Good to Great Rate Quote

Thank you!

Dave SavageCEO of Mortgage Coach

1.Sales is more science than art

1.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.”

To help your sales force win more loans and referrals by improving

the rate quoting process

Big Goal

Key Questions

What is their current lead to loan conversion ratio?When it comes to consistently Wowing borrowers

at the point of sale…Where do your loan officers current rate on a scale of 1-10?

Borrowers Perspective

LOS ELS

The RateQuote Process

Rate Quote Challenges

1. They get shopped 2. They lose more loans than they win 3. They don’t get as many referrals as they

want

Rate Quoting Mistakes

1. Lack of system2. Only quoting rate, payment and closing

fees3. Lack of quality execution

Good vs. Great

vs. ?

Average

Good

Great

Keys to Success

1. Every loan officer needs to have EDGE2. Every single prospect must get a TCA from

EDGE 3. We focus on teaching everyone how to deliver

the best possible EDGE experience with every single client in every selling situation

Expected Results

1. Improved Culture and Confidence 2. Improved lead to loan ratio 3. Less PVA’s = Less discounting 4. More referrals 5. More success and profits

Keys to the Ultimate RateQuote/Total Cost Analysis

1. It’s fast & easy to deliver 2. It has graphs & charts 3. It shows cost over time 4. It’s mindful of the freedom point 5. Its rich media and easy to share

Ultimate RateQuote/Total Analysis

Key Questions

What is their current lead to loan conversion ratio?When it comes to consistently Wowing borrowers

at the point of sale…Where do your loan officers current rate on a scale of 1-10?

What is the value of improving sales impact by a few levels?

What is the velocity you think you can do this with or without Edge?

Q & A

"Dave, I had my first customer presentation this morning. I was able to show my client the advantage of going to a 20-year loan versus staying in a 30 yrs. The graphics of EDGE sealed the deal. It reminds me of the great line from Denzel Washington in the movie Philadelphia "explain it to me like I'm a 6 year old". In a nutshell that's what EDGE does for our clients. This is the best tool I've had in 14 years as an originator. Mega kudos to you and the MC staff.”

John McAdams in Prince Frederick, MD

“Fired off an EDGE wow presentation to a client last night…they totally got it…it visual just cut through all the nonsense and struck them at their wallet…REALLY COOL!! I'm LOVING Edge!”

Tracy Cavanaugh

EDGE is a game changer today in meeting with your clients today, either face to face, on the phone or on “their” computer. EDGE will move them off the fence and into your pipe. .  

Jim Sahnger in Jupiter, FL

“I think EDGE is fantastic.  Edge puts all the calculations I do short hand into an easy process.     The presentation is clean and easy to read.  I love it!”

Aaron Kayser Herndon, VA

“In our ever changing financial world Mortgage Coach's  EDGE  platform is THE vital tool to bring clarity and value to our clients. ”

Paul Walton in Benicia, CA

“The ease of flow and interactive web presentation creates a unique presentation to customers setting you apart. I love EDGE!”

Jeremy ForcierSonoma, CA

YourYour Breakthrough..