As a superstar loan originator, David closes an average of $100 million per year. Even when he started his mortgage career, he realized the value of using a database right from the start. It simply began with names, addresses and closing dates. However, as his business grew, so did his database. He is one
of the few loan originators who has rebuilt his database not just once, but several times to effectively
market to his past clients and referral sources.
David uses ACT! Database software but many of his
ideas can to incorporated into the system you are using now.
If your database contains just the basic information
to get you by, or you are in the beginning stages of building (or rebuilding your database), then this
is the On-line Training Course you need to view.
Here's what you will learn:
- Critical information fields to market effectively to you
- View sample ACT! screens and data field
- How to build an "Activity Series"
- Why your database is your ONLY asset
About David Jaffe
David Jaffe is with Chase Manhattan Mortgage and is one of the company's leading originators. In 2001 he was ranked #4 in loan production for the entire company out of 1500 loan officers. He has an average annual production of $100M and has been a featured speaker for the mortgage industry for the last three years. He attributes his success to the management of his database and marketing systems he has in place to generate future business.
David's On-line Training Course provides a simple pre-designed system that can be implemented immediately to help loan officers continue to market to both potential and existing clients. The adoption of this system will help loan officers obtain a steady stream of referral-only business year after year. His database management techniques and follow-up strategies teach originators how to develop an annuity business and create lifelong clients. This superstar attributes his success to consistent marketing systems that enable him to stay in touch with clients and referral sources.
Interested in hiring David to train your Loan Officers? [more info]