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Managing Business 101
Point-n-click efficient communication programs that effortlessly create a wow factor for loyal clients and endless referrals.
Initial Lead
Pre-Approval
Refinance
Purchase Principal
Renewal Switch Transfer
Guarantees to convert a warm lead into a loyal client for life and endless referrals. Essential steps that builds a strong foundation and a priceless database of customers. Includes our sought after Marketing and Lead Tracking Tool that provides a laser focused approach to marketing.
An effective step by step process and deal flow that builds a strong relationship and leverages your added value against your competition during the house hunting stage. Overcome objections and challenges from influences while creating loyalty that guarantees to convert to income!
Beat your competition; existing incumbent lender, with options that showcase and leverage what makes your options more favourable to the client. Saving unnecessary interest and providing optimum terms and conditions that meet your client’s needs now and in the future – maximize your VIP status.
Purchasing, moving up or moving down requires providing multiple options and scenarios – from assumable, portable, top up and blend, extend or a brand new customized solution for your client. Beat your competition, manage influencers, overcome objections and create loyal clients for life.
Renewals are an untapped market; learn the opportunity to leverage and grow your business. Tools, templates and strategies that work and provide the added value your clients need too they can transition seamlessly – overcoming objections and prying them away from their existing lender over and above rate!