Mortgage Coach key concepts, highlights and client results

1. conversation features + concepts + stories + results

2. Mortgage Coach App Taker Loan Hack Low margins Low referrals High margins High referrals Low Value High Value

3. App Taker Presentation

4. The Perfect Presentation

5. Ingredients to a perfect presentation

6. Assumptions & Details

7. Short & Long Term Impact

8. Graphs & Charts

9. Audio & Video

10. The Best Way to Share the Perfect Presentation A Referral Breakthrough

11. A Referral Breakthrough

12. experience interactive presentation interactive link A Referral Breakthrough

13. Mr. EDGE Husband Wife Mr. Edge Advisor A Referral Breakthrough

14. Mr. EDGE Mr. Edge A Referral Breakthrough

15. Easy for borrowers to share their EDGE experience with friends & family A Referral Breakthrough

16. powers the perfect presentation that’s easy to share vs. Edge Average

17. Seller Buydown & Open House Flyer helpstarget higher loans Open House Flyer Seller Buydown Flyer

18. Total Cost & Rent vs. Own deliverhigher value to Realtors Rent vs. Own Total Coast Analysis

19. What makesRateWatch valuable? Unique Insight Simple

20. stories See how loan officers are using EDGE to deliver exceptional service & obvious value to borrowers and Realtors

21. story #1 email from the home buyer commenting on the quality of service “It gave your presentation a personal touch” “a 3 minute video is much easier as compared to reading a lengthy email”

22. story #1 Presentation of the monthly payment and cash needed for FHA vs. Conventional 30 year fixed purchase loan Watch Video By Tim Singleton @ bit.ly/edgevideos

23. Review results Wow’s a borrower Won a loan Increased personal confidence story #1

24. story #2 Feedback from a Realtor after watching an EDGE VIDEO

25. story #2 STRATEGY> Great video helping a Realtor sell a home faster by making qualifying easy for this listing Watch video by Bill Marr @ bit.ly/edgevideos

26. Review results Wow’s a Realtor Increased personal confidence story #2

27. story #3 Feedback from a Realtor after watching EDGE Open House video “Love the open house video!” “I’m so glad I found you”

28. story #3 Open House Flyer

29. “EDGE is the most valuable tool for loan officers I’ve seen in my career “ Todd Duncan

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

31. is being adopted by top lenders 203 24 top lenders have rolled out EDGE over the past 4 months

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.“ Jim McQuaig in Herndon, Virginia

33. Mortgage Coach Weekly Coaching ~ Tuesday @ 9AM Weekly Training ~ Thursday @ 9AM

34. Challenges Time Money Change Rewards Time Money Confidence