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CD Replay - Using Equity Management Strategies to Grow Your Business (By Steven Marshall)
Running Time: 60 minutes
Unlike the traditional loan originator, Mortgage Planning is a holistic approach, which moves you from a commodity to a trusted advisor.
You might have read about "strategic equity" in the numerous mortgage publications. If you have been thinking about making the move from being a loan officer who just quotes rates to becoming an originator who clients, financial planners and CPA's rely on to show them how to use their mortgage as a wealth equity tool, then this is the seminar for you.
When you view this webcast, you will learn:
- Simplified explanation of what wealth equity is all about
- How the Internet is affecting your business.
- Why quoting rates and programs is a dead-end street.
- How to convert more prospects into closed loans using strategies other than rates.
- How to effectively present a "mortgage" as a wealth-building tool.
- How the rules of money have changed.
- Why home equity is not the same as cash in the bank & how to explain it to your clients.
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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Page 5 of the 1003 (By Karen Deis)
This product contains a ready-to-use copy of PAGE 5 of the 1003 in Word document format.
You might be saying to yourself, "What is Page 5 of the 1003?" According to Tim Braheem, he and his clients complete a "questionnaire" that he calls PAGE 5 OF THE LOAN APPLICATION. This powerful tool has shifted his business from GOOD to GREAT!
Page 5 of the 1003 is 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: $29.00
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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 - How to Corner Your Maket with Tax-Deferred, 1031 Exchanges (By Brian Farley)
"Many streams make a river" and knowing how to
work with the 1031 Exchanges is one
niche market that will set you apart from all the
other loan originators in your market place.
As a company owner and superstar originator,
Brian Farley has built a successful business
based upon finding niche markets that very few
loan officers even know about. In fact, most
real estate agents and title reps aren't even
aware of 1031 exchanges and how lucrative this
business can be.
Here's what you will learn
- Learn what properties qualify
- What are the essential requirement for a Tax-Deferred Exchange
- What is a "Qualified Intermediary"
- How to develop a marketing plan
Price: $75.00
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CD Replay - Finding Refi Business in a Non-Refi Market (By Richard Payne)
Running Time: 60 Minutes
For a while there - refinance deals were like shooting fish in a barrel!
Regardless of interest rates, there are still plenty of opportunities to generate refinance business - but only if you know where to look and only if you know some of the issues consumers are faced with today.
Your future refi business offers enormous potential for you - not in spite of interest rates - but BECAUSE of them! Trillions of dollar of ARM's will be adjusting within the next few months (to next few years) - but there are other reasons why your past clients should refinance now.
Here's what you will learn:
- 7 reasons to refinance a mortgage
- How to explain each scenario
- How to identify refi candidates from your closed loan database
- Marketing strategies to find new refi business
FREE BONUS:
- 7 Reasons to Refinance Now - Flyer
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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