Attracting New Home Buyers with the Rent vs. Own Analysis
Learn how to demonstrate the value of homeownership using the Rent vs. Own Analysis.

Needs and Goals Assessments
We have developed analytical systems to evaluate your mortgage needs and to assist you in determining the best mortgage for your client based on qualifications, mortgage retention time, initial cost, cash flow, taxes and the overall total cost of the mortgage.

Jim McMahan's Mortgage Planning Questionnaire
Jim McMahan shows how to help clients make informed choices about their financing options when buying a home.

Jim McMahan's Sales Scripts
Scripts for cross selling, inbound referrals calls and pre-purchase appointments.

Jim McMahan's Pre-Qualification Form
Download Jim McMahan's pre-qualification form for purchases and refinances.

Jim McMahan's Strategic Partner Insert Cover Letter
Set yourself up as a mortgage strategist, show your clients that you develop effective mortgage strategies that are most appropriate for thier circumstances in combination with changing market conditions.

Clearing the Last Hurdles
Eric Mitchell presents the psychology of making clients open to your life-changing ideas.

Total Cost Scripts
A proven script that will elevate your status to trusted advisor. Dave Savage shows you how to gain referrals from this trusted advisor status immediately!