Mark Your Territory - 6 Low-Cost Client Retention Strategies

FEATURED PRODUCT

How to Read Tax Returns and Close More Loans

This seminar is about interpreting the income correctly and counting every dollar to make sure your clients qualify regardless if they are self-employed or not. This seminar is about knowing what to ask for "ahead of time" so you're not constantly asking the borrower for more information. Hey, even underwriters have trouble - so you really need to know your stuff.

Learn how to read income tax returns and how to work with underwriters to get more of your loans approved - and closed. Here's what you will learn:

Reasons why you will need to submit tax returns to underwriting.
How to find more income within your clients' tax returns.
Which tax returns you should "read" first and which ones you don't need to waste your time on.
How to explain your income analysis to an underwriter.

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FREE Sample Course

Basic Guide to
Free Report Marketing

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ALL ACCESS PASS

FREE E-book included
plus more!

"Million Dollar Mortgage
Marketing - On a Tiny Budget"

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Mark Your Territory - 6 Low-Cost Client Retention Strategies
Presented by Karen Deis

FREE On-Line Course Preview Click Here to View a Portion of the Course ...save money-consider an all access pass.
Cost: $69.00 (you can lower this with trade-in options) Get a CD Rom Replay* for an additional $19.00* What is a CD Rom Replay?

Karen Deis

Everyone and their brother (or sister) is out to take your past clients "away" from you...

Financial Planners and Insurance Agents are providing mortgage loans,
Airlines are awarding frequent flier miles,
Home improvement companies have mortgage kiosks in the kitchen and bath department,
...Wal-Mart is knocking at your door!

Asking for referrals or sending a post card every month is simply not good enough any more. Karen Deis shares with you an on-going marketing plan with 6 easy to implement ideas, to keep in touch with past clients by offering them valuable information along the way. "Buying Brain Cells" is the name of the game--so when your customers, family and friends hear the word "mortgage", they think of YOU. Even if you have not marketed to your database in the past, it's never too late to start!

Here's what you will learn:

Low-Cost strategies to implement immediately after closing
What to do if you have not marketed to your closed loan database in the past
How to work with Real Estate Agents as part of your past client tactics
How to hold a seminar for your past clients only

FREE Bonus - Financial Fitness Form - Marketing form to send to your clients on a annual basis to help them evaluate how to use their mortgage as a financial planning tool.

About Karen Deis

In addition to owning her own mortgage company, Karen founded and sold a CBA mortgage company with a builder, has owned her own real estate and appraisal firm and was vice president of her local mortgage broker's chapter. She used "consumer-direct marketing" techniques to generate business for all of her companies. In June 2000, she sold all of her companies to consult full time.

She has been a featured columnist for Mortgage Originator Magazine for the past 6 years (writing their Consumer-Direct Marketing column) and served on their editorial board for 5 years.

Her down-to-earth ideas show loan officers how they can quit relying on real estate agents for all of their business-and how they can get clients to call them first-thus controlling their own destiny in this fickle business.

Interested in hiring Karen to train your Loan Officers? [more info]

Additional Webcasts that Karen has given: