1.Mortgage Coach Presentation We make your advice valuable to borrowers & Realtors

2. dave@mortgagecoach.com | dtsavage | dtsavage | mortgagecoach 3. Mortgage Coach WHY The mortgage experience has been commoditized, most loan officers are respected at a similar level as a used car salesman And, It doesnt have to be that way 4. Mortgage Coach WHY Most American homeowners waste more money on on debt over a life time than they have in savings at retirement age. And we can make a difference 5. We study the nations most successful loan officers 6. We are working with many of the nations best companies 7. Whats your goal?WowWin 8. What percent of the time does your sales force execute Wow? 9. The best time to generate referrals 10. Quality Service that Exceeds Expectations 11. 1. Must be easy to learn 2. Must be easy to use 3. Must be easy for borrower 4. Must have a team of Success Coaches to drive change 12. WowWinvs. Culture 13. ConsistentRiskvs. Compliance 14. Win moreWin lessvs. Conversion rates 15. Random ReferralsMore Referralsvs. Referrals 16. Random ConfidenceWow Confidentvs. Confidence 17. Mortgage Coach will improve your conversion ratios Question #1 How much will conversion rates improve? 18. What is your current footprint in the marketplace? 19. 282 Mortgage Coach Experiences 20. What is your current footprint in the marketplace? How many borrowers do you deliver a proposal to monthly and annually? Formula: loans closed x closing ratio = your footprint 21. TCA without VIDEO 2 clients touch- points1 client touchpointvs. 22. 184 Mortgage Coach Experiences 593 Mortgage Coach Footprint He is averaging 3.2 views per MCX 23. TCA with VIDEO 1 client touchpoint4 clients touch- pointsvs. 24. Mortgage Coach will increase your referrals Question #2 How many more referrals and loans will you win with MC? 25. Your 2013 Breakthrough. 26. MC will help you turn compliance into your competitive advantage 27. Transparency 28. TransparencyAnti-Steering 29. Transparency Anti-SteeringPolicies vs. Practices 30. Transparency Anti-Steering Policies vs. PracticesConsistency 31. Turn compliance into your competitive advantage 12Comparative Analysis reduce anti-steering concernsOur secure history enables review and simple oversight of policy 32. Mortgage Coach will improve your compliance by helping you deliver more accurate quotes, track and manage what your sales force is doing pre-GFE / pre-LOS 33. Compliance Value 34. Compliance ValueSales Impact 35. Compliance ValueSales ImpactBrand ImpactCulture Impact 36. Mortgage Coach could be the most valuable initiative for your company in 21013How many loans did you close last year? 37. Your 2013 Breakthrough. 38. Have you ever had to go back and forth with a borrower too many times to get their commitment? 39. Loan OfficerBorrower Experience 40. Add LIVE SHARE to all your quotes = winning more loans & shorter sales cycles 41. Ever lose a loan because you didnt present to the right person? 42. Add audio or video to all your quotes = DOUBLING YOUR REFERRALS 43. Ever have a challenge getting a borrower on the phone? (play phone tag) 44. Get a real-time alerts 45. Would you like to deliver value on your clients and partners iPhones? 46. Crush your competition with the ULTIMATE MORTGAGE EXPERIENCE 47. We help you turn good intentions into daily habits 48. Our Success Coachs ChannaAnthonyTeniseLoriWe help you turn your good intentions into daily habits 49. A formula for a new habit Have an epiphanyAccountability Take baby steps Celebrate EpiphanyAccountabilityBaby StepsCelebrateNew Habit 50. Accountability Your Coach Branch ManagerOutlook reminders 51. Mortgage Baby Steps to excellence Coach Master Mortgage Coach 100+ Trainee 20 TCAs Trainee 5 TCAs Have skill 1st TCAs + beliefs at Have skill TCA expertHave skill The hardest one+ beliefslevels 52. ASAP Mortgage Baby Steps to excellence Coach Master Mortgage Coach 100+ Trainee 20 TCAs Trainee 5 TCAs Have skill 1st TCAs + beliefs at Have skill TCA expertHave skill The hardest one+ beliefslevels 53. Your COMMITMENTIm going to create 5 TCAs over the next week 54. TODAYMortgage Baby Steps to excellence Coach Master Mortgage Coach 100+ Trainee 20 TCAs Trainee 5 TCAs Have skill 1st TCAs + beliefs at Have skill TCA expertHave skill The hardest one+ beliefslevels 55. Todays COMMITMENTIm going to create one EDGE TCA today 56. vs. 57. dave@mortgagecoach.com | dtsavage | dtsavage | mortgagecoach 58. Mike Hardwick CEO, Churchill MortgageMay 2012Dec 2012June 2013Loan Officers96108120LOs using EDGE5688120LOs over 100 TCAs32680MC Experiences3,56410,167Avg. loans per month 59. "Skyline is a full-service, direct lender offering client and business partners forward-thinking home financing solutions, personalized service and a wide array of products and services. We believe our partnership with Mortgage Coach and EDGE gives us a distinct competitive advantage and helps our MLO's provide professional, transparent and consistent offerings to our clients. The turmoil and regulatory changes in our industry have been dramatic. As a result, loan officers will be required to look more like "trusted advisers" than "mortgage brokers" and our folks couldn't make that quantum leap without Mortgage Coach and EDGE. The days of the "tail wagging the dog" are over. CEO's must take charge of their production to ensure zero defect delivery of loans to investors and compliance with a complicated array of new laws and regulations. Bill Dallas CEO of Skyline 60. EDGE is a "game-changer for the originator who use it regularly. There is no better way to separate yourselves from the competition than with EDGE. The question is why would an originator NOT use EDGE. The support is excellent, the product is first class. It's really just a matter of taking the time to embrace EDGE and use it on every transactions with every prospect. We so appreciate you and your team making this amazing product available to the industry. Steve Jacobson CEO Fairway Independent Mortgage