Mortgage Coach Conversation
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Transcript of Mortgage Coach Conversation
![Page 1: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/1.jpg)
features + concepts + stories + results
conversation
![Page 2: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/2.jpg)
Loan Hack
App Taker
Mortgage Coach
Low margins
Low referrals
High margins
High referrals
Low Value
High Value
![Page 3: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/3.jpg)
App Taker Presentation
![Page 4: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/4.jpg)
The Perfect Presentation
![Page 5: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/5.jpg)
Ingredients to a perfect presentation
![Page 6: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/6.jpg)
Assumptions & Details
![Page 7: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/7.jpg)
Short & Long Term Impact
![Page 8: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/8.jpg)
Graphs & Charts
![Page 9: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/9.jpg)
Audio & Video
![Page 10: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/10.jpg)
The Best Way to Share the Perfect Presentation
A Referral Breakthrough
![Page 11: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/11.jpg)
A Referral Breakthrough
![Page 12: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/12.jpg)
interactive link
experience
A Referral Breakthrough
interactive presentation
![Page 13: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/13.jpg)
Mr. Edge
Mr. EDGE
Husband
Wife
Advisor
A Referral Breakthrough
![Page 14: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/14.jpg)
Mr. Edge
Mr. EDGE
A Referral Breakthrough
![Page 15: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/15.jpg)
Easy for borrowers to share their EDGE experience with friends & family
A Referral Breakthrough
![Page 16: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/16.jpg)
presentation that’s easy to share
vs.
Average Edge
powers the perfect
![Page 17: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/17.jpg)
Seller Buydown & Open House Flyer helps target higher
loans
Seller Buydown Flyer
Open House Flyer
![Page 18: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/18.jpg)
Total Cost & Rent vs. Own deliver higher value to
Realtors
Total Coast Analysis
Rent vs. Own
![Page 19: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/19.jpg)
What makes RateWatch valuable?
Simple
Unique Insight
![Page 20: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/20.jpg)
See how loan officers are using EDGE to deliver exceptional service & obvious value to borrowers and
Realtors
stories
![Page 21: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/21.jpg)
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”
![Page 22: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/22.jpg)
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
![Page 23: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/23.jpg)
Review results
•Wow’s a borrower
•Won a loan
•Increased personal confidence
story #1
![Page 24: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/24.jpg)
Feedback from a Realtor after watching an EDGE VIDEO
story #2
![Page 25: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/25.jpg)
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
![Page 26: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/26.jpg)
Review results
•Wow’s a Realtor
•Increased personal confidence
story #2
![Page 27: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/27.jpg)
Feedback from a Realtor after watching EDGE Open House video
story #3
“Love the open house video!”
“I’m so glad I found you”
![Page 28: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/28.jpg)
Open House Flyer
story #3
![Page 29: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/29.jpg)
“EDGE is the most valuable tool for loan officers I’ve seen in my career “
Todd Duncan
![Page 30: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/30.jpg)
“The ease of flow and interactive web
presentation creates a unique presentation to customers setting you
apart.”
Jeremy ForcierSonoma, CA
![Page 31: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/31.jpg)
is being adopted by top lenders
24 top lenders have rolled out EDGE over the past 4 months
203
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“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
![Page 33: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/33.jpg)
Weekly Coaching ~ Tuesday @ 9AM
Weekly Training ~ Thursday @ 9AM
Mortgage Coach
![Page 34: Mortgage Coach Conversation](https://reader035.fdocuments.us/reader035/viewer/2022062615/548f181cb479591b098b45b1/html5/thumbnails/34.jpg)
Time Money Change
Challenges
Time Money
Confidence
Rewards