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.
Recent Posts
- The Seller Buydown Strategy Kit is Here!
- Announcing the Auto-Lock agreement and flyer!
- New Marketing Items from the Stimulus Package
- Getting Started Training Available 24/7
- RateWatch is here!
- Don’t be “clipped” off
- Next up… the RateWatch Service
- Annual Equity Review Proposal Assistant… the movie
- The beginning of a new “ERA”
- Marketing Machine Training: Getting Started
Savage Insights
June 2008
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June 2007
June 12, 2007
June 01, 2007
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!
