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Mortgage Coach Presentation
We make your advice valuable to
borrowers & Realtors
dave@mortgagecoach.com
| dtsavage
| dtsavage
| mortgagecoach
Mortgage Coach WHY
The mortgage experience has been
commoditized, most loan officers
are respected at a similar level as a
used car salesman
And, It doesn’t have to be that way
Mortgage Coach WHY
Most American homeowners waste
more money on on debt over a life
time than they have in savings at
retirement age.
And we can make a difference
We study the nations most successful
loan officers
We are working with many of the
nations best companies
What’s your goal?

Wow

Win
What percent of the time
does your sales force
execute Wow?
The best time to generate referrals
Quality Service that Exceeds Expectations
1. Must be easy to learn
2. Must be easy to use
3. Must be easy for borrower
4. Must have a team of Success
Coaches to drive change
Wow

Win

vs.
Culture
Consistent

Risk

vs.
Compliance
Win more

Win less

vs.
Conversion rates
Random Referrals

More Referrals

vs.
Referrals
Random Confidence

Wow Confident

vs.
Confidence
Mortgage Coach will improve your
conversion ratios
Question #1
How much will conversion rates
improve?
What is your current
footprint in the marketplace?
282 Mortgage Coach Experiences
What is your current
footprint in the marketplace?
How many borrowers do you deliver a proposal to monthly
and annually?
Formula: loans closed x closing ratio = your footprint
TCA without VIDEO
2 clients
touch- points

1 client touchpoint

vs.
184 Mortgage Coach Experiences
593 Mortgage Coach Footprint
He is averaging 3.2 views per MCX
TCA with VIDEO
1 client touchpoint

4 clients
touch- points

vs.
Mortgage Coach will increase your
referrals
Question #2
How many more referrals and
loans will you win with MC?
Your 2013 Breakthrough.
MC will help you turn compliance
into your competitive advantage
Transparency
Transparency

Anti-Steering
Transparency
Anti-Steering

Policies vs. Practices
Transparency
Anti-Steering
Policies vs. Practices

Consistency
Turn compliance into your
competitive advantage
1

2

Comparative
Analysis reduce
anti-steering
concerns

Our secure history
enables review and
simple oversight
of policy
Mortgage Coach will improve your
compliance by helping you deliver
more accurate quotes, track and
manage what your sales force is
doing pre-GFE / pre-LOS
Compliance Value
Compliance Value

Sales Impact
Compliance Value

Sales Impact

Brand Impact

Culture Impact
Mortgage Coach could be the most
valuable initiative for your company
in 21013

How many loans did you close last
year?
Your 2013 Breakthrough.
Have you ever had to
go back and forth with
a borrower too many
times to get their
commitment?
Loan Officer

Borrower Experience
Add LIVE SHARE to all your quotes =
winning more loans & shorter sales cycles
Ever lose a loan
because you didn’t
present to the right
person?
Add audio or video to all your quotes =
DOUBLING YOUR REFERRALS
Ever have a challenge
getting a borrower on
the phone?
(play phone tag)
Get a real-time alerts
Would you like to
deliver value on your
clients and partners
iPhones?
Crush your competition with the
ULTIMATE MORTGAGE EXPERIENCE
We help you turn good
intentions into daily habits
Our Success Coach’s
Channa

Anthony

Tenise

Lori

We help you turn your good
intentions into daily habits
A formula for a new habit
Have an epiphany

Accountability
Take baby steps
Celebrate
Epiphany

Accountability

Baby Steps

Celebrate

New Habit
Accountability
Your Coach
Branch Manager

Outlook reminders
Mortgage
“Baby Steps” to excellence Coach
Master
Mortgage Coach
100+
Trainee
20
TCA’s
Trainee
5
TCA’s
Have skill
1st
TCA’s
+ beliefs at
Have skill
TCA
expert

Have skill
The
hardest
one

+ beliefs

levels
ASAP
Mortgage
“Baby Steps” to excellence Coach
Master
Mortgage Coach
100+
Trainee
20
TCA’s
Trainee
5
TCA’s
Have skill
1st
TCA’s
+ beliefs at
Have skill
TCA
expert

Have skill
The
hardest
one

+ beliefs

levels
Your “COMMITMENT”

“I’m going to create 5 TCA’s over
the next week”
TODAY

Mortgage
“Baby Steps” to excellence Coach
Master
Mortgage Coach
100+
Trainee
20
TCA’s
Trainee
5
TCA’s
Have skill
1st
TCA’s
+ beliefs at
Have skill
TCA
expert

Have skill
The
hardest
one

+ beliefs

levels
Today’s COMMITMENT

“I’m going to create one EDGE
TCA today”
vs.
dave@mortgagecoach.com
| dtsavage
| dtsavage
| mortgagecoach
Mike Hardwick CEO, Churchill Mortgage

May 2012

Dec 2012

June 2013

Loan Officers

96

108

120

LO’s using EDGE

56

88

120

LO’s over 100 TCA’s

3

26

80

MC Experiences

3,564

10,167

Avg. loans per month
"Skyline is a full-service, direct lender offering client and business
partners forward-thinking home financing solutions, personalized
service and a wide array of products and services.
We believe our partnership with Mortgage Coach and EDGE
gives us a distinct competitive advantage and helps our MLO's
provide professional, transparent and consistent offerings to our
clients. The turmoil and regulatory changes in our industry have
been dramatic. As a result, loan officers will be required to look
more like "trusted advisers" than "mortgage brokers" and our
folks couldn't make that quantum leap without Mortgage Coach
and EDGE.
The days of the "tail wagging the dog" are over. CEO's must take
charge of their production to ensure zero defect delivery of loans
to investors and compliance with a complicated array of new laws
and regulations.”
Bill Dallas CEO of Skyline
EDGE is a "game-changer” for the originator who use it
regularly. There is no better way to separate yourselves from the
competition than with EDGE.
The question is why would an originator NOT use EDGE. The
support is excellent, the product is first class. It's really just a
matter of taking the time to embrace EDGE and use it on every
transactions with every prospect.
We so appreciate you and your team making this amazing
product available to the industry.
Steve Jacobson CEO Fairway Independent Mortgage

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