Winning Affinity Relationships with
Mortgage Coach

presented by Ron Quintero

Many of my clients have purchased the Mortgage Coach software program, however they have not harnessed its true power. During our one-on-one coaching, I ask my clients how they are using the Mortgage Coach software. I am usually disappointed with the answer. Many of the subscribers use it as no more than a basic loan comparison tool with their clients.

Upon discussing this with Dave Savage and Phillip Meyer, they shared with me that very few loan officers have taken the time to learn how to fully utilize the program; that, or they don't have the proper "mental mind set" to maximize its use.

"It's like driving a Ferrari and never taking it out of first gear."

I asked them why more originators are not using Mortgage Coach to its maximum capacity. The answer usually is that either the LO is too busy right now or doesn't have the know-how to implement this product to create long term professional relationships. Many are waiting for the refi's to dry up and for the housing market to slow down and then they will be grasping for ideas. I have never been big on waiting.

That's all about to change. Dave, Phillip and I have invested our time in many emails, meetings and conversations to orchestrate this workshop. I shared with Dave and Phillip how my clients that "get it" have utilized the software. Because, when Mortgage Coach is used to create a professional relationship vs. only as a tool to win the client, it's like putting the software program on steroids.

It's not an accident that many of the country's top loan officers rely on this tool to run circles around their competitors. It's not an accident that top originators from around the county call me and rave about the impact this program has had on their business. All told, over 2400 originators are using this tool every day to facilitate their business, make it more profitable and increase their professional image. It's Mortgage Coach's mission to continue to add value to the relationship by introducing new and updated information to take your production and income to the next level.

This program will transform both your career and your life.

A hammer in the right hands is a magnificent tool. Walk into Home Depot and look at all of the choices you have as a consumer when you want to buy a hammer. They range in price from $5.99 to $39.99. What is the difference between hammers that implicate such a drastic price range? A great hammer doesn't make you a great carpenter. My dad is a carpenter and I can tell you it doesn't matter what hammer he has in his hands, he knows what he is doing. If you don't know how to use a hammer properly, you're going to beat up the piece of wood all around the nail and use more energy than you need to get the nail in. A skilled confident professional can work with the $5.95 hammer or the $39.95 and still get great results. It is a question of expertise. If you already have Mortgage Coach software, then you own the best hammer on the market. It's all about possessing the confidence and mindset to use it to its maximum potential.

This workshop will refresh your skills, unlock the "professional referral" mystery and give you the tools, confidence and desire to implement a life-changing professional referral program. If you are wondering how you can capture more opportunities faster in this market, or how to reduce rate shopping even how to get more of your business from referrals and to really achieve the true quality of life you got into this business to accomplish, then I urge you to take immediate advantage of this opportunity.

 

 

 

 



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Next Sessions start February 7 for 4 weeks

Feedback from past attendees

Click here for an Audio Clip of a past session

 

About Ron

 

 

You will learn & master

How to create Clients for Life and first to mind awareness with personalized, relevant information.

How easy it is to move from "Typical Loan Officer" to "Trusted Advisor." During the first session, you will receive an updated and new fourth page to be added to the 1003 that will force you to cross-market and build relationships with other professionals to ensure referrals.

During the second session you will receive the letters to send via fax, email or snail mail to professionals from the use of the form during the previous week. I will ask all participants to email me the day before with success stories and challenges that will be addressed during the call.

During the third session we will learn the "Super Seven" referral principle and understand the true value of our databases.

How to use Mortgage Coach to find the "cause driven" vs. the "rate driven" relationship.

How to establish profitable relationships with CPA's, Financial Planners, Attorney's, Insurance, Taxation and Real Estate professionals.

How to "Wow" Realtors with your knowledge and advice!

I know from my consulting program that the spaced learning format is an absolute necessity for the successful implementation of a program. During my year off, I wanted and needed to stay in contact with those I had created relationships with so I learned how to conduct web teleconferences and how to use them as an interactive learning tool.

From the comfort of your home or office, participate in 4 weeks of web teleconferences (one day per week for four weeks approximately 90 to 120 minutes per session) which are supported with 4 weeks of email. This program includes over 8 hours of step-by-step instruction of pure mortgage information. Within 4 weeks you will have a system in place for your business that will benefit you for years to come, while increasing your production, and retaining and building new, profitable relationships. If you have already heard some of your clients say "WOW" using Mortgage Coach, wait until you see the facial expressions of professionals!