DELIVER ADVICE, NOT PRICE, WITH THE MORTGAGE COACH®
The Mortgage Coach® has revolutionized the mortgage industry with its patent-pending design. No other software program can do a side-by-side comparison that integrates the power of investing in an asset-accumulation account.
Inside each module The Mortgage Coach® performs a detailed analysis of the effect of integrating a mortgage into the financial plan of a homeowner. This analysis shows in detail how small changes in loan terms can yield extraordinary financial results over the life of the loan.
Using The Mortgage Coach®'s approach to delivering actual mortgage plans, quarterly mortgage reviews, and Annual Debt Review™s, a typical loan officer is elevated from being an application taker to being a Mortgage Planner.
The concept is simple. Average loan officers are merely application takers. To thrive, loan officers of the future need to be perceived by customers as Mortgage Planners.
Here is how it works: Most loan officers do a typical loan comparison, such as the one below. This is a basic comparison of one loan to another.
Average loan officer advice
The PowerShiftTM, however, gives loan officers the ability to take an analysis to deeper levels:
Mortgage Planner Advice
When a loan officer uses the PowerShiftTM, clients can see the benefits of integrating the mortgage into their financial plan. This analysis helps them to dollarize the value of a loan officer's recommended mortgage strategy.
The PowerShiftTM helps loan officers immediately become Mortgage Planners by dollarizing their advice and enabling them to present detailed reports that persuasively illustrate the life changing, long-term impact that these reports will have on big-picture financial objectives.