Here's a presentation that Loan Officers can use to present Loan Elerts to Real Estate Agents. There's also a video version at http://loanelerts.com/realtor-video
仍亠亞 亰仂于 "Reading between lines" Lviv Project Management Day 2017Lviv Startup Club
油
The document discusses different types of clients who may try to manipulate consultants or vendors through their words and actions. It identifies four principal types: the challenger, who issues unrealistic demands; the pretender, who asks for work without proper processes; the provoker, who threatens to take business elsewhere; and the rescuer, who promises future work to get concessions. The document recommends consultants avoid emotional, defensive responses and instead acknowledge what the client is doing while steering the conversation to more constructive topics to avoid conflict and escalation.
This document provides an overview of a webinar on bookkeeping 101. The webinar will cover what third parties can do to assist with bookkeeping, how bookkeeping needs vary depending on the type of business, available bookkeeping software options and their pros and cons, average costs of bookkeeping services, and how to expedite the bookkeeping process. The webinar aims to help attendees understand their bookkeeping options and pain points.
This document discusses improving customer communications through continuous improvement. It recommends adapting to the environment, always innovating by keeping innovation simple, and finding the best time, channel, personalization, and iteration to achieve the best outcome. An example is given of a credit card company that used secure data transfer, personalization, and a payment page to maximize the "happy path" for customers making payments. The key lessons are to know when channel choice becomes relevant, leverage human nature, and learn through iteration and measurement while integrating available tools and data.
This document promotes ConversationDriver, a sales tool that can increase sales conversations by 400% or more. It summarizes how ConversationDriver works, providing details on its call attempts, connection rates, and metrics from a case study. ConversationDriver allows reps to have 100+ conversations in 2 hours per day of use, doubling their call efficiency over traditional cold calling. It offers an easy to use interface and real-time views of prospect data and call metrics. A 90-day pilot program is proposed for $2,400 per rep.
The Hidden Costs of Chasing Lower Processing Rates by Bob AngusMiva
油
The document discusses the hidden costs of chasing lower processing rates for payment providers. While lower advertised rates seem appealing, the effective rate is often higher due to non-qualified transactions costing more. There are also switching costs and operational costs to consider that increase over time. A better solution is opting for a simple, flat and predictable fee structure that is easy to integrate and comes from a trusted provider, avoiding disruptions to business operations.
The document discusses how to create and sustain a profitable nano continuity program. It recommends that the program be automated and self-serve as much as possible, with clear expectations set upfront. The goal is to build relationships and create a sales funnel by offering various products at different price points to upsell customers. It suggests keeping the customer list engaged through group calls, forums, newsletters and early access to new products. Examples are given of nano continuity programs that are successful, generating over $99k and $119k per year with 1000 members through a $99 one-time fee plus $12.99 monthly or $9.95 monthly membership.
Mortgage Market Presentation Pt. 1 & 2lerogers
油
The document discusses the mortgage market, including what a mortgage is, the primary and secondary markets, the roles of Fannie Mae and Freddie Mac, impacts of the mortgage crisis, and the future of the mortgage market. It notes that Fannie Mae and Freddie Mac purchase about 80% of new home mortgages and held $1.5 trillion in mortgages and MBS by 2008. The government took over Fannie Mae and Freddie Mac as conservator in 2008 and introduced programs like HAMP to help homeowners avoid foreclosure. The future of the GSEs and mortgage-backed securities is uncertain and dependent on economic conditions.
An immersive workshop at General Assembly, SF. I typically teach this workshop at General Assembly, San Francisco. To see a list of my upcoming classes, visit https://generalassemb.ly/instructors/seth-familian/4813
I also teach this workshop as a private lunch-and-learn or half-day immersive session for corporate clients. To learn more about pricing and availability, please contact me at http://familian1.com
The document discusses a presentation tool called EDGE that helps loan officers create interactive presentations for borrowers and realtors. It provides stories of how loan officers have used EDGE to impress borrowers and realtors, increasing their confidence and business. Top lenders have adopted EDGE, recognizing it allows loan officers to deliver a consistent, easy to understand client experience.
