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EDGE Preview Presentation for Bill Hart


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EDGE Preview Presentation for Bill Hart

  1. 1. + ? =
  2. 2. To convince you that evangelizing EDGE to your clients and fellow coaches at BC is the most important thing/tactic you can do to help clients reach higher levels of success this month My goal today…
  3. 3. is being adopted by top lenders 24 top lenders have rolled out EDGE over the past 4 months 203
  4. 6. FHA vs. Conventional 30 year fixed purchase loan
  5. 7. It gave your presentation a personal touch, which is difficult to match via standard email. Additionally, listening to a 3 minute video is much easier as compared to reading a lengthy email
  6. 8. I love it!!!! Fantastic – you are ahead of the curve!!! And awesome! Great tool to send to my clients …is it easy to change the price
  7. 10. Changes Everything .
  8. 11. The formula for More Leads & Referrals
  9. 12. Let’s drill down into the formula
  10. 13. What’s the difference between an average and great presentation?
  11. 14. Average Loan Officer
  12. 15. Loan Officer
  13. 16. Who would you rather do business with? vs. Mr. Average Mr. Edge
  14. 17. If you were a Realtor who would be your Preferred Lender? vs. Mr. Average Mr. Edge
  15. 18. Checklist for CREATING EDGE VIDEO
  16. 19. Checklist for MARKETING EDGE VIDEO
  17. 21. Now that you have a GREAT PRESENTATION you need ACTION
  18. 22. Mr. Average Mr. Average
  19. 23. Mr. Edge Mr. EDGE Husband Wife Advisor
  20. 24. Mr. Edge Mr. EDGE
  21. 25. Mr. Edge Mr. EDGE
  22. 26. Mr. Edge Mr. EDGE
  23. 27. Mr. Edge What would be the value of a perfect presentation of a great story to all your REALTOR relationships?
  24. 28. Mr. Edge What would be the value of a perfect presentation of a great story to all your PAST CLIENT relationships?
  25. 29. Changes Everything . + Perfect Presentation Easy to share
  26. 30. Meet
  27. 31. More Leads & Referral IDEAS
  28. 32. More Leads & Referral IDEAS
  29. 33. More Leads & Referral IDEAS
  30. 34. More Leads & Referral IDEAS
  31. 35. Checklist for CREATING EDGE VIDEO
  32. 36. Checklist for MARKETING EDGE VIDEO
  33. 37. Ingredients to a perfect presentation
  34. 38. 8 Simple Steps Borrower experience... Predictable Success
  35. 39. The Perfect Presentation
  36. 40. Assumptions & Details
  37. 41. Short & Long Term Impact
  38. 42. Graphs & Charts
  39. 43. Video
  40. 44. 6 Simple Steps Realtor Experience... Success Simplified
  41. 45. Meet
  42. 46. “ EDGE is an absolute game changer, it’s the most valuable tool for loan officers I’ve seen in my career “ Todd Duncan
  43. 47. Stunning Charts & Graphs Easier to understand for everyone
  44. 48. LIVE powers a WOW experience Better win ratio and more referrals
  45. 49. <ul><li>Start using EDGE for only $89 monthly or $895 annually </li></ul>Your Breakthrough .
  46. 50. “ 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
  47. 51.   What I love about EDGE reports is that they are easy on the eye.  You can look at the charts and graphs and tell exactly what the report is saying within seconds .   Brent Sute in Tuscaloosa, AL
  48. 52.   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
  49. 53. “ I think Mortgage Coach Edge is a game changer for loan officers who are serious about closing more loans each month.  It is incredibly easy to use, provides in depth analysis, highly visual reports, and offers the ability to share the information in a variety of ways that my clients and partners love.  Edge has quickly become an essential resource that I now use for all my consultations.   EDGE is an absolutely brilliant tool!”  Dustin Hughes in Lake Oswego, OR
  50. 54. “ 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! I was so excited I showed my wife last night.” Aaron Kayser Herndon, VA
  51. 55. “ 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
  52. 56. &quot;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 &quot;explain it to me like I'm a 6 year old&quot;. 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
  53. 57. “ Edge works the way we do, ask the right questions in the right order and win your clients respect.  The feedback and results have been amazing .” Dan Rawitch, Petaluma, CA
  54. 58. “ EDGE is an absolute game changer, it’s the most valuable tool for loan officers I’ve seen in my career “ Todd Duncan, San Diego, CA
  55. 59. “ As a manager I'm concerned about a consistent sales message across my loan officer team. With Edge I now have a tool that allows me to feel confident that each LO has a process to follow that results in great looking easy to understand presentations to their customers every time without me having to micro manage their every move. It's easy to use, logical and very customer friendly . Our customers love the simple and elegant presentation of the key information needed to make an informed decision now .“ Jim McQuaig in Herndon, Virginia
  56. 60. “ EDGE is without a doubt the best resource a manager can use to get Loan Officers from Zero to Hero in no time at all. More importantly, it systematizes EVERY loan presentation made to borrower’s to ENSURE consistency, accuracy and competency , EVERY customer receives the same experience REGARDLESS of who presented the facts and figures.“ Ron Quintero, Laguna Hills, CA
  57. 61. “ The ease of flow and interactive web presentation creates a unique presentation to customers setting you apart. I love EDGE! ” Jeremy Forcier Sonoma, CA
  58. 62. Your Breakthrough .