resources

Our Plan: Watch Scott Nicholson Use His TCA To Help His Agents Win More Listings

Hello, I wanted to introduce myself because I will be the lender assisting the List Agent. If we have the opportunity to serve you. I have two particular roles in your transaction. 1). I will validate all buyer offers submitted for financial strength, but more likely my second role, solve any financing challenges if they arise. For example, one of many challenges that we can solve in this market is what happens if the appraisal comes in low. We would implement this during the offer/screening process to create the plan upfront vs. reacting during the active escrow process, causing delays and, worse, cancelation so that we can generate the most significant profit on the sale of your home. This video scenario details how to handle " If " the appraisal comes in low, so the client can still qualify for the loan and that we keep the escrow open and flowing.

Dan Keller’s Client Intake Form

I am uploading our new client intake form that I have our LOAs use with all new clients. This is exactly what I used prior to growing a team and have only modified it slightly over the years... I still use this when I need to step in and assist w/ new client intake calls... The KEY is to have your LOAs mention your name AT LEAST 3 times on the call (Dan just stepped into a meeting but asked me to reach out real quick to introduce ourselves and grab a couple of pieces of information... Dan takes the little things super-serious, that's why he's asking for this info... Dan will be in touch with you today to say hello and to follow up from this call... ).

Realtor Call Action Plan by WBN | Todd Bookspan

Here's the 50 Realtor Call Action Plan with scripts that we talked about on yesterday's mastermind. WBN

Jeremy Forcier’s CMA Realtor Scripting

Check out a fantastic script for your next Realtor meeting by Jeremy Forcier and a few new ideas to help agents get more listings.

10 Game-Changing QUESTIONS with Todd Duncan

Thank you Todd Duncan for sharing your 10 Game-Changing QUESTIONS and Power Statements to Create High Emotion with Borrowers

WBN KISS Worksheet

This is a worksheet from WBN | Todd Bookspan your mid-year planning.

Scott Nicholson Appraisal Contingency Plan For His Purchases

Here is Scott Nicholson TCA on how to navigate a client through an appraisal gap issue on their purchase.

Top Producer Interview with Shant Banosian who’s America’s #1 Team Leader

Watch this video to learn how Shant Banosian and his team closed 3,551 loans last year for $1.7B. He was extremely transparent and shares everything from how he's managing his team to how he's generating over 12,000 leads annually through a combination of Realtors, past clients, social media, and his local community.

Maximizing Realtor Relationships in this Crazy Market with Todd Bookspan and Keith Collins

CRUSHING 2021 with Jeremy Forcier

Jeremy's team closed 541 loans for $257M in volume and also manages several branches that closed 2,920 loans for $1.35B in 2020. Watch this video to be a better team leader, some ideas on how to train your loan officer assistant and Jeremy shares his scripting for every new borrower lead.

2021 BUSINESS PLANNING with Dan Keller & Jeremy Forcier

Watch this video for an inspirational and comprehensive business planning workshop with Jeremy Forcier and Dan Keller.

NEW LOAN OFFICER MASTERMIND with Top New Loan Officers and Mentors

Watch this if your a new loan officer or a mentor to a new loan officer to get proven ideas and strategies from Taylor Winkle, who closed 99 loans last year, and Alex Cook, who closed 103 loans his first year as a loan officer, to discuss how NEW LOAN OFFICERS can fast track their success in today's pivot to purchase market.

Shayla Gifford’s Perfect Pre-Approval Experience

Shayla Gifford is one of America’s most successful mortgage leaders and this interview is focused on her perfect pre-approval experience. And we also had Josh Mettle share how he's generating refis in today's market.

How To Use Mortgage Coach | Jeremy Forcier

Jeremy Forcier has closed over $100M in personal production for the past 6 years and is the most profitable loan officer in his company. Watch tor learn Mortgage Coach members turn clarity and transparency into a competitive advantage that improves conversion by 30% and makes it easier to close more refis with your past clients.

How To Use Mortgage Coach | Denise Donoghue

Denise Donoghue closed 60 last month. WATCH this to learn how Denise and his team use Mortgage Coach to save time and deliver the ultimate virtual mortgage experience. Most loan officers lose loans to competitors because of price and confusion, but Mortgage Coach members turn clarity and transparency into a competitive advantage that improves conversion by 30% and makes it easier to close more loans.

How to Use Mortgage Coach | Dan Keller

Dan Keller closed over 50 loans last month using Mortgage Coach. WATCH this interview to see exactly how he uses Mortgage Coach and he shares a few of his best scripts and the phrases he uses to build trust and deliver value.

🔥SCRIPT-a-PALOOZA 2021🔥

WATCH THE BEST SCRIPTS FROM THE BEST IN THE BUSINESS | 4th Annually Collaboration between Mortgage Coach and Win By Noon