MC Sales Meeting: How MC membership is key to success in 2010Mortgage Coach
油
The document summarizes a sales meeting for Mortgage Coach, a company that provides tools and training to help mortgage loan officers improve their business. It outlines how Mortgage Coach can help loan officers increase their loan volume, generate more leads, create impressive presentations, and stay on top of interest rate changes. It shares the story of a loan officer who was able to more than triple her loan volume within 90 days by using Mortgage Coach's techniques. It then promotes Mortgage Coach's certification program and software tools, emphasizing their affordability and money-back guarantee.
This document appears to be from a presentation by Mortgage Coach on their products and services. It discusses how Mortgage Coach can help loan officers by:
1) Increasing conversion rates and referrals by helping loan officers deliver more accurate quotes and manage their sales process.
2) Improving compliance by providing transparency and consistency in the quoting process.
3) Providing success coaches and tools like their EDGE product to help loan officers develop habits that deliver an excellent borrower experience and maximize their business potential.
Testimonials are included that discuss how Mortgage Coach has helped increase business metrics and given competitive advantages to companies that use their products.
This document introduces various innovative marketing services provided by Shelter Lending Services, including in-process videos to educate homebuyers about the mortgage process, tracking clients' mortgages and notifying them about opportunities to refinance, weekly mortgage market updates, pre-purchase educational materials and communications, personalized greeting cards for clients' special occasions, mortgage calculators to help buyers choose the best loan option, and automated alerts when past clients list their home for sale. The services are designed to build strong relationships with clients and keep them informed at every stage of the homebuying and ownership process.
The document is a guide for financing a home that provides information on:
1) The process and team members involved in financing a home including the mortgage broker, realtor, lawyers, and home inspectors.
2) The types of mortgages including closed and open mortgages.
3) What is considered in a mortgage application including income, credit history, and required documents.
4) The differences between a conventional and high ratio mortgage.
5) Estimated closing costs such as property transfer tax, legal fees, and more.
6) Special financing programs such as purchasing with improvements or 0% down payment programs.
Shelter Lending Services offers a comprehensive marketing platform designed to build personal relationships with clients through various services. This includes in process videos to keep clients informed during the mortgage process, tracking client mortgages and notifying them of opportunities, weekly economic updates, educational materials, and greeting clients on special occasions to maintain long-term relationships. The platform aims to transform prospects into loyal clients and provide an innovative level of service.
How To Choose a Virtual Assistant CompanyWorldwide101
油
How to choose a virtual assistant company from the hundreds of choices. Onshore or offshore? For individuals or business? Here are the questions you need to ask and the decisions you need to make.
DIOR Executive Realty provides full-service real estate services and assistance to buyers. They help buyers determine their purchasing power, prioritize desires, close deals, and transition stress-free. Their services include determining a budget, finding financing, home selection guidance, negotiations assistance, and post-closing concierge services. They promise utmost confidentiality and discretion, especially for their VIP clients, which include celebrities, athletes, and executives.
The document discusses how Mortgage Coach can help mortgage professionals, borrowers, and realtors. It says that Mortgage Coach allows realtors to easily access information on mobile devices and provides borrowers a simple yet impactful experience through video, graphs, and charts rather than complicated paperwork. The document also provides sample scripts for mortgage professionals to position themselves as trusted advisors who use Mortgage Coach's Total Cost Analysis to help borrowers potentially save tens of thousands over the life of their loan.
Denise Donoghue ON Becoming a BLACK BELT in Mortgage Advice and MarketingMortgage Coach
油
This document discusses becoming a black belt mortgage advisor through the use of Mortgage Coach technology. It highlights key metrics such as the number of families served, total mortgages closed, and top lenders using Mortgage Coach. It promotes the importance of advice, technology, and leadership in becoming a black belt. It also emphasizes using Mortgage Coach to provide a total cost analysis to clients in 3 sentences or less that summarizes the key points of the document.
The document provides steps for buying a home with the help of a real estate agent. It begins with an introduction to the agent, Peggy Warren, and her qualifications. It then outlines the 7 steps to buying a home: 1) consultation, 2) loan pre-approval, 3) home search, 4) viewing homes, 5) pricing strategy, 6) making an offer, and 7) closing. The document provides guidance and tips for home buyers on each step of the process.
