Presented by mortgage industry leader and speaker Ron Quintero on behalf of The Mortgage Coach, this three part series provides you additional tools in becoming a "trusted advisor" using The Mortgage Coach. The series includes:
Part 1 - Become a Proactive Marketer vs. Reactive Marketer.
Part 2 - Use the ERA Report for Investment Property Purposes
Part 3 - Use The Mortgage Coach to Win Relationships as Well as Loans
Loan Originator CPA and Financial Planner Marketing Library 14 referral generating e-mail/letter templates you can use with financial professionals.
LoansNow PowerPoint This PowerPoint highlights some of the cause-driven loans that are abundant amidst rising interest rates.
How to Nail Your First Appointment with CPAs and CFPs Tim Braheem and Dave Savage show you how to capture the attention of CPAs and CFPs.
Intelligent Cover Letter for the Total Cost Analysis Dave Savage shows how to package an intelligent letter with Total Cost Analysis report.
