Mortgage Originating Today: Itís a Process, Not a Product
2 hour training ($3,500 plus expenses)
Would you ever demand a doctor to prescribe you a drug you just saw advertised?
What would you think of the doctor if they wrote you the prescription before checking your
vitals, making sure the drug was appropriate for you and explaining its possible side effects?
I believe thatís equivalent to a consumer calling and asking: ďWhat is your rate today on a 15
year fixed?Ē Quoting the consumer a rate without knowing their current financial situation,
whether the program is prudent for them and explaining its side effects, is mortgage malpractice.
In my presentation youíll learn the nuts and bolts of originating mortgages in todayís economic environment. Itís very different from how the mortgage industry and typical mortgage loan originator are doing it.
Youíll learn how to get your clients focused on the big picture and off rates. Youíll be taught that itís not about just getting your clients a mortgage; itís about getting them the right mortgage to achieve financial security faster. Youíll now understand that how your client handles their mortgage will have a far-reaching impact on virtually every facet of their financial life including their ability to save, pay for college, and plan for their retirement.
In my presentation youíll learn:
How to stop selling mortgages, but instead educate clients fiscally to originate more mortgages
How you can stop relying on Realtor leads and go consumer direct
How to identify consumers that need your education and advice
What consumers are really looking for... and itís not the lowest rate
That viewing a mortgage as a financial tool leads to consistent production regardless of
mortgage interest rates or home sales
The #1 major financial goal consumers have
The 4 steps consumers can take to reach that goal
After my talk, youíll know how to communicate with consumers on a much deeper level. Youíll be able to educate consumers that there is more to selecting a mortgage than a low rate. Most importantly youíll recognize that originating a mortgage today is a process, not a product.