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Rosalie Berg
Strategic Vantage for Mortgage Coach
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Mortgage Coach Launches New Marketing Machine Online Service
The Marketing Machine helps loan officers educate borrowers on the benefits of mortgage planning
Irvine, California, January 29, 2007 – Mortgage Coach, the nation’s leading provider of mortgage
planning software, has launched the Mortgage Coach Marketing Machine, a new suite of online tools,
sales proposals and marketing brochures that empower loan officers to reduce rate shopping and
differentiate themselves from the competition by educating borrowers on the benefits of mortgage
planning.
Accessed over the Internet, the Marketing Machine provides the loan officer with the tools to offer a suite
of services: the Personalized Mortgage Plan, the Annual Equity Review and the Periodic Mortgage
Review. Each of these is supported by advice-delivery tools and printable marketing pieces that include
easy-to-understand explanations of Mortgage Coach’s patented reports, which have been used by over
25,000 mortgage originators.
“The Marketing Machine serves two main purposes,” states Dave Savage, founder and CEO of Mortgage
Coach. “First, it puts valuable, pertinent information directly into the hands of the borrower—not just the
originator. Second, it makes the originator a referral magnet. Mortgage Coach users state that clients
are five times more likely to conduct their next mortgage transaction with them as a result of using our
Periodic Mortgage Reviews, and loan originators who present their borrowers with a mortgage plan using
the Mortgage Coach Total Cost Analysis close an average of two extra loans per month.”
The Marketing Machine helps increase business for loan originators by providing their clients with the
clarity of information they need to accomplish their financial goals. Using the Proposal Creation
Assistant, the loan officer can create sophisticated, customized and printable proposals that make it
easier than ever for mortgage planners to demonstrate the value of mortgage planning to potential clients.
These proposals provide simple yet concrete information on how different variables, such as interest
rates, points, fees, and additional payments, affect that specific borrower’s short, mid, and long term
financial standing. You can download a sample proposal at http://www.MortgageCoach.com/Machine/.
All of the Marketing Machine’s documents can be easily customized for the loan officer and the borrower.
Mortgage planners simply input the client’s name and financial findings from the customer’s Mortgage
Coach analysis, and the system automatically can produce reports to compare loan options, lifetime
savings from one loan versus another, etc.
“The Marketing Machine was designed to remove the friction and reduce time from the process of
becoming a mortgage planner,” states Savage. “With a few keystrokes and clicks of a mouse, the loan
officer can provide a borrower with the valuable financial information needed to make a sound decision,
and the originator stands apart from those who simply compete based on rates.”
In addition to the Proposal Creation Assistant, the Marketing Machine includes assistants for Mortgage
Planning Brochure Design, Client Discovery, Presentation Creation, and Services Delivery to help you
generate more referrals from your partners like Realtors, financial planners and CPAs.
The Marketing Machine is available immediately and is accessible through any Internet connection. A
free sample of a best practice Annual Equity Review can be downloaded at
http://www.MortgageCoach.com/Machine/.
About Mortgage Coach
Founded in 1997, the Mortgage Coach is a leader and innovator in mortgage tools and solutions. With
tools like the Total Cost Analysis, which was the first tool of its kind, and RateWatch, the company’s own
unique interest rate monitoring system, the Mortgage Coach has empowered over 25,000 loan
professionals with the tools to better advise their borrowers and clients. The company was founded upon
the single goal of helping mortgage professionals to deliver advice that creates value for themselves and
the homeowners they serve. For more information, please visit www.MortgageCoach.com.
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