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Mortgage Coach Conversation


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Mortgage Coach key concepts, highlights and client results

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Mortgage Coach Conversation

  1. 1. conversation<br />features + concepts + stories + results <br />
  2. 2. Mortgage Coach <br />App Taker<br />Loan Hack<br />Low margins <br />Low referrals <br />High margins <br />High referrals <br />Low Value <br />High Value <br />
  3. 3. App Taker Presentation<br />
  4. 4. The Perfect Presentation<br />
  5. 5. Ingredients to a perfect presentation<br />
  6. 6. Assumptions & Details<br />
  7. 7. Short & Long Term Impact<br />
  8. 8. Graphs & Charts<br />
  9. 9. Audio & Video<br />
  10. 10. The Best Way to Share the Perfect Presentation <br />A Referral Breakthrough <br />
  11. 11. A Referral Breakthrough <br />
  12. 12. experience <br />interactive presentation<br />interactive link<br />A Referral Breakthrough <br />
  13. 13. Mr. EDGE<br />Husband<br />Wife<br />Mr. Edge <br />Advisor<br />A Referral Breakthrough <br />
  14. 14. Mr. EDGE<br />Mr. Edge <br />A Referral Breakthrough <br />
  15. 15. Easy for borrowers to share their EDGE experience with friends & family <br />A Referral Breakthrough <br />
  16. 16. powers the perfect <br />presentation that’s easy to share <br />vs.<br /> Edge<br />Average<br />
  17. 17. Seller Buydown & Open House Flyer helpstarget higher loans<br />Open House Flyer<br />Seller Buydown Flyer<br />
  18. 18. Total Cost & Rent vs. Own deliverhigher value to Realtors <br />Rent vs. Own <br />Total Coast Analysis<br />
  19. 19. What makesRateWatch valuable? <br /> Unique Insight <br />Simple <br />
  20. 20. stories<br />See how loan officers are using EDGE to deliver exceptional service & obvious value to borrowers and Realtors <br />
  21. 21. story #1<br />email from the home buyer commenting on the quality of service<br />“It gave your presentation a personal touch”<br />“a 3 minute video is much easier as compared to reading a lengthy email” <br />
  22. 22. story #1<br />Presentation of the monthly payment and cash needed for FHA vs. Conventional 30 year fixed purchase loan <br />Watch Video By Tim Singleton @<br />
  23. 23. Review results<br />Wow’s a borrower <br />Won a loan<br />Increased personal confidence <br />story #1<br />
  24. 24. story #2<br />Feedback from a Realtor after watching an EDGE VIDEO<br />
  25. 25. story #2<br />STRATEGY> Great video helping a Realtor sell a home faster by making qualifying easy for this listing <br />Watch video by Bill Marr @<br />
  26. 26. Review results<br />Wow’s a Realtor <br />Increased personal confidence <br />story #2<br />
  27. 27. story #3<br />Feedback from a Realtor after watching EDGE Open House video <br />“Love the open house video!”<br />“I’m so glad I found you”<br />
  28. 28. story #3<br />Open House Flyer<br />
  29. 29. “EDGE is the most valuable tool for loan officers I’ve seen in my career “ <br />Todd Duncan<br />
  30. 30. “The ease of flow and interactive web presentation creates a unique presentation to customers setting you apart.”<br />Jeremy Forcier<br />Sonoma, CA<br />
  31. 31. is being adopted by top lenders <br />203<br />24 top lenders have rolled out EDGE over the past 4 months <br />
  32. 32. “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.“ <br />Jim McQuaig in Herndon, Virginia <br />
  33. 33. Mortgage Coach <br />Weekly Coaching ~ Tuesday @ 9AM <br />Weekly Training ~ Thursday @ 9AM <br />
  34. 34. Challenges <br />Time <br />Money <br />Change <br />Rewards <br />Time <br />Money <br />Confidence<br />