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!

Comments

[Chik Quintans]

Thanks Matthew.

Is it possible to add a blank option in the drop down menu for intervals. I send mine out every 2 months especially now that flat mailers have been significantly raised up in price by the USPS. So it would just say "Your RateWatch Report"

Will there be a feature to upload my existing Rate Watch database to this report?

Again, thanks. Looks great!

[Ron Navarreta]

Great stuff (as usual) from you guys! However, in the interest of consistency, I think you need to change the existing front page of the “Personalized Mortgage Plan” module so that it looks similar to the two new modules, which look GREAT. Just a thought.

[Jon Yenesel]

Looks Awesome!
I want to make sure I understand the best practices on this new report. This new version is to first go out to your brand new clients then introduce them to the concept? Then the following months you would send the regular Rate watch report as it exists now?

Thanks!
JY