Phone Sales IntroWhether over the phone or in person, a loan originator must have systems in place to effectively market reverse mortgages. It is paramount that all steps be outlined and adhered to from the initial contact to the completion of the loan and even after the sale for possible re...ction
Your New Go-To CRMSales Engine (SE) is a powerful, efficient CRM for Mortgage and Reverse Mortgage professionals. Purpose-built for professionals in the mortage industry, Sales Engine will empower you to take control of your sales pipeline and close more loans! Sales Engine is a groundbreaki...ing!
The Importance of TrustTrust building must continue throughout the entire sales process from the point-of-sale and the application process to the final closing.Seniors respond to straight talk, especially as it pertains to their financial future. That\'s why trust building is key to the sale...ction
Sales In HomeA reverse Mortgage loan originator should know the most common objections prospects have concerning a reverse mortgage. The reverse mortgage product sells itself. What you are selling is your ability to serve the client. That’s what they’re deciding to buy from you a...ction
The famous sales trainer, Zig Zigler stated, \"When an objection occurs, always use the fundamentals of feel, felt, found.\" For example, \"I see how you feel. Others have felt the same way too, until they found...\" It gives you an extra cushion of time and allows the prospect to relate wi...Tools
Marketing Strategies Chapter Links Direct Mail | Newsletters StrategiesThere are many ways to market to the senior population. We have found that in the reverse mortgage industry, there are some marketing techniques that work better than others. The most important thing is consistency. Whe...top
Financial Fact Finding Chapter LinksHow To Fact Find | Tax Bracket | Income | Expenses & Liabilities | Assets | Retirement Accounts | Estate Planning | Social Security | Medicare vs. Medicad | The Three Buckets | Structuring Payments While most reverse mortgage loan originators are not ...o top
What We DoWe provide cutting edge enterprise-level solutions for the mortgage banking industry. Our team\'s extensive mortgage sales and management experience provides the foundation on which we build clear, end-to-end business solutions optimized for today\'s busy Loan Officer. We believe t...oday!
IntroCustomer service. It is what most lenders promise to potential borrowers and tout as their competitive advantage. But what are the practical aspects of truly delivering on such a promise? Unfortunately customer service often is lacking due to planning and executing a predetermined syst...ction