thank you! 1. i believe in breakthroughs 2.sales is more science than art 1.good is the biggest...

56

Post on 15-Jan-2016

215 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT
Page 2: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

Thank you!

Page 3: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT
Page 4: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

1. I believe in breakthroughs

2. Sales is more science than art

1.Good is the biggest enemy of GREAT

Page 5: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

“10X companies performed 32 times better than the general stock

market.”

Page 6: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT
Page 7: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT
Page 8: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

• Mortgage folks have short memories• What have we forgotten?• Mortgage biz is brutally cyclical…but always recovers..• Some challenges are short-term and survivable..• There are longer term forces when pulling together will

change the way we do things…

Bottom Line.Darwin is right, “eat or be eaten!”

Page 9: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

Eat or be Eaten? Mortgage=Bacteria

Page 10: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

•Housing at the Tipping Point… •Significant Opportunity for Originators•Four models to consider•What should I do to prepare for ‘12!•WWBD…Bill Dallas Top Twelve for Twelve

Page 11: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

1. Own main street2. Own the relationship3. Own the home ownership experience4. Provide unique tools and products to power

and simplify the experience

“It’s not the strongest or most intelligent that survive…but the one who is most responsive to change.” Charles Darwin

Page 12: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

DELIVER SIMPLE MORTGAGE SOLUTION THAT EXCEEDS OUR CLIENT’S EXPECTATIONS

Page 13: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

Imperative 1 | Must deliver a unique online experience

Page 14: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

New iPOS that delivers the next generation of lending…

•100% consumer self-service functionality that pays consumer for each online step

•Loan Officer tool that increases productivity, service levels and customer collaboration (think Flo and Progressive!)•Fixes our current “baggage claim” process

Page 15: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT
Page 16: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

Cloud /InternetCloud /Internet

Loan DataLoan Data Account Data

Account Data

Party / Borrower

Party / Borrower

DocVaultDoc

Vault

Authenitcation /Fraud DetectionAuthenitcation /Fraud Detection

Pricing EnginePricing Engine

Credit DataCredit Data

VOE / VOIVOA

VOE / VOIVOA

PayoffPayoff Loan Quality Services

Loan Quality Services

Title / EscrowTitle / Escrow

ValuationsValuations

Doc PrepDoc Prep

OCL Portal Platform

Data

Investors • Consumer• Lender• Realtor

Workflow

LOSLOS

TransactionPointTransactionPoint

RealECRealEC

MSPMSP

Page 17: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

To Get Started, Consumer or LO provide some simple data points to allow system to select the best loan product.

Page 18: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

Based on information provided by the consumer or LO the system identifies a variety of products that meet their needs

Credit for doing stuff!

Page 19: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

The consumer or LO can easily view the cost / credits associated with any product.

Page 20: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

Consumer earns credit helping out. It’s easy, transparent, saves the consumer money…me and my loan.

Page 21: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

Consumer can view all programs and see “live” pricing…can you say Google Mortgage!

Page 22: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

Imperative 2 | Must deliver a unique and value loan officer and borrower

experience

Page 23: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

Don’s Borrower Experience See how easy & fast you can create a

great borrower presentation See a online EDGE borrower presentation See how you use VIDEO to deliver unique

value See loan officers can monetize Social

Page 24: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

12 for 12 1.Purchase2.Harp Help3.Written guarantee4.Upfront savings & lowest cost5.Fun, easy and 100% hassle-free6.MSA…focus on listing not purchase7.HBO…offer monthly “home buyer opportunity” seminar

Page 25: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

12 for 128.Call center mentality…12 calls per day9.Deliver a unique online borrower experience 10.Execute a unique and valuable experience between loan officer and borrower 11.Master CRM as a company and make it easy for loan officers 12.Make compliance your friend

Page 26: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

Why now is the best time to be a serious mortgage professional – Markets are stabilizing– Many markets experiencing real HPA– Affordable…historic low rates and prices– Best time to buy…ever!

Page 27: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

The Mortgage Experience

REINVENTED

Page 28: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

The Ultimate Borrower Experience

Page 29: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

5 keys to the ultimate experience 1. Good questions 2. Mindful of freedom point 3. Graphs and charts 4. Cost over time 5. Rich media experience

Page 30: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

3 biggest mistakes most loan officers make

1. Lack of consistent process & system 2. Only highlights rate, payment and

closing cost 3. It’s not easy or valuable to share

Page 31: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

We Are The Social Network

Page 32: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

“There are more Internet connected devices than there are American's”

Page 33: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

94% of home owners start their search online

Page 34: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

150 million in US

44 million in US

119 million in US

Page 35: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

the average professional service creates just $175

Average Mortgage Professional comp per transaction is $2,000+

Page 36: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

“Despite all this opportunity 90% of mortgage professionals aren’t

monetizing social”

Page 37: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

In just 9 weeks 50,000+ Mortgage Coach Edge presentation have been viewed…thousands of clicks coming

from Facebook & Twitter

Page 38: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

Introducing…

Page 39: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

Designed to make monetizing your social presence and activity easy

Page 40: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

With a special formula of tools, content and coaching

Page 41: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

Instant Business PresenceEDGE Social Streaming

Quality Content Coaching

Page 42: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

EDGE Social Streaming

Page 43: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

Bring your best SUCCESS STORIES to life

Page 44: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

Instant Business PresenceEDGE Social Streaming

Quality Content Coaching

Page 45: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

Good vs. Great

vs. ?

Page 46: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

Average

Page 47: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

Good

Page 48: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

Great

Page 49: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

Take a good look at Social Pro today…

Page 50: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

Take a good look at Social Pro today…just by reviewing Social Pro you will learn

something that will make your social presence and activity better

800-485-7251

Page 51: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

800-485-7251

Page 52: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

Good vs. Great

vs. ?800-485-7251

Page 53: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

Average

800-485-7251

Page 54: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

Good

800-485-7251

Page 55: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

Great

800-485-7251

Page 56: Thank you! 1. I believe in breakthroughs 2.Sales is more science than art 1.Good is the biggest enemy of GREAT

Take a good look at Social Pro today…just by reviewing Social Pro you will learn

something that will make your social presence and activity better

800-485-7251