This issue of the I.S. Monthly Tips newsletter provides guidance on video conferencing etiquette. It discusses best practices such as making eye contact with the camera instead of the screen, paying attention to others instead of multitasking, dressing professionally, and introducing yourself at the beginning of calls. The newsletter also provides contact information for technical support and an overview of the video conferencing platforms Covidien supports.
Learn How To Maximize Todays Refi Opportunity - WebinarMortgage Coach
油
The document outlines strategies for mortgage loan officers to maximize refinance opportunities by generating more leads, winning more loans, and making more profits through techniques like setting client expectations, organizing lead funnels, leveraging video marketing, and using tools like Mortgage Coach to simplify complex ideas and deliver tangible value to clients. It promotes joining upcoming training sessions and offers Mortgage Coach at a special price for the next 24 hours.
Driven Properties offers sales progression services to guide clients through the complex property transfer process in Dubai. Their specialists have extensive experience dealing with developers, banks, and government bodies. They provide step-by-step assistance to ensure transfers are completed smoothly and on time for both buyers and sellers. Services include coordinating mortgage discharges, NOC applications, financial statements, and utility connections. Fees vary depending on the services needed but range from AED 3,000 to AED 7,500.
Video marketing mastery || Video Marketing UnleashedSelinmohanty1
油
Effective video marketing is all about conversions. The video has to play a role in getting the viewer to whip out their credit card and buy something or click on an ad that pays you or enter their email address or zip code into a form.
The challenge to video marketers nowadays is that video may have been the victim of its own success.
The problem now is that theres so much video out there that most of them simply dont have an impact. They dont get people to convert to buyers.
Here is what you'll learn in this guide:
Video Marketing - An Overview
Video Marketing Made Effective
Video Marketing Essentials
Different Types of Video Marketing
Personality-Focused Videos
Marketing Videos on Social Media
A virtual assistant is a contractor who completes administrative tasks for clients remotely. Hiring a virtual assistant from the Philippines allows real estate agents to spend more time on high-value tasks and less on $3-10/hour tasks. The document outlines a step-by-step process for hiring a virtual assistant through Upwork, including posting a job, interviewing candidates, hiring, training, and managing the assistant by providing daily tasks and feedback. Using a virtual assistant can save real estate agents time and money by delegating administrative tasks.
Customer Experience - Engineering moments of truth in a bank branch IQBusiness_CEM
油
The banking branch of the future needs to pay attention to the client interactions. This presentation provides a method for assessing and improving those 'Moments of Truth'
Automate your business to increase income and still get home on time!Terry Yonker
油
This document provides an overview of a continuing education course on automating a real estate business using virtual assistants. The course objectives are to determine readiness for automation, list steps to increase productivity, permissible activities for unlicensed assistants, types of virtual assistants, and how to find and train a virtual assistant. It then details considerations for determining readiness, preparing systems for automation and delegation, permissible assistant activities, the three main types of virtual assistants, and a step-by-step process for hiring and training a virtual assistant. The goal is for agents to recapture time spent on non-client facing tasks by delegating them to a virtual assistant, while maintaining high-quality client services.
Virtual Real Estate Transaction Coordinator, working in Texas, Florida, New Mexico and Georgia. We take care of the details, so you don't have to! Let us manage your transactions, provide excellence in service to your buyers and sellers and free up your time!
Learn essential accounting strategies to keep your small business financially healthy. From bookkeeping to payroll services, this guide covers key tips for better financial management. For more information contact https://rajkishan.cpa/ now!
The document discusses a presentation tool called EDGE that helps loan officers create interactive presentations for borrowers and realtors. It provides stories of how loan officers have used EDGE to impress borrowers and realtors, increasing their confidence and business. Top lenders have adopted EDGE, recognizing it allows loan officers to deliver a consistent, easy to understand client experience.
MC Sales Meeting: How MC membership is key to success in 2010Mortgage Coach
油
The document summarizes a sales meeting for Mortgage Coach, a company that provides tools and training to help mortgage loan officers improve their business. It outlines how Mortgage Coach can help loan officers increase their loan volume, generate more leads, create impressive presentations, and stay on top of interest rate changes. It shares the story of a loan officer who was able to more than triple her loan volume within 90 days by using Mortgage Coach's techniques. It then promotes Mortgage Coach's certification program and software tools, emphasizing their affordability and money-back guarantee.
