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. |
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| 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. |
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| 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. |
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