BUILDING YOUR
MORTGAGE BUSINESS

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BUILDING BUSINESS 101

Comprehensive toolkit of resources to help you build and operate a profitable business

BUILDING BUSINESS 102

Tangible strategies for generating leads from the easiest and most cost effective sources

BUILDING BUSINESS 201

Lead generation strategies with target demographic marketing in specific market segments

PACKAGE DEALS

Package and Save: Bundle multiple programs together for great savings!

Do you need a clear marketing and lead generation strategy to help grow your business? Gain access to resources to help you instantly build a successful business with effective quality lead generation tools that convert to profit and wealth.

Program Components

You will receive the following when you purchase any one of our courses.

Training Modules

A comprehensive set of training modules that will walk you through all elements of the program while providing invaluable information and insight and narrated by a top producing mortgage broker. Learn how to implement, use and maximize results with differentiating techniques.

Templates

Includes a set of templates, scripts and real tools to help you get started in your mortgage business. Point and Click easy to use soft copy templates to maximize your business growth and deliver value to your clients - no reinventing the wheel required - no technical experience required.

Workbook

Valuable workbook that is a step by step guide to learning, understanding, and implementing the program content. A guide that will be used over and over again - while initially learning the program and then for future reference.   Start to build your library of knowledge and experience.

Building Business 101

Gain access to our comprehensive toolkit of resources to help you build and operate a profitable business

Financial Plan

Businesss Plan

Lead Tracker

Time Management GPS

Earn a six or seven figure income! This unique financial plan breaks down income and expenses into "bite sized chunks" and then converts into exactly how many leads you need per month for maximum profit, instant revenue and your personal wealth.

Take the number of leads you know you need and develop those into daily marketing activities and tactics. Our comprehensive Business Plan is broken down into a user friendly format, that is easy to implement and helps you make tangible progress on a daily basis.

Breaks down all your lead generation and marketing efforts into a detailed analysis. Ranging from dollar revenue by referral source to conversion rations and ROI. Identify what isn’t working immediately and eliminate. Focus and escalate what is creating the right results.

Don’t become overwhelmed and run out of time. Maximize every hour of every day to ensure high productivity and results. Learn how to WORK SMARTER NOT HARDER and ensure you aren’t buried by paperwork, e-mails and calls and miss important opportunities to effectively multiply your business.

Financial Plan

Earn a six or seven figure income! This unique financial plan breaks down income and expenses into "bite sized chunks" and then converts into exactly how many leads you need per month for maximum profit, instant revenue and your personal wealth.

Businesss Plan

Take the number of leads you know you need and develop those into daily marketing activities and tactics. Our comprehensive Business Plan is broken down into a user friendly format, that is easy to implement and helps you make tangible progress on a daily basis.

Lead Tracker

Breaks down all your lead generation and marketing efforts into a detailed analysis. Ranging from dollar revenue by referral source to conversion rations and ROI. Identify what isn’t working immediately and eliminate. Focus and escalate what is creating the right results.

Time Management GPS

Don’t become overwhelmed and run out of time. Maximize every hour of every day to ensure high productivity and results. Learn how to WORK SMARTER NOT HARDER and ensure you aren’t buried by paperwork, e-mails and calls and miss important opportunities to effectively multiply your business.

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Building Business 102

Tangible strategies to leverage against your competition and generate leads from the easiest & obvious sources

Beat Your Competition

Understand exactly who is your competition and want to set yourself apart from the crowd? Tangible strategies including scripts and templates that you can leverage against your competition while addressing objections from your clients and their influencers. Learn how to add value, differentiate and build a strong loyal client base without it costing you commission!

Buy Down Calculator

Unique template designed specifically for Mortgage Agents to determine what deals to buy down rate on and the effects it will have on your commission.

Existing Clients

A database of customers is crucial to the longevity of your business and succession planning! Create raving fans by constantly and effectively communicating your brand and offering using these templates, scripts and tools. Keep in touch with your customers to ensure you and your brand stay top of mind. Strategies and content that will keep them coming back to you.

Friends and Family

Tools, systems and processes to ensure that you maximize referrals from your friends & family. Receive scripts, resources, social media and a business plan. Even launch your own Friends & Family Program to create your own raving fans and sales team. Learn strategies to preserve and manage your relationships, while maximizing the opportunity to grow your business.

Real Estate Agents

Networking

Financial Planners

Working with realtor’s can be a strategic win-win. Learn how to develop a mutually beneficial relationship that works without rate sheets or sharing your commission! Learn how to strategically identify and find the right realtor and then introduce yourself effectively with value and impact. Tools and techniques that build and maintain a relationship that ensures endless referrals.

Whether chatting with a neighbor or attending a packed networking event, there is an art to being remembered and maximizing your time and the opportunity. Tools, scripts, templates, systems and processes to ensure that you make a lasting impression that will impact your business with endless referrals. Learn how to develop multiple elevator pitches that wow!

Working with financial planner can be a strategic win-win. Learn how to develop a mutually beneficial relationship and maximize the opportunities to access the same client demographics. Learn how to strategically identify common ground and introduce yourself effectively with value and impact. Tools and techniques that build and maintain a relationship that endures.

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Beat Your Competition

Understand exactly who is your competition and want to set yourself apart from the crowd? Tangible strategies including scripts and templates that you can leverage against your competition while addressing objections from your clients and their influencers. Learn how to add value, differentiate and build a strong loyal client base without it costing you commission!

