Scripts For Success

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This is a summary from a Dave Savage event...the head of Mortgage Coach.

"GREAT SCRIPTING IS MORE IMPORTANT THAN MARKETING"

"IT'S MORE IMPORTANT THAN ANYTHING"

You should review the entire attachment...link is above.


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This business planning document ties in well with the scripting.  You can set your plan based upon the business planning document here and then incorporate many of the scripting scenarios that we have provided here.

Business Building Diagnostic Tool:  Will assist you set your plan up for the next 12 months.

Simplified Business Planning Tool:  Quick and easy tool to use.

Sales Mastery Book:  2018

Sales Mastery Book:  2017

Loan Officer Sales Tips

Unique Value Proposition Scripts

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Todd Duncan Value Proposition Scripts

Partnership Planning & 6 Weekly Questions to Generate More Leads

10 Game Changing Questions and Power Statements To Create High Emotion with Borrower Prospects

The Circle Of Cash Flow:  Accelerate your referrals.

Die Or Disrupt Seminar:  Get in touch with The Mindset of Winners...including 

  • #1 Create Optimal Market Value: How to go from "On" demand to "In" demand.
  • How to 8 times your referrals wit the Circle of Cash Flows
  • Great Scripts to Turn Every Loan Info More Referrals

Scripts For Success-The Duncan Group

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Presentation Scripts For Success:   Client Initial Meeting Scripts.

  1.  Experience
  2. Knowledge
  3. Integrity
  4. Communication
  5. Accessibility
  6. Asking For The Business

Sales Mastery Steps:

  1.  Target and Approach
  2. Set An Appointment
  3. Conduct A Client Interview
  4. Present Your Solutions
  5. Ask For The Business

Todd Duncan High Trust Interview

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Click Here:  Todd Duncan High Trust Interview

Also:  20 Questions to go deep with your Realtor & Builders.


How to Generate 5 Star Ratings...Every Time:

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Disrupt Or Die: By Todd Duncan

4 Things Your Must Do:

  1.  Market & Solicit New Customers
  2. Monitor and Survey that customer's purchase and service experience was excellent.
  3. Market to past clients to ensure they refer other clients to you.
  4. Tie old clients to your new clients.

The Power Of One-To-One Referrals:

  • Cost little to nothing to acquire
  • Trust you faster
  • Decide on you more quickly
  • Negotiate less
  • Shop other options less
  • Are lower maintenance
  • Repurchase more often
  • Refer you more regularly
  • Eliminate the need for costly ineffective marketing

Don't be Guilty of These 7 Deadly Sins:

  1. Ask for the same document twice
  2. Unexpected rates/fees
  3. Experience problems
  4. Borrower had to call for updates
  5. No contact prior to closing
  6. No checklist provided
  7. Unresolved problems

Scripts:  Overcoming Rate Objections

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Link Here:  Script for Overcoming Rate Objections

Overcoming Rate Objections:

Tell your clients you're here to help them get the best rate!  Set them up in RateAlert for a daily or weekly update.

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  1.   A High Level of Drive
  2.  They maintain Systems and Disciplines
  3. They Follow A Business Plan
  4. Product Discipline-they don't try to do every loan.
  5. Everything is Measured
  6. Well-Managed Processing, Underwriting and Closing
  7. They Want Accountability
  8. Cultural Match Between Originator and Company

Best Practice Interview Questions - for good customer outcomes

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This is a thorough guide to walk you through a variety of scenarios and help you stay organized as you're talking with a client.

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MGIC put together this presentation on how to best market to Financial Advisors.


10 Strategic Questions

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