This document appears to be from a presentation by Mortgage Coach on their products and services. It discusses how Mortgage Coach can help loan officers by:
1) Increasing conversion rates and referrals by helping loan officers deliver more accurate quotes and manage their sales process.
2) Improving compliance by providing transparency and consistency in the quoting process.
3) Providing success coaches and tools like their EDGE product to help loan officers develop habits that deliver an excellent borrower experience and maximize their business potential.
Testimonials are included that discuss how Mortgage Coach has helped increase business metrics and given competitive advantages to companies that use their products.
This document introduces various innovative marketing services provided by Shelter Lending Services, including in-process videos to educate homebuyers about the mortgage process, tracking clients' mortgages and notifying them about opportunities to refinance, weekly mortgage market updates, pre-purchase educational materials and communications, personalized greeting cards for clients' special occasions, mortgage calculators to help buyers choose the best loan option, and automated alerts when past clients list their home for sale. The services are designed to build strong relationships with clients and keep them informed at every stage of the homebuying and ownership process.
The document is a guide for financing a home that provides information on:
1) The process and team members involved in financing a home including the mortgage broker, realtor, lawyers, and home inspectors.
2) The types of mortgages including closed and open mortgages.
3) What is considered in a mortgage application including income, credit history, and required documents.
4) The differences between a conventional and high ratio mortgage.
5) Estimated closing costs such as property transfer tax, legal fees, and more.
6) Special financing programs such as purchasing with improvements or 0% down payment programs.
Shelter Lending Services offers a comprehensive marketing platform designed to build personal relationships with clients through various services. This includes in process videos to keep clients informed during the mortgage process, tracking client mortgages and notifying them of opportunities, weekly economic updates, educational materials, and greeting clients on special occasions to maintain long-term relationships. The platform aims to transform prospects into loyal clients and provide an innovative level of service.
How To Choose a Virtual Assistant CompanyWorldwide101
油
How to choose a virtual assistant company from the hundreds of choices. Onshore or offshore? For individuals or business? Here are the questions you need to ask and the decisions you need to make.
DIOR Executive Realty provides full-service real estate services and assistance to buyers. They help buyers determine their purchasing power, prioritize desires, close deals, and transition stress-free. Their services include determining a budget, finding financing, home selection guidance, negotiations assistance, and post-closing concierge services. They promise utmost confidentiality and discretion, especially for their VIP clients, which include celebrities, athletes, and executives.
The document discusses how Mortgage Coach can help mortgage professionals, borrowers, and realtors. It says that Mortgage Coach allows realtors to easily access information on mobile devices and provides borrowers a simple yet impactful experience through video, graphs, and charts rather than complicated paperwork. The document also provides sample scripts for mortgage professionals to position themselves as trusted advisors who use Mortgage Coach's Total Cost Analysis to help borrowers potentially save tens of thousands over the life of their loan.
Denise Donoghue ON Becoming a BLACK BELT in Mortgage Advice and MarketingMortgage Coach
油
This document discusses becoming a black belt mortgage advisor through the use of Mortgage Coach technology. It highlights key metrics such as the number of families served, total mortgages closed, and top lenders using Mortgage Coach. It promotes the importance of advice, technology, and leadership in becoming a black belt. It also emphasizes using Mortgage Coach to provide a total cost analysis to clients in 3 sentences or less that summarizes the key points of the document.
The document provides steps for buying a home with the help of a real estate agent. It begins with an introduction to the agent, Peggy Warren, and her qualifications. It then outlines the 7 steps to buying a home: 1) consultation, 2) loan pre-approval, 3) home search, 4) viewing homes, 5) pricing strategy, 6) making an offer, and 7) closing. The document provides guidance and tips for home buyers on each step of the process.
This issue of the I.S. Monthly Tips newsletter provides guidance on video conferencing etiquette. It discusses best practices such as making eye contact with the camera instead of the screen, paying attention to others instead of multitasking, dressing professionally, and introducing yourself at the beginning of calls. The newsletter also provides contact information for technical support and an overview of the video conferencing platforms Covidien supports.
