Mortgage Coach Marketing Machine

Announcing the Auto-Lock agreement and flyer!

Here are two more tools to help you close more business!

Based on a best practice by Mortgage Coach Member Brian Kludt, the Auto-Lock agreement gives you written permission to lock your client's loans at a target rate during the transaction. Use the Auto-Lock Flyer to advertise this new capability to your clients and referral partners.

	Auto-Lock Flyer Promote how you offer rate protection for your clients with the Auto-Lock Marketing Flyer. This simple but effective tool illustrates how market fluctuations are guaranteed and how important it is that they give you the permission to Auto-Lock their rate.
	Auto-Lock Agreement Brian Kludt has his client's sign this agreement, giving him written permission to lock their loan at a target rate. This turn-key authorization takes less than a minute to generate and is guaranteed to generate business for you.

 

We've recorded a video for you to watch and understand how to use the Auto-Lock agreement and Marketing Flyer. Click the icon at left to play this video.

New Marketing Items from the Stimulus Package

Introducing several new sales tools to help you close more business!

The following are the first of a group of materials in support of our Stimulus Plan.

	Forward Lock Letter We have integrated Jeremy Forcier most requested Mortgage under Management Agreement. This selling tool has been key to helping Jeremy close over 12 loans every month this year.
	Equity Review Brochure We have integrated Dylan Kramer's Annual Equity Review brochure. This selling tool has been the cornerstone to Dylan success over the years and has been critical to his success over the past few months—his biggest highlight in 2008 so far was his 50 closed loans in February.
	Client Advantage Brochure We have integrated Chik Quintans "Client Advantage Brochure" making it easier for you to explain your Mortgage under Management strategy to your clients and referral partners. Chik's ability to create quality designs and marketing material has been the envy everyone who knows him.

 

Thank you for being a member and we look forward to hearing your feedback and success stories.

 

Getting Started Training Available 24/7

Now you don't have to wait for one of our training sessions to get started with the Marketing machine. The folks at LendersInsight have helped us create an online recording of the Marketing Machine training. The recorded movie is an actual training session Matthew Bowe, Director of Product Development for Mortgage Coach, held a couple of weeks ago online. Before you attend the training, make sure you've contacted our support department to have your Marketing Machine account activated.

RateWatch is here!

Today we are happy to announce the Public Beta of the RateWatch Service Delivery Assistant. Now Mortgage Coach Mortgage Planners to introduce their clients to the RateWatch service through the Marketing Machine. The release of this assistant represents a completion of the three core services of Mortgage Planning as developed by mortgage coach. The Mortgage Plan, the RateWatch, and the Equity Review represent the 3 essential, core services.

About the RateWatch Service Delivery Assistant…

The best practice for delivering the RateWatch is on a Monthly basis. Those mortgage planners who deliver this service monthly, tend to have the best response rate from their clients and generate the most leads. Here are the features of the RateWatch:

• UNIQUE COVER PAGE: When introducing clients to the RateWatch for the first time, this unique cover page, designed in a similar fashion to the Annual Equity Review, will convey professionalism at a new level.
• CHOICE OF COVER LETTER OPTIONS: The new cover letter options include the ability to use the default letter, type your own, or upload a PDF as a cover letter.
• UNIQUE HOW TO READ PAGE: The how to read page offers a fresh design that will make it clear to clients how to use the information on the RateWatch to maintain constant control over their mortgage as a financial instrument.
• MARKETING PAGE OPTIONS: Two options for branding services or branding the mortgage planner are offered.

We're excited about the release of this tool and look forward to continuing to help you combine the substance of Mortgage Coach with the Packaging of the Marketing Machine to create Total Differentiation from the competition!

Don’t be “clipped” off

PROBLEM: When I print a proposal or brochure, it is getting clipped off.

SOLUTION: When printing anything but the tri-fold brochure, make sure that you set the Page Scaling to "Fit to Printer Margins." Otherwise, unless your printer prints to the edges of the paper, your output will be clipped off.

 

Next up… the RateWatch Service

 

As I mentioned in a previous blog post, we gutted the Marketing Machine and the newer engine is allowing us to roll out services and offerings much more quickly. In the next few days we'll preview the RateWatch assistant, the second new item in the Marketing Machine in as many weeks.

Those of you already using the Annual Equity Review Service will be familiar with the new look and feel and improvements to the assistant as well as the spectacular design that continues to separate Marketing Machine users from the competition.

Here is a preview of what is to come for the RateWatch service which we be released for Public Beta by the end of the week:

COVER PAGE

I remember going through Ron Quintero's Advanced Mortgage Coach training where he advised us to introduce the RateWatch to our clients at closing. This cover page ensures the first impression will be meaningful.

COVER LETTER

When sending out your RateWatch you'll want to include a cover letter with a personal message to your clients. We'll also provide a sample letter to help you introduce the service to your clients.

INCLUDE YOUR STRATEGIC EQUITY NEWSLETTER

Because the assistant can accommodate any PDF content, you upload, Strategic Equity members might want to include their regular newsletter.

