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Strategy Alerts Archive

Date Guest(s) Title
05-03-2007 Eric Bohn Eric Bohn Shares How to Generate New Business From “Adopted” Clients
Every year, whether you realize it or not, there are customers in your office who become orphans…they get lost among the numerous files because their loan officer has left the company and the connection has been severed, never to be communicated with again. Eventually, when they have a new mortgage need, they take it elsewhere because they no longer have a relationship with anyone in your firm.
04-12-2007 Tom Griffith How Tom Griffith From Medford, Oregon Closed 9 out of 12 Loans From Past Clients Last Month
Tom has been a loan officer for 8 years and actually had his best year with over $41 million in production last year — 2006. “Using Mortgage Coach has changed my career,” he says. When asked what he considered to be one of his most successful strategies right now he says, “Sending a RateWatch report to all my clients every single month.”
02-27-2007 Ron Quintero Using Equity Repositioning Reports to Gain Valuable Referrals from Attorneys
Industry leader and top mortgage trainer Ron Quintero, founder of the Debt Advisory Alliance, has cornered the market on generating referrals from attorneys whose clients are dealing with equity in transition. In just a few months, lawyers who have mailed letters to their clients on Quintero's behalf have resulted in a 9 percent increase in commissions.
02-21-2007 Todd Ballenger Now is The Time to Get in Front of CPA's for Referrals
Todd Ballenger has a great strategy for getting your foot in the door of CPAs. And now is the most important time to build those relationships with CPAs because now is when they are seeing the bulk of their clients, and seeing their "best" clients. You want to capitalize on that as much as you can.
02-06-2007 Scott Yonehiro $90,000 in New Commissions in 60 Days!
Mortgage Coach power user Scott Yonehiro tapped into collection agencies as a valuable referral partner and earned an extra $90,000 in commissions in 60 days. Using an introductory letter with a Debt Free Analysis, Scott showed collections agency managers how they could improve their collection rate through the use of his services.
01-18-2007 Jim Enright Reduce Rate Shopping with Desktop Sharing
Jim Enright shares a strategy rarely used by loan originators... desktop sharing. The approach has been proven to improve conversion rates of phone applications and reduces the time to close an application. Eliminate back and forth of correspondences, and cause repeat customers and prospects to understand faster by showing your live screen to anyone.
11-16-2006 Brian Koss Brian Koss' Top Strategies
How Brian Koss uses the Mortgage Coach to help him manage a personal team that closes $149M in annual production while also managing a $5B region with 220 loan officers.
09-22-2006 Brian Holiman 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.
09-22-2006 Dave Savage Avoiding the Recast
Learn how to use Mortgage Coach to determine the recast point for Option ARMs.