Fastest path to mortgage purchase business

66
o It’s time for a personal best o Another record breaking year

description

Dave Savage's newest presentations on how top loan officers are winning more purchase business and getting more referrals from current Realtors with record breaking speed

Transcript of Fastest path to mortgage purchase business

  • 1. o Its time for a personalbesto Another record breakingyear

2. [email protected]| dtsavage| dtsavage| mortgagecoach 3. What are the two toppriorities of most CEOstoday? 4. #1Today is all about beingprepared to lose 75% ofyour REFI business by Q3 5. #2To create a Culture of NMLSCompliance as soon aspossible while ensuring thatwe become more purchasebusiness centric 6. HOW? 7. The best time to generate referrals 8. 100% 9. 20% 10. 30% 11. Hey you can get you3.5% at 1 point or3.25 at zeropointWhat do youwant ?45% 12. Advicemust bemore clearandobvious! 13. 1%-5% 14. ALWAYS CC OR BCC THEREALTOR 15. Quality Service that Exceeds Expectations 16. What % of your team do you want to beamong the top 1%-5%? 17. And of course Compliance.... 18. We help you execute a Culture ofCompliance 19. Its a critical time topivot your businessto be purchasefocused 20. MCExperienceMOBILEAPPPURCHASESUCCESS1. Buyer Total Cost Analysis2. Rent vs. Own Analysis3. Home Buyer Option Analysis4. Move up Buyer Analysis5. Why Buy Now Analysis6. Home Seller Options AnalysisMC Purchase Formula 21. Mortgage Coach Home Buyer StrategiesBuyer Total Cost AnalysisRent vs. Own AnalysisHome Buyer Option AnalysisMove up Buyer AnalysisWhy Buy Now AnalysisHome Seller Options Analysis 22. ALWAYS CC OR BCC THEREALTOR 23. during the borrower conversation. "be sure to download myapp in the Apple store so you can view your mortgage optionsanytime and anywhere - Just go to the apple store and search"mortgage coach" and then click on the link in the email thatincludes your mortgage options. I can also walk you throughthe options remotely if your using your iPad or iPhone. - Idalso love to hear what you think of this new way to make yourmortgage decision" 24. how to use to lock a rate or discuss options while your in acoffee shop (now when your at a coffee shop you can pull a TCAon your iPhone & iPad and walk a client through a TCA -- nowanytime and everywhere you are ready to show and tell successstories and walk clients through the options so they can lock in arate or make a mortgage decision) 25. 4 Wow features thatwill help you break apurchase businessrecord fast 26. control your clientsdesktop & mobile 27. Loan Officer Borrower Experience 28. Add LIVE SHARE to all your quoteswinning more loans with more Wow 29. Crush your competition with theULTIMATE MORTGAGE EXPERIENCE 30. during Realtor meetings "Id love to share a few stories of how Ive helpedhome buyers make better decisions and become better referralsources. (open your iPhone or iPad and while them through a client storywhile highlighting key points in the app) another way you can use this app isthat Ill cc or bcc you every time I send a viewing link to one of your clients --now you can review it anytime, anywhere -- so you dont need to wait untilnext time your at your desktop - Id love to know what you think the first timeyou use it. Now lets download it right now on both your iPhone and iPad" 31. during conversations with friend, family members and pastclients "Hey (first name) would you like to see my new iPhone &iPad app that helps me deliver better advice to my clients who orrefinancing or buying a new home ? (then walk them through asuccess story walking them through your app) What do you think?Is this a better experience than last time you did a home loan? (ifthey love it) help them install it on their iPhone an iPad so theyreready for your future advice and help. 32. know when your clientsare paying attention 33. Get a real-time alerts 34. every rate quote couldhave 4x impact 35. vs.1 client touch-point 36. vs.1 client touch-point4 clientstouch- points 37. Mortgage Coach will helpyou be prepared to lose75% of your REFI businesswithin weeks 38. Mortgage Coach will helphelp you build a Culture ofNMLS Compliance 39. Mortgage Coach delivers gamechanging technology andpersonal training to create newhabits 40. Our Success CoachsWe help you turn your goodintentions into daily habitsChanna Anthony Tenise Lori 41. Have an epiphanyAccountabilityTake baby stepsCelebrateA formula for a new habitEpiphany Accountability Baby Steps Celebrate New Habit 42. Your CoachYour Branch MangerYou accountability partnerOutlook remindersAccountability 43. 1stTCA5TCAs20TCAs100+TCAsThehardestoneHave skillHave skill+ beliefsHave skill+ beliefs atexpertlevelsTraineeTraineeMortgage CoachMortgage CoachMasterBaby Steps to excellence 44. 1stTCA5TCAs20TCAs100+TCAsThehardestoneHave skillHave skill+ beliefsHave skill+ beliefs atexpertlevelsTraineeTraineeMortgage CoachMortgage CoachMasterBaby Steps to excellenceTODAY 45. o Record breakingpurchase businesso Record breaking speedto create a Culture ofNMLS Compliance 46. www.mortgagecoach.com