Learning from the best: How to create a killer presentation

To listen to the audio, join the conference call: 712-432-1001, access code 460056852#

“The most successful originators have one thing in common: they are master influencers”

-Roberto Monaco

go to www.mortgagecoach.com

To listen to the audio, join the conference call: 712-432-1001, access code 460056852#

MC Members ask questions in CHAT

To listen to the audio, join the conference call: 712-432-1001, access code 460056852#

1. Flip open, turn on, or touch you mobile phone2. Create/Compose a new txt message3. Where it says “TO:” put the number 64636 – (this is

where you would usually put a phone number4. In the txt, just put “Webinar” – Nothing else needed5. Take a deep breath and enjoy the sensation of taking a

leap forward in a tough market.

Change you business in 30 seconds flat!

“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.”

webinar

To: 64636

Dave Savage

Tools

Coaching

Metrics

Processes

Strategy

How clear is your strategy?

Do you have the right processes?

Are you measuring the right things?

Are you getting the right coaching & training?

Do you have the right tools to win?

Review your mortgage practice

Strategy = a plan, method, or series of maneuvers for obtaining a specific goal or result

How important do believe it is to deliver an amazing presentation?

• Extremely important • Important• Average• Not important • Unnecessary

On same scale how quality is your current presentation?

• World-class• Great• Good• Average • Bad

Big problems

• What happens when rates go up?

Big problems

• What happens when rates go up?• Having problems keeping buyers in escrow?

Big problems

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

escrow?

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

Big problems

1. What happens when rates go up?2. Having problems keeping buyers in escrow?3. Or for that matter even getting properties

into escrow? 4. Loan officers need more LEADS5. Loan officers need more influence with

partners and clients

How to be come a LEAD MACHINE by creating killer presentations

Today’s Big Idea

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

The quality of your presentation is easy to improve…

…it just requires the knowledge and effort

Has generated 18 leads from 2 Realtors over the

past 30 days

Dylan Kramer

He funded 11last month while receiving 30+ leads

from 12 different Realtors

Scott Nicholson

She has gone from 3 loans per month to 9 loans over

the past 90 days

Tracy Cavanaugh

She has completely changed her game over

the past 4 weeks

Ann Marie Jenkins

Meet Roberto Monaco

My process for analyzing everyone’s presentation

Watch the video Watch each video 2-3 more times

Document what’s great and what

can be improved

My Formula for Creating Killer Presentations and Videos

Developing Content

WhatWhyHow

What if you doWhat if you don’t

Why notWhat’s next

Presentation Structure

OpeningPre-Frame

Body Pre-close

Close

Unleashing Influence

Who am I storyStorySelling

Killing the monster while it is littleStatistics

MonetizationInfluence Laws

Delivery

Scott’s good to GREAT VIDEO

www.MortgageCoachVideo.com

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

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)

Mortgage Coach Powers Today’s Most Important

Presentations

Win more loans and increase your profits with RateWatch

www.MortgageCoachVideo.com

Get listings into escrow with the Seller Buydown Strategy

Blow it up

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

Blow it up over 60 months

Blow it up over 120 months

Make your value obvious

MC Video Presentation ACTION PACK

Tools

Coaching

Metrics

Processes

Strategy

MC powers a strategy that provides obvious tangible value to homeowners

MC provides you will a unique process that delivers obvious value

MC help you measure the right things for your clients

MC provides you will weekly coaching and training – but you need to take action on your own

MC is everything you need to win in the marketplace

Change Your Game

Mortgage Coach Membership

• $595 per year

RateWatch Membership

• $595 per year

Investment

Special Offer

Mortgage Coach Membership

• $595 per year

RateWatch Membership

• $595 per year

Bottom-line Mortgage Coach helps you generate more leads, win more loans and

make more profits

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

12 Conversations

3 Additional Closed Opportunities

More than $6K in additional monthly commissions

Your going to pay for Mortgage Coach one way or another…

$595 per year OR $3K+ per month

Don’t wait take action today

• Join myself and the experts at next Tuesday’s Coaching Call at 9 am PST

• Join Jacob on Thursday at 9 am PST for group training

• Don’t forget to request your VIDEO ACTION PACK

Call 800-485-7251www.RateWatch.com

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?