers
  6. 6. We are working with many of the nations best companies
  7. 7. What’s your goal? Wow Win
  8. 8. What percent of the time does your sales force execute Wow?
  9. 9. The best time to generate referrals
  10. 10. Quality Service that Exceeds Expectations
  11. 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. 12. Wow Win vs. Culture
  13. 13. Consistent Risk vs. Compliance
  14. 14. Win more Win less vs. Conversion rates
  15. 15. Random Referrals More Referrals vs. Referrals
  16. 16. Random Confidence Wow Confident vs. Confidence
  17. 17. Mortgage Coach will improve your conversion ratios Question #1 How much will conversion rates improve?
  18. 18. What is your current footprint in the marketplace?
  19. 19. 282 Mortgage Coach Experiences
  20. 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. 21. TCA without VIDEO 2 clients touch- points 1 client touchpoint vs.
  22. 22. 184 Mortgage Coach Experiences 593 Mortgage Coach Footprint He is averaging 3.2 views per MCX
  23. 23. TCA with VIDEO 1 client touchpoint 4 clients touch- points vs.
  24. 24. Mortgage Coach will increase your referrals Question #2 How many more referrals and loans will you win with MC?
  25. 25. Your 2013 Breakthrough.
  26. 26. MC will help you turn compliance into your competitive advantage
  27. 27. Transparency
  28. 28. Transparency Anti-Steering
  29. 29. Transparency Anti-Steering Policies vs. Practices
  30. 30. Transparency Anti-Steering Policies vs. Practices Consistency
  31. 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. 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. 33. Compliance Value
  34. 34. Compliance Value Sales Impact
  35. 35. Compliance Value Sales Impact Brand Impact Culture Impact
  36. 36. Mortgage Coach could be the most valuable initiative for your company in 21013 How many loans did you close last year?
  37. 37. Your 2013 Breakthrough.
  38. 38. Have you ever had to go back and forth with a borrower too many times to get their commitment?
  39. 39. Loan Officer Borrower Experience
  40. 40. Add LIVE SHARE to all your quotes = winning more loans & shorter sales cycles
  41. 41. Ever lose a loan because you didn’t present to the right person?
  42. 42. Add audio or video to all your quotes = DOUBLING YOUR REFERRALS
  43. 43. Ever have a challenge getting a borrower on the phone? (play phone tag)
  44. 44. Get a real-time alerts
  45. 45. Would you like to deliver value on your clients and partners iPhones?
  46. 46. Crush your competition with the ULTIMATE MORTGAGE EXPERIENCE
  47. 47. We help you turn good intentions into daily habits
  48. 48. Our Success Coach’s Channa Anthony Tenise Lori We help you turn your good intentions into daily habits
  49. 49. A formula for a new habit Have an epiphany Accountability Take baby steps Celebrate Epiphany Accountability Baby Steps Celebrate New Habit
  50. 50. Accountability Your Coach Branch Manager Outlook reminders
  51. 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. 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. 53. Your “COMMITMENT” “I’m going to create 5 TCA’s over the next week”
  54. 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. 55. Today’s COMMITMENT “I’m going to create one EDGE TCA today”
  56. 56. vs.
  57. 57. dave@mortgagecoach.com | dtsavage | dtsavage | mortgagecoach
  58. 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. 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. 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

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