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Mortgage Planning Best Practices

2007. Mortgage Planning Best Practices. Emotional Rollercoaster. Typical Wealth Team. Wealth Team. WEALTH TEAM Roles & Responsibilities. How to be a Mortgage Planner. Mortgage Coach Principles. wow. The Mortgage Planners Pyramid.

stuart-maldonado
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Mortgage Planning Best Practices

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  1. 2007 Mortgage Planning Best Practices

  2. Emotional Rollercoaster

  3. Typical Wealth Team

  4. Wealth Team

  5. WEALTH TEAM Roles & Responsibilities

  6. How to be a Mortgage Planner

  7. Mortgage Coach Principles wow

  8. The Mortgage Planners Pyramid

  9. “Mortgage under Management” Services

  10. Post closing process Average Experience

  11. Opportunities Debt Consolidation Payment Improvement Home Improvement Dream Homes Accelerate Retirement Vacation Homes College Savings A B C

  12. Mortgage Coach Experience Source: Mortgage Coach RateWatch Report Quote Rate DOLLARIZE

  13. “We sent out 100 RateWatch reports and now we have 16 new loans worth $3.2M” • Eric Bohn

  14. Opportunities Debt Consolidation Payment Improvement Home Improvement Dream Homes Accelerate Retirement Vacation Homes College Savings

  15. D A B C

  16. Khai McBride’s Unique Experience

  17. Opportunity: Debt Consolidation Profile FICO: 683 Debt: $45,211 Assets: $2000 Home Value: $675,000 Home Equity: $242,000 LTV: 64

  18. Mortgage Coach Principles wow

  19. Mortgage Planner Experience

  20. A B C D

  21. The Recasting point is an opportunity The Risk vs. Reward of the Option ARM REWARD RISK

  22. Illustrating the Recast Point is a competitive advantage Recast Point 42 months Recast Point – Indicates point where minimum monthly payment can go significantly higher based on 110% increase in original mortgage balance

  23. Recasting Point Review 3 extra loans over the next 30 days

  24. Freedom Point Review 3 extra loans over the next 30 days

  25. D A B C

  26. Life time cost of auto loan Illustrating the Lifetime Cost of an Auto Loan REWARD Repositioning the auto loans into the mortgage reduced the monthly payment by an estimated $459 per month (monthly mortgage savings + monthly tax savings)

  27. Life time cost of auto loan Illustrating the monthly contribution to the Freedom Account Illustrating the Freedom Point and 30 year estimated value of Freedom Account REWARD

  28. Life time cost of auto loan Illustrating the annual details of who and when the Freedom Point is achieved Freedom Point * Freedom Point – Indicates point where accumulated assets exceed mortgage debt

  29. Life time cost of auto loan

  30. The Mortgage Coach Patented Advantage

  31. Mortgage Coach makes you the Team Captain on the Wealth Team

  32. Proposal Creation Assistant

  33. Referral Partner Marketing Assistant

  34. My promise to you… • More FUN • More CONFIDENCE • More PASSSION • An EXTRA $5,000 over the next 30 days

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