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Mortgage Coach key concepts, highlights and client results
Citation preview
features + concepts + stories + results
conversation
Loan Hack
App Taker
Mortgage Coach
Low margins
Low referrals
High margins
High referrals
Low Value
High Value
App Taker Presentation
The Perfect Presentation
Ingredients to a perfect presentation
Assumptions & Details
Short & Long Term Impact
Graphs & Charts
Audio & Video
The Best Way to Share the Perfect Presentation
A Referral Breakthrough
A Referral Breakthrough
interactive link
experience
A Referral Breakthrough
interactive presentation
Mr. Edge
Mr. EDGE
Husband
Wife
Advisor
A Referral Breakthrough
Mr. Edge
Mr. EDGE
A Referral Breakthrough
Easy for borrowers to share their EDGE experience with friends & family
A Referral Breakthrough
presentation that’s easy to share
vs.
Average Edge
powers the perfect
Seller Buydown & Open House Flyer helps target higher
loans
Seller Buydown Flyer
Open House Flyer
Total Cost & Rent vs. Own deliver higher value to
Realtors
Total Coast Analysis
Rent vs. Own
What makes RateWatch valuable?
Simple
Unique Insight
See how loan officers are using EDGE to deliver exceptional service & obvious value to borrowers and
Realtors
stories
email from the home buyer commenting on the quality of service
story #1
“It gave your presentation a personal touch”
“a 3 minute video is much easier as compared to reading a lengthy email”
Presentation of the monthly payment and cash needed for FHA vs. Conventional 30 year fixed purchase loan
Watch Video By Tim Singleton @ bit.ly/edgevideos
story #1
Review results
•Wow’s a borrower
•Won a loan
•Increased personal confidence
story #1
Feedback from a Realtor after watching an EDGE VIDEO
story #2
STRATEGY > Great video helping a Realtor sell a home faster by making qualifying easy for this listing
Watch video by Bill Marr @ bit.ly/edgevideos
story #2
Review results
•Wow’s a Realtor
•Increased personal confidence
story #2
Feedback from a Realtor after watching EDGE Open House video
story #3
“Love the open house video!”
“I’m so glad I found you”
Open House Flyer
story #3
“EDGE is the most valuable tool for loan officers I’ve seen in my career “
Todd Duncan
“The ease of flow and interactive web
presentation creates a unique presentation to customers setting you
apart.”
Jeremy ForcierSonoma, CA
is being adopted by top lenders
24 top lenders have rolled out EDGE over the past 4 months
203
“As a manager I'm concerned about a consistent sales message across my loan officer team. With Edge I now have a tool that allows me to feel confident that each LO has a process to follow that results in great looking easy to understand presentations to their customers every time without me having to micro manage their every move. It's easy to use, logical and very customer friendly. Our customers love the simple and elegant presentation of the key information needed to make an informed decision now.“
Jim McQuaig in Herndon, Virginia
Weekly Coaching ~ Tuesday @ 9AM
Weekly Training ~ Thursday @ 9AM
Mortgage Coach
Time Money Change
Challenges
Time Money
Confidence
Rewards