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2/14/2014
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HOW TO CREATE MORTGAGE EDUCATION CLASSES FOR YOUR CLIENTS!
…and get more leads!
Karen Deis, LoanOfficerTraining.com
Sample of R.E. Video Classes Online
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Why Mortgage Education Classes for Home Buyers
How to Create Mortgage Education Classes Yourself
Six Ways to Use Videos To Get More Business
Done-For-You Classes
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Keep Track ofCommonly-Asked
Questions
Why Get Pre-Approved?
Create an Outline
Why get pre-approved
What documents are needed
Credit reports
Credit scoring
Seller
Pre-approved vs. Pre-qualified
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Writing the Script
Keep it simple
No mortgage terminology
Write the way you talk
One page = 3-minute class
Keep classes short
Compliance
Consumer Finance Protection Rules
Consumer Disclosure Rules
Social Media Monitoring Plan
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Recording Your Classes
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Karen Deis
Started Mortgage Biz – 1972
Owned Cornerstone Mortgage
Owned Buyer’s Agent Real Estate Company
Owned Appraisal Company
State Board of Directors – NAMB
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Sample Slide
Sample Slide
Match Scriptsto
Power Point Slides
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1,000 Words = About 3 minutes
50% Pictures
50% Bullet points/key words
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Convert PPT. to Video Format
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6 Ways to Promote Your Classes
Blog
Website
Social Media
YouTube Channel
Real Estate Agents
Notify Your Database
Email links to prospects Auto-Responder Series
Specific Classes
Email links to real estate agents
Blogging
Scripts – Written Version
Short class description with link to view
EXAMPLE - “Someone asked me the other day about escrow accounts and why they are needed, so I created an educational class called What is an Escrow Account and Why Do I Need One?for new home buyers! (link to class)
ActiveRain.com
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Website
Education Classes Tool Bar Short description
Length of class
Opt In/Pop Up to Capture Email Addresses
Featured Homebuyer Education Classes
Social Media
Facebook Personal page
Fan page
YouTube
YouTube Channel
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Real Estate Agents
New Agents Email Links
Managing Broker
New Loan Officers
Mortgage Education Classes
Who Qualifies for a USDA Loan?
Are You Eligible for a VA Loan?
Shopping for a Mortgage: Questions to Ask
The Inside Scoop about Appraisals
How to Interpret a Closing Statement
What You Need to Know About Your Final Loan Approval
Why Do I Need an Escrow Account?
Why You Might Consider an ARM Loan
Who Qualifies for an FHA Loan?
Comparing 30 Yr. & 15 Yr. Fixed Rate Mortgages
Why You Need to Get Preapproved
What You Need to Know About Purchase Agreements
Why You Need Mortgage Insurance on Most Types of Loans
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LoanOfficerTraining.com
LoanOfficerTraining.com
6 Ways to Promote Your Classes
Blog
Website
Social Media
YouTube Channel
Real Estate Agents
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You may be the best and smartest loan officer in the entire world…
BUT
If nobody knows about you
YOU’LL GO BROKE!
