A worksheet designed to help you get clear on your mortgage and Mortgage Coach WHY.

1. VALUESANDWHYWORKSHEET
KELLYZITLOW EXAMPLE“MYMISSIONISTODELIVERANHONEST,WELL
COMMUNICATEDKNOWLEGEBASEDLENDINGEXPERIENCE.“
Describeyourmortgagewhyassimpleaspossible.
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YourMortgageWhy
Whatareyourtop3mortgagevalues?
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Whatareyourtop6mortgagevalues?
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Education
Simplicity
Effectiveness
Freedom
Mastery
Wow
GivingGiving
Advice
Significance
Helpfulness
Leadership
Loyalty
Fun
StatusStatus
Excellence
Power
Growth
Honesty
Speed
Transparency
Sucess
Diversity
Teaching
Accuracy
Knowledge
Consistency
Clarity
Bethebest
Ambition
Service
Winning
Accountability
Whatarethevaluesthatareextremelyimportanttoyouasamortgageprofessional?
YourMortgageValuesAssessment

2. DescribeyourMortgageCoachWhyassimpleaspossible.
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YourMortgageCoachWhy
MortgageCoachWHYCollection
MICHELETOWN |RPM MORTGAGE
IutilizeMortgageCoachtoimpactmyclientsunderstandingoftheiroptions.ThroughtheMCTotalCost
Analysisclientsareabletomakeimpactfuldecisionsontheirfinancialsolutions.
JOSHMETTLE |FAIRWAY
MortgageCoachhelpsmechangetheconversationfromrateandfeetovaluedadvice.Thishelpsme
differentiatemyselfasanexpert.
WALWALLYELIBIARY |CORNERSTONE
MortgageCoachisagreatwaytoberidiculouslysmartwithclients.
DENISEDONOGHUE |SERVICEFIRSTMORTGAGE
MortgageCoachallowsmetoeducatefamiliesonhowtomakesmarterfinancialdecisionstohelptheir
future–andthegenerationsbelowthem.Toomanypeoplearenotstrategicbecausenooneevertaught
them.IuseMCTotalCostAnalysistoteachthem.Itisbyfarthe#1besttooltoeducatefamiliesinaclear,
directway.It’sagamechanger!
JEREMJEREMYFORCIERS |PEOPLESHOMEEQUITY
MortgageCoachmakesiteasyforborrowerstodigestcomplicatednumbersandprocesswhatsetsme
apartasateacherandinsightprovider.EDGEisahugeefficiencytimemanagementtool.Becauseithelps
mecounterobjectionsbeforetheyariseandcreateopportunitiesbyincludingRealtorsandpartnerson
presentations.
KEVINMARTINI|BENCHMARK
ItismypersonalmissiontohelpmyclientsandpaItismypersonalmissiontohelpmyclientsandpartnerscreatewealthwithrealestateandIdoitby
providingtrustedadvicesomyclients‘knowbeforetheyowe’andhavepriceandcostclaritysotheycan
feelconfidentwhenshoppingfortheirnewhome.EveryfamilyisprovidedwiththeMortgageCoachTotal
CostAnalysisbecauseitsimplyandeffectivelyhelpscommunicatetheavailableoptions.IalsousetheMC
TotalCostAnalysiswithmyRealtorssotheyunderstandthevalueIbringtotheirclients.

3. MortgageCoachWHYCollection
MARTYPRESTON | BENCHMARK
IbelievethemoIbelievethemortgageindustryhasbeencommoditizednotbyconsumersbutratherbythepeople
insideourindustry.Mostloanofficersseethemselvesassalespeoplewhosellaproduct.Whyelsewould
theybesoworriedaboutwhatratetheircompanyisoffering?Aprofessionaladvisorisaproviderof
servicesanditistheVALUEofthatperson’sservicethatdeterminesthecost.Oneattorneymaycharge
$2000perhourandhaveawaitinglistforclientswhileanothermaycharge$20perhourandbe
strugglingtofindoneclient.ThesameistruewithCPA’s,financialadvisorsandanyothertrueprofessional
servicepserviceprovider.MortgageCoachenablesmetoSHOW myclientsthatIamaprofessionaladvisorand
notamortgagesalesman.
KATHRYNPEDERSEN | BAYEQUITY
Mymissionisthateveryclientthatleavesmyofficemoreeducatedthanwhentheywalkedin.Mortgage
CoachgivesmeasimpleeducationaltoolthatIcanuseforclientsandrealestateagents.Itlaysoutloan
optionsclearlyandprofessionally,givingmyclientssomethingvisualtobasetheirloandecisionson.My
clientshaveatoolthattheyreferenceastheyshopgivingthemserviceevenwhenIamawayfrommy
desk.Hightouchserviceonthego!
NIKKIGROFFS | WALLLIK&VOLK
EDGEisextEDGEisextremelyhelpfulwhentalkingwithaclient.Itallowstheclienttoseetheoverallcostoftheloan
anddoesnotfocusasmuchonrate(whichisimportantinaTBDconsult).OncethereisacontractEdgeis
extremelyhelpfulingivingspecificexampleswithvisualaidestotheclient,againfocusingonthecostof
theoverallloannotjustrate.ExamplesarewhenanFHAloan’srateislowerandaconventionalishigher;it
ismucheasiertodiscussthecostoftheMIonaFHAvsPMIonaconventionaliftheyqualifyforboth.It
usuallyisveryclearwhichproductmakessincefortheclient.EDGEallowstheGroffTeamtopresent
optiontotheclientinapoptiontotheclientinaprofessionalmanor.EDGEalsoaddsvaluetoboththeclientandusasaGroff
Teamallowingustodeliverclear,concise&usableinformationtoourclientswhentheyarelookingat
mortgageneeds.
ANDREW STORTEBOOM |FAIRWAY
BecomeI’mintheadvicebusinessandMortgageCoachhelpsmedeliversuperioradvice.Notonlydoesit
givemethemostaccurateinformationbutitisinaformatmyclientslove.Itistrulyinvaluable.