Learn How To Maximize Todays Refi Opportunity - WebinarMortgage Coach
油
The document outlines strategies for mortgage loan officers to maximize refinance opportunities by generating more leads, winning more loans, and making more profits through techniques like setting client expectations, organizing lead funnels, leveraging video marketing, and using tools like Mortgage Coach to simplify complex ideas and deliver tangible value to clients. It promotes joining upcoming training sessions and offers Mortgage Coach at a special price for the next 24 hours.
Driven Properties offers sales progression services to guide clients through the complex property transfer process in Dubai. Their specialists have extensive experience dealing with developers, banks, and government bodies. They provide step-by-step assistance to ensure transfers are completed smoothly and on time for both buyers and sellers. Services include coordinating mortgage discharges, NOC applications, financial statements, and utility connections. Fees vary depending on the services needed but range from AED 3,000 to AED 7,500.
Video marketing mastery || Video Marketing UnleashedSelinmohanty1
油
Effective video marketing is all about conversions. The video has to play a role in getting the viewer to whip out their credit card and buy something or click on an ad that pays you or enter their email address or zip code into a form.
The challenge to video marketers nowadays is that video may have been the victim of its own success.
The problem now is that theres so much video out there that most of them simply dont have an impact. They dont get people to convert to buyers.
Here is what you'll learn in this guide:
Video Marketing - An Overview
Video Marketing Made Effective
Video Marketing Essentials
Different Types of Video Marketing
Personality-Focused Videos
Marketing Videos on Social Media
A virtual assistant is a contractor who completes administrative tasks for clients remotely. Hiring a virtual assistant from the Philippines allows real estate agents to spend more time on high-value tasks and less on $3-10/hour tasks. The document outlines a step-by-step process for hiring a virtual assistant through Upwork, including posting a job, interviewing candidates, hiring, training, and managing the assistant by providing daily tasks and feedback. Using a virtual assistant can save real estate agents time and money by delegating administrative tasks.
Customer Experience - Engineering moments of truth in a bank branch IQBusiness_CEM
油
The banking branch of the future needs to pay attention to the client interactions. This presentation provides a method for assessing and improving those 'Moments of Truth'
Automate your business to increase income and still get home on time!Terry Yonker
油
This document provides an overview of a continuing education course on automating a real estate business using virtual assistants. The course objectives are to determine readiness for automation, list steps to increase productivity, permissible activities for unlicensed assistants, types of virtual assistants, and how to find and train a virtual assistant. It then details considerations for determining readiness, preparing systems for automation and delegation, permissible assistant activities, the three main types of virtual assistants, and a step-by-step process for hiring and training a virtual assistant. The goal is for agents to recapture time spent on non-client facing tasks by delegating them to a virtual assistant, while maintaining high-quality client services.
Virtual Real Estate Transaction Coordinator, working in Texas, Florida, New Mexico and Georgia. We take care of the details, so you don't have to! Let us manage your transactions, provide excellence in service to your buyers and sellers and free up your time!
Learn essential accounting strategies to keep your small business financially healthy. From bookkeeping to payroll services, this guide covers key tips for better financial management. For more information contact https://rajkishan.cpa/ now!
APMC and E-NAM: Transforming Agricultural Markets in IndiaSunita C
油
This presentation explores the Agricultural Produce Market Committees (APMCs) and the Electronic National Agriculture Market (e-NAM), highlighting their role in improving market efficiency, price discovery, farmer empowerment, and challenges in agricultural trade and supply chain management.
EaseMoney - A Leading Finance & Banking Platform in India | Tracxn ProfileEasemoney
油
Discover EaseMoney, a trusted finance and banking service provider in India. Our platform offers tailored financial products, including credit cards, savings accounts, loans, and investment opportunities. We collaborate with nationalized banks like SBI, Bank of Baroda, and PNB to deliver seamless financial solutions. Explore our Tracxn profile to learn more about our services, coverage areas, and future growth prospects.