INCLUDE CONTENT FROM LOAN TOOLBOX

The RateWatch assistant will allow you to include third party PDF'S such as Practical Financial tips from the Loan Toolbox Library.

ENHANCED HOW TO READ

Make the complex simple with the How to Read section of the Proposal.

ENHANCED PERSONAL MARKETING PAGE

Now you can feature your services with exciting new logos for each service.

Annual Equity Review Proposal Assistant… the movie

A quick overview of our latest addition to the Marketing Machine!

If you want to see our latest assistant in action and learn about the new features, CLICK HERE. Our Director of Product Development has created a quick overview of the capabilities and will walk you through the information you need to know about taking advantage of this break-through project.

If you'd like to learn more about the Marketing Machine, CLICK HERE to see other videos about the Marketing Machine.

The beginning of a new “ERA”

Today we are happy to announce the Public Beta of the Annual Equity Review Service Delivery Assistant (that is a mouthful), enabling the Mortgage Coach Mortgage Planner to now perform the Annual Equity Review service through the Marketing Machine. The release of this assistant represents significant changes to the Marketing Machine:

About the Annual Equity Review…

• CREATE INSTANT SEPARATION WITH THE NEW COVER PAGE: The proposal cover page will create a dramatic impression on your clients and referral partners.
• THE COVER LETTER GET'S CREATED FOR YOU: The cover letter is dynamic, meaning, depending on what you choose to include in the proposal the cover letter is built to match the contents of your proposal.
• FOCUS YOUR CLIENT'S ATTENTION: The Snapshot section highlights your client's goals and current financial situation so you can make sure you both land on the same page.
• HIGHLIGHT LIFE-CHANGING ADVICE: The Mortgage Planner Findings allows you to emphasize the benefits of your proposal and how they will impact the client's life.
• FOCUS YOUR MARKETING: The back page of the proposal allows you to now market your services and your personal brand.

The core services as featured on the marketing page

 

What's new in the machine?

• IT'S A WHOLE NEW BALL GAME: We've completely re-written the code base to allow us to add new tools and improve the tools in the Marketing Machine in days and weeks, rather than weeks and months.
• IT'S UP TO YOU WHAT MATTERS MOST: You just got a promotion to head of product development! We've incorporated a feedback link into this tool which our team will review daily to decide what needs improving, changing, adding, and deleting. It's your feedback that drives our decisions.
• FREQUENT IMPROVEMENTS: During the public beta we will release new features, fixes, and changes every 2-3 days, taking what matters most to you and making this tool better on a regular basis.
• MARKETING MACHINE MAKEOVER: We've started a series of facelifts to the interface to give it a more modern look and feel.

A new tabbed interface represents a "Marketing Machine Makeover"

 

We're excited about the release of this tool and look forward to continuing to help you combine the substance of Mortgage Coach with the Packaging of the Marketing Machine to create Total Differentiation from the competition!

Marketing Machine Training: Getting Started

We've started to hold regular training to help users get started with the Marketing Machine. Here are the dates and times for the next few trainings. You can register at www.marketingmachinelive.com.

Thursday             5/3/07                  11:00 AM pst

Tuesday               5/8/07                   9:00 AM pst

Thursday             5/10/07                11:00 AM pst

Click HERE to register.

Next up… The Annual Equity Review

It's been waaaay to long since we've posted; albeit with good reason. Our heads have been down working both on the next release of Mortgage Coach and MAJOR improvements to the marketing machine. Many people have emailed me and asked about when the Marketing Machine will be "done." My response is, jokingly, hopefully never as it is a service that will increase in value every month. But I know what they mean. When will the Annual Equity Review and the RateWatch proposal assistants be ready to use?

HOW THE MARKETING MACHINE WILL HELP YOU TODAY

First, if you are holding off on a purchase to the Marketing Machine for those services, don't. You are missing the opportunity to WOW your clients today which is money you are leaving on the table. After originating for 5 years, 3 of which I used MC, I can tell you that the proposal assistant for the Mortgage Plan will win you a client in the next 30 days. Or, the presentation slide show of services will win you a referral partner in the next 30 days. Or, the Option ARM analysis brochure will get you leads from your past clients and referral partners.

Just in… Richard Blocker from Roswell GA won a loan using the Marketing Machine and the Mortgage Plan Proposal Delivery Assistant. Click here to see his deal-winning proposal!

 

 

 

 

 

Second, we are so close to releasing these assistants, that, by the time you log on, get in, get going, attend a training call, they'll be up for you to try out. My ETA is that by the end of next week we'll be ready to rock and go.

Third, here is a preview of what is to come for the Annual Equity Review which we be released for Public Beta within the next week.

	COVER PAGE We've enhanced the concept of a cover page, adding a photo and an icon for the service.
COVER LETTER Create the ultimate professional image with matching cover letter.
	GOALS AND EQUITY SNAPSHOT Review with your clients their goals and the current state of their equity management.
MORTGAGE PLANNER FINDINGS Create a custom plan just for you client's situation.
	ENHANCED HOW TO READ Make the complex simple with the How to Read section of the Proposal.
ENHANCED PERSONAL PAGE Now you can feature your services with exciting new logos for each service.