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Modern Mortgage Summit 2021 MANIFESTO

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Modern Mortgage Summit 2021 MANIFESTO

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We want loan officers to be... the MOST VALUABLE FINANCIAL ADVISOR to families and borrowers who want to achieve financial freedom.

Loan officers should be competing with CPAs, financial advisors, and Realtors to deliver the best advice experience and the best financial literacy education they’ve ever received.

We want loan officers to be... the MOST VALUABLE FINANCIAL ADVISOR to families and borrowers who want to achieve financial freedom.

Loan officers should be competing with CPAs, financial advisors, and Realtors to deliver the best advice experience and the best financial literacy education they’ve ever received.

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Modern Mortgage Summit 2021 MANIFESTO

  1. 1. We want MORE for LOCAL Modern Mortgage Advisors. We want you to be... the MOSTVALUABLE FINANCIAL ADVISOR to a family and to borrowers. We should be competing with CPAs, financial advisors, and Realtors to deliver the best advice experience and the best financial literacy education they’ve ever received. You are already critical to everyone who needs a mortgage to buy a home. BUT THERE’S A FINANCIAL LITERACY CRISIS IN AMERICA. Most people have less than 100,000 in assets in retirement years and waste hundreds of thousands in interest expenses because they didn’t manage their mortgage and liabilities in the smartest way possible. According to the CFPB, over 27M people with student loans qualify for reduced monthly payments or actual debt forgiveness. There is $16.5T in mortgage debt in America and $19.4T in equity. Millions of HOMEOWNERS CAN AND SHOULD MOVE UP, but they aren’t clear on the numbers and financial benefits. Millions of RENTERS CAN AND SHOULD BUY NOW, but they aren’t clear on the numbers and financial benefits. 27M people with student loans aren’t optimizing their purchase power because they aren’t clear on the numbers and don’t know how to optimize their student loan debt and payments. BUT LOCAL MODERN MORTGAGE ADVISORS CAN CHANGE ALLTHIS… You know how to use the technology to optimize liabilities and present mortgage strategies, you know how to use social media for good to help create awareness in your local communities. You have the leadership skills to teach and educate everyone from the Realtors, CPAs, financial advisors, and every advisor who helps families build wealth to achieve financial freedom. LOCAL MODERN MORTGAGE ADVISORS... Go beyond the mortgage transaction with the value they deliver, and they build sustainable businesses and invest in real estate to achieve financial freedom for themselves. You’re not just here to learn how to make more money. You’re here because you are a change agent, and you have the power in your hands to be transformative in the lives of homebuyers and Realtor partners. You WILL learn how to make more money, but when your primary goal is to serve and make a difference in the lives of those you serve, the money comes without effort. Today, we will celebrate some of America’s most successful LOCAL Modern Advisors. We’re going to study them and learn from them. So time to turn off your mobile phone and focus on this event. Take actionable notes, schedule jam sessions to do the work, and implement ideas. MANIFESTO october 6, 2021

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