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Page E of the 1003 (By Karen Deis)
Have you have ever heard of the Page 5 of the 1003? Of course you have. Now, I propose that loan officers have a Page E (for EXPECTATIONS) of the 1003. It’s a list of questions to ask your clients prior to completing the 1003 so not only you know what they expect of you—but what you expect of them.
With this product, you will receive the "Page E of the 1003" which has 17 very specific questions for you to ask clients even before you begin the loan process.
You may even wish to consider asking some of the questions on PAGE E of the 1003 over the telephone, prior to them making an appointment. This could eliminate their frustration with their ability to find a lender because I will bet you that no other lender will take the time to ask them the “expectation” questions.
If you would like read the published article associated with this product from LoanOfficerMagazine.com, click on the "Full Description" link:
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Price: $29.00
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CD Replay - 6 Low Cost Client Retention Strategies (By Karen Deis)
Everyone and their brother (or sister) is out to take your past clients "away" from you...
- Financial Planners and Insurance Agents are providing mortgage loans,
- Airlines are awarding frequent flier miles,
- Home improvement companies have mortgage kiosks in the kitchen and bath department,
- ...Wal-Mart is knocking at your door!
Asking for referrals or sending a post card every month is simply not good enough any more. Karen Deis shares with you an on-going marketing plan with 6 easy to implement ideas, to keep in touch with past clients by offering them valuable information along the way. "Buying Brain Cells" is the name of the game--so when your customers, family and friends hear the word "mortgage", they think of YOU. Even if you have not marketed to your database in the past, it's never too late to start!
Here's what you will learn:
- Low-Cost strategies to implement immediately after closing
- What to do if you have not marketed to your closed loan database in the past
- How to work with Real Estate Agents as part of your past client tactics
- How to hold a seminar for your past clients only
FREE Bonus - Financial Fitness Form - Marketing form to send to your clients on a annual basis to help them evaluate how to use their mortgage as a financial planning tool.
Price: $75.00
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Client Advisor Series - 3 CD Replay Special (By Gibran Nicholas)
Save 15% when you order 3 courses in CD Replay format!
(What is a CD Replay?: A CD Rom Replay is simply a seminar put onto a CD. The CD is viewed on your computer and includes slides, audio and text.)
Here is what you get:
Price: $189.00
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Financial Fitness Marketing System (By Karen Deis)
The system includes:
- An explanation of the "Financial Fitness Marketing System"
- A cover letter to your client (Word document for editing)
- Financial Fitness Form Questionnaire (Word document for editing)
- Copy of Article from LoanOfficerMagazine.com
This unique marketing piece can be used to send to your clients at the end of the year or to new clients as an introductory piece establishing you as their mortgage doctor.
The Financial Fitness Marketing System contents are emailed to you at the address you provide upon checkout. Your order confirmation will contain the links to download the materials. If you haven't received your order confirmation containing the links within 24 hours, please check your spam folder. Call 1-800-535-3343 with any questions.
Price: $59.00
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CD Replay - E-Commerce: The Power of Recruiting and Retaining Customers for Life (By Chip Cummings)
Running Time: 90 Minutes
What's one of the first things people will do when they want to find out more about you or your company? It's a simply a matter of a Google or yahoo search. What do you think they do when they can't find you on the Internet?
In this day and age, it's absolutely imperative that you have an Internet presence. Chip Cummings is one of the pioneers of e-commerce on the web who recognized its value--to not only keep in touch with past customers, but using his website as a lead-generation tool.
Here's what you will learn when you attend this online training course:
- Discover how to develop and
use E-zines to automate your referral marketing
- Learn the 4 rules of what makes
a website effective and why
- Pop-up's; pop-under's; and talking websites
- Develop an "auto-responder system" to create a constant flow of new customers
- Fact & Fiction - Staying in compliance with state and federal regulations
What is a CD Replay?: A CD Rom Replay is simply a seminar put onto a CD. The CD is viewed on your computer and includes slides, audio and text.
Price: $75.00
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Client Survey/Thank You Letter (By Bliss Sawyer)
You can't improve if you don't get the feedback. Free copy of customer survey letter to send out one week after closing.
Price: $0.00
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CD Replay - Building a Brand Called YOU: The Power of the First Impression (By David Kuiper)
Running Time: 62 Minutes
Everybody talks about it-but only a handful of mortgage loan originators have truly turned themselves into a "brand". Branding in the market place is very similar to branding cows on the ranch. It should be designed to differentiate your cow from all the other cattle on the range. According to Al Reis, a Marketing Guru, "branding is the method designed to pre-sell your services to the client-it's simply the most efficient way to sell."
David Kuiper IS one of those mortgage origin ators who has taken "branding" to an art form. He is known throu ghout the industry as THE expert in building a personal brandin g platform. When you log on to this seminar, he will focus on how to begin your very own branding process with the power of the FIRST IMPRESSION.
When you view this webcast, you will learn:
- How the "Power of the First Impression" affects your business
- Learn how to "set the stage" for your "performance"
- How to design a world-class, customer experience they won't forget
- Learn how to get more referrals from the people you meet
- How to utilize technology to leverage your brand and keep it alive
- Learn exactly what David does to set himself apart from his competitors
- How to own the word"mortgage"in the eyes of your prospects and clients
FREE BONUSES:
- "Office Makeover Checklist" (Ideas on how to set up your office for an out standing customer experience)
- "Annual Client Marketing Calendar" (Practical ideas- what to send to your past clients-that won't cost you a lot of money either!)
What is a CD Replay?: A CD Rom Replay is simply a seminar put onto a CD. The CD is viewed on your computer and includes slides, audio and text.
Price: $75.00
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CD Replay - How to Answer the 9 Most Common Mortgage Questions (By Tim Davis)
Running Time: 40 Minutes
We all get the same questions over and over again!
What if you had a way to consistently answer prospects', clients' and Realtors® questions and actually have them understand your answers - in plain English?
FACT: People do business with people they understand!
Tim Davis shares with you the answers to the 9 most commonly asked questions and how he gets the "deal" over his competitors due to the simple fact that he can easily explain the mortgage process with everyday, common stories and analogies!
For example, when someon asks if rates are going up or down, he tells them the gas pump story. When a client asks if they should lock or float, he gives them a sports analogy. Or, the blood pressure story explains credit score differences.
The questions he covers are:
- What is your rate?
- Where are rates headed?
- Should I lock or float?
- What does my credit score mean?
- How long will it take to increase my credit score?
- Do you think I'll get approved for the loan?
- What happens after I apply for the loan?
- Can you explain the appraisal report to me?
- How long does it take to get my loan approved?
FREE BONUS:
As part of this seminar, you can download the word document transcript so you can refer to it when somone calls you!
What is a CD Replay?: A CD Rom Replay is simply a seminar put onto a CD. The CD is viewed on your computer and includes slides, audio and text.
Price: $75.00
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Mortgage Diva Coffee Mug (By Karen Deis)
Start your day by reminding yourself that you are a "Mortgage Diva". The Lime Green and White looks fabulous with any wardrobe combo! And, with 16 ounces of caffeine in your body (coffee,tea,soda, ???) it's sure to get going in the morning. $15.95 includes shipping.
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Price: $15.95
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