The document discusses improving a mortgage company's sales process and rate quoting through the use of a tool called EDGE. EDGE allows loan officers to create customized visual presentations that show homeowners the costs and savings of different loan options over time. Testimonials from loan officers say EDGE helps win deals and improves the client experience by making complex information easy to understand. Implementing EDGE and focusing on consistently delivering the best client experience is expected to increase the company's lead to loan conversion rate, reduce discounting, and grow referrals.

1. Thank you!

2. Dave Savage CEO of Mortgage Coach

5. “ 10X companies performed 32 times better than the general stock market.”

6. To help your sales force win more loans and referrals by improving the rate quoting process Big Goal

8. Borrowers Perspective

9. LOS ELS

10. The RateQuote Process

13. Good vs. Great vs. ?

14. Average

15. Good

16. Great

20. Ultimate RateQuote/Total Analysis

22. Q & A

24. "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 "explain it to me like I'm a 6 year old". 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

25. “ 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

26. 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

27. “ 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! ” Aaron Kayser Herndon, VA

28. “ 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

29. “ The ease of flow and interactive web presentation creates a unique presentation to customers setting you apart. I love EDGE! ” Jeremy Forcier Sonoma, CA

30. Your Breakthrough .