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A Letter Geared to Produce Loan-Closing Annual Equity Reviews
This letter shows you how to generate more loans in a market saturated with adjustable rate mortgages.

Effective Database Marketing with The Mortgage Coach PowerPoint
Khai McBride presents his cutting-edge marketing campaign methodology.

Generating 2 New Loans for Every Annual Equity Review
Eric Union presents his process of conducting compelling, life-changing Annual Equity Reviews.

Dave Savage's LoanNow Presentation
Download Dave Savage's LoansNow Strategies presented at Sale Mastery 2006.

Trusted Advisor Marketing Plan
Building and Maintaining Your CPA and Financial Planner Database.
Why You Need an Annual Equity Review Letter
Kirk Moorman contributes a simple and compelling follow-up / call-to-action letter.
Generating Annual Equity Reviews Letter
Stan Halverson show how he gets more Annual Equity Reviews with this engaging letter.
Taking Advantage of Cause-Driven Loans
Brian Holiman shares how he sent out 300 RateWatch Reports in one month and took 4 new loans. Find out how you can exploit the "cause-driven" loans in your current database.
Our Advice Makes A Difference
PowerPoint and Talk Track Example to be used when meeting with CPAs and CFPs.

Best Practice RateWatch Cover Letter
A RateWatch cover letter that introduces your service of tracking a client's loan to make sure they have the best loan program and rate available on the market today.

RateWatch Introduction Sample Letter by Elise Groves
Creekside Groves shows how to present the RateWatch as a valuable service to their customers.
RateWatch Sample Envelope by Elise Groves
This is a sample of how to deliver a branded experience by delivering your RateWatch reports in a custom-designed 9x12 envelop.
Golden Nuggets Newsletter by Elise Groves
This sample shows how Elise Groves positions herself as an insightful mortgage planner.