Refinance Strategy Series (CD Replays Not Included)
Cost: $99.00
Description: Save $$ when you purchase these two Refinance Boom series courses. Here is what you get:
1.Online Course - Premeditate Your Profits: A Success System to Increase Your Income in a Refi Market. [more info]
2.Online Course - Premeditate Your Success: How to Get More Clients to Commit to You During a Refi Boom! [more info]
Premeditate Your Profits: A Success System to Increase Your Income in a Refi Market
Do you find yourself "wasting your time" quoting rates on refi business that may never close?
What if you had a way to determine the profitability of each loan—before you quoted the rate and terms? What if you had a way to insure that more of those loans would close?
What if you could manage your time—all the while increasing your time?
Change the way you think about your refi business!
Brian Kludt shares a system that covers all 3 including the “assumption” that you need to make a set number of points (like 1.25) per deal. What you really need to do is make a set dollar amount for each closed loan—regardless of the loan size. And, if they don’t close, you’ve made NOTHING!
- A Loan Pricing Strategy that keeps you extremely competitive—yet sets you apart from your competitors
- Profit Margin Calculator examples
- A Flat-Fee Closing Cost Strategy integrated with pricing
- How to handle the mountain of telephone calls-including voice-mail scripts, email scripts and assistants’ scripting
- How to create a premeditated prospect profile of your ideal client
- What prospects really want to know when they ask, “what’s your rate?”
Bonuses Included:
- Profit Margin Calculator Form
- Refi Script Template - Email
- Refi Script Template - Voice Mail Message
Premeditate Your Success: How to Get More Clients to Commit to You During a Refi Boom!
We make assumptions each and every day—like “I need to make 1.25 points on every deal.” Not true! You need to make “X” amount of dollars per loan.
Unless you have a strategy to get more of your clients to commit to closing their refinance with you, you are wasting an enormous amount of time quoting rates and at the end of the month, have nothing to show for it except a pile of good faith estimates!
Brian Kludt shares his VIP Auto Lock Service program and the way he differentiates himself from the competition. It’s a way of getting rid of the tire-kickers and concentrate on the most profitable loans, while still providing exceptional customer service to the clients who REALLY want to do business with you.
- How to take control of the “rate questions” most people ask
- The 4 questions most loan officers fail to ask during the analysis phase
- The most “accurate” way to provide a client loan analysis included detailed examples for you to use with your clients.
- How to implement an “auto-lock” strategy
- How to leverage technology to get your clients to commit
- How to create a positive experience for future referrals
Bonuses Included:
- VIP Auto Lock Service Program Description
- Rate Lock Agreement Form (At Application)
- Auto-Lock Authorization Form (If not locked at application)
- Refi Analysis Objectives Script Outline
- Refi Analysis Script – New Prospects
- Refi Analysis Script – Existing Clients
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