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Visit: easemoney.in
Connect: Twitter | Facebook
Report Date: February 25, 2025
We study the effects of gender board diversity on firm performance. We use novel and rich firm-level data covering over seven million private and public firms spanning the years 1995-2020 in Europe. We augment a standard TFP estimation with a shift-share instrument for gender board diversity. We find that increasing the share of women in the boardroom is conducive to better economic performance. The results prove robust in a variety of subsamples, and to a variety of sensitivity analyses. This outcome is driven primarily by firms from the service sector. The positive impact was stronger during the more recent years of our sample that is a period with relatively more board diversity.
Monopoly Market: Features, Analysis and ImpactSunita C
油
This PowerPoint presentation provides a detailed analysis of monopoly as a market structure, covering its key features, pricing strategies, barriers to entry, advantages, disadvantages, and real-world examples. It explores the impact of monopolies on consumers, market efficiency, and economic growth, along with government regulations and anti-trust policies to control monopolistic practices. The presentation also includes case studies of major monopolies and their influence on industries.
Paper: The World Game (s) Great Redesign.pdfSteven McGee
油
Paper: The Great Redesign of The World Game (s): Equitable, Ethical, Eco Economic Epochs for programmable money, economy, big data, artificial intelligence , quantum computing.. federation, federated liquidity e.g., the "JP Morgan - Knickerbocker protocol" / global unified value unit
Tran Quoc Bao: Championing Vietnam as Southeast Asia's Emerging Healthcare an...Ignite Capital
油
Forbes: Dr. Tran Quoc Bao, Chief Planning and Marketing Officer of City International Hospital in Ho Chi Minh City, is leading the charge in promoting Vietnam as an emerging hub for healthcare and medical tourism. At the Southeast Asian Hospital Expansion Summit 2019, he shared insights on Vietnams healthcare growth and its rising prominence in Southeast Asias medical tourism sector. With an annual growth rate of 18-20%, Vietnam's medical sector attracts over 80,000 foreign patients, generating more than $1 billion in income.
Vietnams strategic location in Southeast Asia, coupled with its political stability, makes it an attractive and safe destination for medical tourists. As Dr. Bao emphasized, the country offers high-quality, affordable healthcare services that stand out in comparison to neighboring countries. However, he acknowledged that there are challenges in increasing awareness of Vietnam's healthcare offerings among foreign patients, especially given the low number of internationally-accredited hospitals.
To overcome these hurdles, Dr. Bao proposed several strategies. He advocates for a nationwide campaign targeting foreign medical tourists and leveraging digital innovation and social media to increase visibility. Additionally, he stressed the importance of Vietnamese hospitals achieving international accreditation, such as Joint Commission International (JCI), to build trust and credibility.
Dr. Bao also calls for increased regional cooperation through events and networking with healthcare associations in Southeast Asia, fostering stronger relationships and collaboration across borders. His vision includes a regional co-patient management system that can facilitate cross-border transfers for patients seeking treatments in multiple countries.
Vietnam is rapidly becoming one of the most attractive destinations in Southeast Asia for medical tourism, joining other established hubs like Thailand, Malaysia, and Singapore. The Southeast Asia Hospital Expansion Summit served as a unique platform for financers to invest in the healthcare sector, focusing on smart hospitals, digitalization, and technological advancements that promise to improve access to quality healthcare.
As a leading international hospital in Vietnam, City International Hospital stands at the forefront of this healthcare revolution. With Dr. Tran Quoc Baos leadership, the hospital continues to pave the way for Vietnams growing presence on the global medical tourism map, providing top-notch care and establishing the country as a key player in the global healthcare arena.
13. The Loan Process Revealed
We remove the Guess Work and show
you the entire loan process in real time.
15. Anticipated Closing Date
Disclosed to everyone upfront
to avoid any confusion.
STEP 1of 8 LOAN STARTED
16. Anticipated Closing Date
* Not just in the beginning, but
throughout the entire loan process.
STEP 5of 8 UNDERWRITER REVIEW
17. Video Messages
Some things are just
easier to understand when
you can see it for yourself.
18. Some things are just easier to
understand when you can see
them for yourself.
19. No LARGE email attachments!
Videos are viewable in a web
browser instead of adding them
as attachments.
21. Reduced Phone
Calls For Everyone!
Because everyone is in
Sync you can finally focus
on phone calls that make
you money, not phone
calls that take your time.