Self employed Mortgage Advisor - Mortgage Chain Ltd

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www.mortgagechain.co.uk © 2017 Mortgage Chain Ltd. All Rights Reserved. 1 MORTGAGE CHAIN Mortgage Brokers of Today. Join Our Team.

Transcript of Self employed Mortgage Advisor - Mortgage Chain Ltd

Page 1: Self employed Mortgage Advisor - Mortgage Chain Ltd

www.mortgagechain.co.uk© 2017 Mortgage Chain Ltd. All Rights Reserved.

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MORTGAGE CHAINMortgage Brokers of Today. Join Our Team.

Page 2: Self employed Mortgage Advisor - Mortgage Chain Ltd

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Our Vision has always been to create a self employed package,

that provides our Advisors with all the tools to hit the ground

running and build a business to be proud of. That Vision is now a

reality. Say hello to the future of Self Employed Mortgage

Advisors.

Introducers We know that starting your business from scratch, is

the biggest hurdle of all. You need Mortgage Introducers on board.

Our business model is completely focused on Introducers. We will

help you engage, approach and bring on Introducers in your area.

Marketing We provide you with a Marketing System that dazzles.

Ready made templates designed for your target audience and a

database full of Estate Agency Directors to market to, with key

data like email opens, allowing you to follow up with confidence.

Lead System In order to maintain, service and grow your

Mortgage Introducers, you need a state of the art system. Our

Introducer System employs a simple way to send leads, and

provides updates to your Introducers as a PDF for easy filing.

How we role...Learn how Mortgage Chain Operate

Most Mortgage Companies offer Self Employed packages. At Mortgage Chain we do much more. We support and grow with your business.– Alex Kerr

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ALEX KERR

MORTGAGE CHAIN LTD - DIRECTOR

I would like to thank you for your interest. I am exceptionally excited about the prospect of new Advisors like you coming on board, and

seeing the vision that the company has, which is fully focused around you.

Every effort is being made to ensure that we can provide Self Employed Mortgage Advisors with more than just a laptop and system. Many in

this situation can not get off the ground, which is the biggest challenge. We will help you fly from the first moment, and then support the growth

and sustainability of your business. Marketing system’s ready to go, compliance taken care of, all the forms and an efficient admin team to

assist. We would be thrilled to welcome you on board, and to help you become a Senior Player in our business. Here is to our combined

success !

Hi Everyone,

Welcome! Message

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Our Business ModelOur Vision For You

Team Work Makes The

Dream Work! Our aim is

to be successful together.

Loyalty is rewarded. We

offer an *Associate

Package which shares

in company profits.

Profit

Marketing strategy is

key for bringing on

Introducers.

Our approach works. All

you need to do is a click

a button, the hard work

has been done.

Marketing

Being there for your

clients is vital. We provide

top of the range Voip

phones.

This means yours calls

are always answered by

a human, and a message

taken if you are busy.

Communicaton

Management. So you

have all these new

clients!

Relax, we have this

covered. Our lead

system manages every

lead for you and never

forgets.

Management

What are you goals ?

We reflect your goals

into our model.

Our primary focus is to

understand the way you

want to run your

business.

Your Goals

*Associate Package – After 12 months you will qualify for our associate package, should you wish to take advantage of this. Being an Associate means taking a business

minded approach and working together as one. Our Associate package provides full assistance in Recruiting New Self Employed Mortgage Advisors. We have accounts

with providers such as reed.co.uk as well as a network of Mortgage Advisors, that can be tapped into. Every Advisor that comes on board, under your wing, will earn you a

share of profits.

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Five Goals ListOur Goals For You

Room for improvements. There is nothing wrong with having areas that

need development. We will help you find and improve these areas.

We support working from Estate Agents, from an office or from Home.

We provide full assistance and help with your set up.

The next step is to have a structure to your business. You new files will

need a process from sign up to completion. Consider it done.

Consistency – You want continuous business coming into your

business. Once the structure is set up, it is time to reap the rewards.

Growth, vision, success. It can take a few months to get firing on all

cylinders yourself. Once achieved, the next step is to grow together.

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Website, emails...You will have your very own

Mortgage Chain website for

your area, which includes

our introducer system, just

like the one to the right.

Trigold, Mortgage

Keeper, Act!...The systems which will

seamlessly run your

business with ease.

VOIP Phones…Voip phones that are

integrated within our

system, which means if you

can’t answer your phone, a

team member will. You will

receive an email with the

message.

Desktop DevicesDid we mention, you get your own Website ?

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ÝSET UP.

- Equipment

- Office

- Desk

- Systems

REGISTER.

Register with

all of the

lenders

LEARN.

Understand

your busin-

ess and growMARKET.

Let Introduc-

ers know you

are here

TEAM.

We are a

team, all

helping

each other to

achieve

MEETINGS.

Meetings

will help us

share our

valuable

experiences

GROW.

The end goal

for all of us, is

to have multiple

Income Streams

to our business

and retire on a

six figure sum!

Road MapWE ARE ONE

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Idea ?Have an idea ?

Fantastic! We love ideas

and will help implement

yours.

FlexibilityGoing away for a week ?

No problem, we will

support your business.

TogetherOur ethos is to help each

other with the running

and growth of our Firms.

SupportWhen you sign up with

Mortgage Chain, we

promise to deliver.

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Our Notes For MarketingHow To Be Successful With Your Marketing

Understand Your ClientDo your homework. If you get a call out of the

blue, your prospect will be impressed by quickly

being able to provide them with information you

know about them.

Little & OftenWe find drip marketing the most efficient way to

operate, generating the best results.

Be PersonalFollowing up with a personalised message is the

best way to achieve interest in your service.

Use Different MethodsVary your tactics. People respond differently, so

trying different techniques will prove fruitful.

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v

Experience – Our staff have been running Mortgage Broker business’

for between 15-25 years! We know what we are doing, and we bottle

all of the hard work and experiences into a package, providing you

with all the tools required to be successful.

We will support and assist you every step of the way in every single

aspect of your business.

World Class Technology – We are complete tech nuts at Mortgage

Chain, and this means we can provide systems which make your

business life easier. Messages taken on your behalf when you are out

of the office is just the start. All of the forms and administration

processes handed to you on a plate. The option to run a paperless

business, sending everything to your clients for digital signatures, if

you like. We have every angle covered. We are Mortgage Brokers of

today. We are Mortgage Chain Ltd.

SummaryWhat To Expect

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Head Office

Mortgage Chain Ltd

78 New London Road

Chelmsford, Essex, CM2 6HW

Office

Direct Line: 01245 333 222

[email protected]

Mobile

Alex Kerr: 07799 873 228

Contact UsMortgage Chain Ltd - Chelmsford, London, Hadleigh.

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THANK YOUThank you for taking the time to read our presentation.

Have a lovely day.

Alex Kerr – Mortgage Chain Ltd