Buy Down Calculator

Unique template designed specifically for Mortgage Agents to determine what deals to buy down rate on and the effects it will have on your commission.

Existing Clients

A database of customers is crucial to the longevity of your business and succession planning! Create raving fans by constantly and effectively communicating your brand and offering using these templates, scripts and tools. Keep in touch with your customers to ensure you and your brand stay top of mind. Strategies and content that will keep them coming back to you.

Friends and Family

Tools, systems and processes to ensure that you maximize referrals from your friends & family. Receive scripts, resources, social media and a business plan. Even launch your own Friends & Family Program to create your own raving fans and sales team. Learn strategies to preserve and manage your relationships, while maximizing the opportunity to grow your business.

Building Business 102

Tangible strategies to leverage against your competition and generate leads from the easiest & obvious sources

Real Estate Agents

Working with realtor’s can be a strategic win-win. Learn how to develop a mutually beneficial relationship that works without rate sheets or sharing your commission! Learn how to strategically identify and find the right realtor and then introduce yourself effectively with value and impact. Tools and techniques that build and maintain a relationship that ensures endless referrals.

Networking

Whether chatting with a neighbor or attending a packed networking event, there is an art to being remembered and maximizing your time and the opportunity. Tools, scripts, templates, systems and processes to ensure that you make a lasting impression that will impact your business with endless referrals. Learn how to develop multiple elevator pitches that wow!

Financial Planners

Working with financial planner can be a strategic win-win. Learn how to develop a mutually beneficial relationship and maximize the opportunities to access the same client demographics. Learn how to strategically identify common ground and introduce yourself effectively with value and impact. Tools and techniques that build and maintain a relationship that endures.

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Building Business 201

Targeted marketing strategies for lead generation in specific demographic market and customer segments.

First Time Home Buyers

Market share with first time home buyers is over 50% and growing - a great target customer that benefits from the education and added value you provide. Learn how to find and attack first time home buyers through a point and click marketing plan. Understand their fears, wants and needs, and learn how to address concerns and overcome objections. Truly differentiate yourself from the competition by leverage and building a database of first time home buyers that will become your customers for life - or until their mortgage burning party! Great starting point for new agent as you know more than your client does!

Real Estate Investors

Real Estate Investors need a unique type of mortgage broker on their Power Team. Learn how to be unique, find and attract real estate investors through 12 creative marketing strategies. Learn multiple leveraging and financing tactics to differentiate with both small, sophisticated and professional landlords. A step-by-step process for success that starts with using templates, scripts and tools to educate and share your knowledge. Learn about creative financing options and strategies that create wealth through real estate no matter the quadrant of wealth your client is focused on! Great acquisition and exit strategy synergy for you and your clients.

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Building Business 201

Targeted marketing strategies for lead generation in specific demographic market and customer segments.

First Time Home Buyers

Market share with first time home buyers is over 50% and growing - a great target customer that benefits from the education and added value you provide. Learn how to find and attack first time home buyers through a point and click marketing plan. Understand their fears, wants and needs, and learn how to address concerns and overcome objections. Truly differentiate yourself from the competition by leverage and building a database of first time home buyers that will become your customers for life - or until their mortgage burning party! Great starting point for new agent as you know more than your client does!

Real Estate Investors

Real Estate Investors need a unique type of mortgage broker on their Power Team. Learn how to be unique, find and attract real estate investors through 12 creative marketing strategies. Learn multiple leveraging and financing tactics to differentiate with both small, sophisticated and professional landlords. A step-by-step process for success that starts with using templates, scripts and tools to educate and share your knowledge. Learn about creative financing options and strategies that create wealth through real estate no matter the quadrant of wealth your client is focused on! Great acquisition and exit strategy synergy for you and your clients.

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Building Business 201 - Powerpoint Series

Purchase individual Building Business 201 PowerPoint Presentations - Tools for educating your clients & business partners

First Time Home Buyers

FTHB 101 - Is now the right time to buy for you?

FTHB 102 -  Budget & Planning: What can you afford?

FTHB 103 - Step-by-step to Buying Your First Home!

FTHB 104 -  Your Credit Score & How to Save Unnecessary Interest

FTHB 105 - First Time Home Buyer Incentives & How to Claim Them

FTHB 106 - Mortgages: How to Select the Right One for You!

FTHB 107 - Financing a Fixer Upper & Renovations: Now & Later

FTHB 108 - So you aren’t ready: Future Home Owner Action Plans

Real Estate Investors

REI 101 - Is real estate investing for you?

REI 102 - Landlord or Banker? How do you choose.

REI 103 - Rent or Lease to Own 101

REI 104 - Rent or Lease to Own 102

REI 105 - Understanding your credit bureau and your tenants

REI 106 - Tenant pre-screening for success

REI 107 - Your investor power team - Building & Utilizing

REI 108 - Self directed RRSP’s - What, why, & how?

Package & Save

Save more with our package deals.

Big Business Mega Bundle

Purchase the Mega Bundle Building Business Series which includes: Building Business 101, Building Business 102 and Building Business 201! If purchased separately that is a value of $2400! Save $400 and purchase this Mega Bundle!

Building Business 100 Series Mini Bundle

Purchase the Mini Bundle Building Business 100 Series which includes: Building Business 101 and Building Business 102. If purchased separately that is a value of $1760! Save $320 and purchase this Mini Bundle!

What's Next?

Manage

Learn to effectively manage your business. Communication strategies for all stages of the mortgage cycle.