The document is a transcript from a webinar about creating effective presentations to generate more business leads. It provides tips on developing compelling content through storytelling and addressing problems and solutions. It also showcases examples of loan officers who significantly increased their lead generation and closing rates by improving their presentations. Attendees are offered opportunities to get more training from Mortgage Coach experts and try out presentation tools and strategies discussed in the webinar.

1. To listen to the audio, join the conference call: 712-432-1001, access code 460056852# Learning from the best: How to create a killer presentation “The most successful originators have one thing in common: they are master influencers” -Roberto Monaco

2. go to www.mortgagecoach.com To listen to the audio, join the conference call: 712-432-1001, access code 460056852#

3. MC Members ask questions in CHAT To listen to the audio, join the conference call: 712-432-1001, access code 460056852#

4. Change you business in 30 seconds flat! Flip open, turn on, or touch you mobile phone Create/Compose a new txt message Where it says “TO:” put the number 64636 – (this is where you would usually put a phone number In the txt, just put “Webinar” – Nothing else needed Take a deep breath and enjoy the sensation of taking a leap forward in a tough market. To: 64636 webinar “Our #1 Commitment is to your personal success. This service is provided free to help ensure you always have access to the best insight and advice as leading mortgage professionals.”

5. Dave Savage

6. Review your mortgage practice Do you have the right tools to win? Are you getting the right coaching & training? Are you measuring the right things? Do you have the right processes? How clear is your strategy? Strategy = a plan, method, or series of maneuvers for obtaining a specific goal or result

7. How important do believe it is to deliver an amazing presentation? Extremely important Important Average Not important Unnecessary

8. On same scale how quality is your current presentation? World-class Great Good Average Bad

9. Big problems What happens when rates go up?

10. Big problems What happens when rates go up? Having problems keeping buyers in escrow?

11. Big problems What happens when rates go up? Having problems keeping buyers in escrow? Or for that matter even getting properties into escrow?

12. Big problems What happens when rates go up? Having problems keeping buyers in escrow? Or for that matter even getting properties into escrow? Most loan officers don’t’ generate enough LEADS

13. Big problems What happens when rates go up? Having problems keeping buyers in escrow? Or for that matter even getting properties into escrow? Loan officers need more LEADS Loan officers need more influence with partners and clients

14. Today’s Big Idea How to be come a LEAD MACHINE by creating killer presentations

15. The quality of your presentations has a direct relationship on your financial success

16. The quality of your presentation is easy to improve… …it just requires the knowledge and effort

17. Has generated 18 leads from 2 Realtors over the past 30 days Dylan Kramer

18. He funded 11last month while receiving 30+ leads from 12 different Realtors Scott Nicholson

19. She has gone from 3 loans per month to 9 loans over the past 90 days Tracy Cavanaugh

20. She has completely changed her game over the past 4 weeks Ann Marie Jenkins

21. Meet Roberto Monaco

22. My process for analyzing everyone’s presentation Document what’s great and what can be improved Watch the video Watch each video 2-3 more times

23. My Formula for Creating Killer Presentations and Videos

24. Developing Content What Why How What if you do What if you don’t Why not What’s next

25. Presentation Structure Opening Pre-Frame Body Pre-close Close

26. Unleashing Influence Who am I story StorySelling Killing the monster while it is little Statistics Monetization Influence Laws Delivery

27. Scott’s good to GREAT VIDEO www.MortgageCoachVideo.com

28. What’s GREAT about Scott’s video I love Breaking News Date of the presentation Brand new info You and I language I loved the illustrations I like the questions…what does that mean? Great example Very creative!! Great CTA awesome…love it Clear path Great use of technology

29. What could be even better Once in a lifetime because (pre-frame better)…only because people are living longer these days (back up with data) You need to make sure you blow up the numbers in your solutions/problems Work on your transitions What the “amms…” add “urgency story” Two reasons: a) you can refi b) you can buy How can I benefit from it? Not addressing how long the home client is in the house Cause and effect = lower the rates = inflation or higher rates (explain)

30. Mortgage Coach Powers Today’s Most Important Presentations

31. Win more loans and increase your profits with RateWatch

35. www.MortgageCoachVideo.com

36. Get listings into escrow with the Seller Buydown Strategy

37. Blow it up

38. Get more First Time Home Buyers into escrow with the Rent vs. Own

39. Blow it up over 60 months

40. Blow it up over 120 months

41. Make your value obvious

42. MC Video Presentation ACTION PACK

43. Change Your Game MC is everything you need to win in the marketplace MC provides you will weekly coaching and training – but you need to take action on your own MC help you measure the right things for your clients MC provides you will a unique process that delivers obvious value MC powers a strategy that provides obvious tangible value to homeowners

44. Investment

45. Special Offer

46. Bottom-line Mortgage Coach helps you generate more leads, win more loans and make more profits

47. We guarantee results, if you don’t generate an extra 1-3 loans in your first 30 days we will give you a full refund

48. 12 Conversations 3 Additional Closed Opportunities More than $6K in additional monthly commissions

49. Your going to pay for Mortgage Coach one way or another… $595 per year $3K+ per month OR

51. Join Jacob on Thursday at 9 am PST for group training

52. Don’t forget to request your VIDEO ACTION PACK Call 800-485-7251 www.RateWatch.com

53. Survey after webinar How likely are you to refer a friend to a future MC webinar? (1-10) How would you rate Dave Savage? (1-10) How would you rate Roberto Monaco? (1-10) What was your biggest takeaway? Are you an MC member? Do you want to learn more about MC? What other topics or speakers would you like feature in future webinars?