The Opportunity Optimizer is the industry's top sales presentation tool. Distinguish yourself from your competitors with a best-in-class sales presentation. Clients and prospects will perceive your value as a trusted advisor who can positively impact their financial future.

What is the Opportunity Optimizer™?
The Opportunity Optimizer™ is a new online tool that helps Mortgage Coach Loan Officer quickly demonstrate the power of the mortgage decision to their clients. It clearly shows how the mortgage decision can impact their financial goals—and does so in 5-10 minutes compared to the 1 hour it normally takes to illustrate the value of mortgage planning.

When and how is it used?
Created for use during initial client meetings, the Opportunity Optimizer™ is powered by Mortgage Coach’s robust system, and follows a six-step scripted process that takes a loan officer through the initial stages of educating and enlightening potential borrowers on the value of the mortgage decision. Each step is presented through a visually powerful on-screen display.

What is the unique 6-step process?
The Opportunity Optimizer™ takes basic borrower data and creates a series of charts and graphs as part of a six-step process that illustrates the opportunity that the client has for optimizing his or her equity. The six steps are as follows:

1. Financial Snapshot
2. Financial Scorecard
3. Liquidity Builder
4. Asset Maximizer
5. Portfolio Optimizer™
6. Mortgage Coach Proposal

Upon completion of the first five steps, the Mortgage Coach loan officer uses Analzye and the Mortgage Coach Marketing Machine to generate a full color proposal for presentation to the borrower.

How does it work?
Either the MC loan officer or the borrower simply starts by entering 16 key data points about the client’s personal, mortgage and financial situations, and Opportunity Optimizer™ automatically integrates the data into the system. Step-by-step screen prompts then lead the mortgage planner and borrower through the same six-step process. Each step is illustrated with a visually powerful screen display, and reports illustrating the data are generated with a few easy mouse clicks.

How does it help me distinguish myself from the competition?
There are two primary benefits to using Opportunity Optimizer™. First, mortgage planners who utilize Opportunity Optimizer™ will immediately distinguish themselves from the pool of average loan officers. Because the quality of the interactive online presentation makes such an enormous impression on clients and referrals, prospects soon realize that the Mortgage Coach Loan Officer is not just a salesperson, but rather a trusted advisor who can create a lasting positive impact on their financial futures.

What is the most important thing to know about the Opportunity Optimizer™?
The Opportunity Optimizer™ is the first online visual presentation tool allowing Mortgage Coach Members to create instant epiphanies for their clients. What used to take 1-2 hours of explanation and review now takes 5- 10 minutes. It reduces the time and effort necessary to make the complex simple and makes advanced concepts clear and obvious. With the Opportunity Optimizer™, Mortgage Coach takes your sales success to a new level.