Mortgage Coach Marketing Machine

Broker Universe Article

Anthony Garritano from Broker Universe gave a nice write-up on the Marketing Machine.  Here's a quick intro:

There's always pressure to market a small business accurately and drive new business. In the current market that's an even bigger concern. As a result vendors like Mortgage Coach are offering some assistance.

It has launched the Mortgage Coach Marketing Machine, a new suite of online tools, sales proposals and marketing brochures that empower loan officers and brokers to reduce rate shopping and differentiate themselves from the competition by educating borrowers on the benefits of mortgage planning.

Anthony and the rest of the Broker Universe team have a lot of great technology articles on their website.  Thanks Anthony for including us in your writings!

Matt about the Machine

What an exciting time for Mortgage Coach and our users.  We finally rolled out the entire Pilot/Beta group for the Mortgage Coach Marketing Machine this past week.  As with any entirely new product, the birth process is a challenge.  Between user inquiries, troubleshooting server and website issues, and getting the initial proposal assistant "right", we've had our hands full.

My apologies to any of the users who have had challenges getting help.  Some of you have left messages for me (around 100 so far), and I'm working my way through the inquiries.

The great news is that we're finished cutting our teeth (for now) and will start releasing other products tonight.  Here is what to expect:

• Client Discovery Tool: Pre-Lending Questionnaire
• Brochure Creation Assistants: Services Overview Brochure, Mortgage Plan Brochure
• Presentation Assistant: Services Overview Presentation
• Personal Creations: Custom Cover Page

In addition we've updated the Mortgage Plan Proposal Creation Assistant and included an Advice Cover Page, and the ability to include a full size copy of the report.

We have more assistants and tools that will be delivered here in the next week, so keep returning to this blog for constant updates.