VALUES AND WHY WORKSHEET - MortgageCoach

VALUESANDWHYWORKSHEET

YourMortgageValuesAssessment

Whatarethevaluesthatareextremelyimportanttoyouasamortgageprofessional?

Education Simplicity Effectiveness Freedom Mastery

Wow Giving

Advice Significance Helpfulness Leadership

Loyalty Fun

Status

Excellence Power Growth Honesty Speed

Transparency

Sucess Diversity Teaching Accuracy Knowledge Consistency

Clarity Be the best Ambition

Service Winning Accountability

Whatareyourtop6mortgagevalues?

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Whatareyourtop3mortgagevalues?

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YourMortgageWhy

Describeyourmortgagewhyassimpleaspossible.

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KELLYZITLOW EXAMPLE"MYMISSIONISTODELIVERANHONEST,WELL COMMUNICATEDKNOWLEGEBASEDLENDINGEXPERIENCE."

YourMortgageCoachWhy

DescribeyourMortgageCoachWhyassimpleaspossible.

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MortgageCoachWHYCollection

MICHELETOWN |RPM MORTGAGE

IutilizeMortgageCoachtoimpactmyclientsunderstandingoftheiroptions.ThroughtheMCTotalCost Analysisclientsareabletomakeimpactfuldecisionsontheirfinancialsolutions.

JOSHMETTLE |FAIRWAY

MortgageCoachhelpsmechangetheconversationfrom rateandfeetovaluedadvice.Thishelpsme differentiatemyselfasanexpert.

WALLYELIBIARY |CORNERSTONE

MortgageCoachisagreatwaytoberidiculouslysmartwithclients.

DENISEDONOGHUE |SERVICEFIRSTMORTGAGE

MortgageCoachallowsmetoeducatefamiliesonhowtomakesmarterfinancialdecisionstohelptheir future?andthegenerationsbelowthem.Toomanypeoplearenotstrategicbecausenooneevertaught them.IuseMCTotalCostAnalysistoteachthem.Itisbyfarthe#1besttooltoeducatefamiliesinaclear, directway.It'sagamechanger!

JEREMYFORCIERS |PEOPLESHOMEEQUITY

MortgageCoachmakesiteasyforborrowerstodigestcomplicatednumbersandprocesswhatsetsme apartasateacherandinsightprovider.EDGEisahugeefficiencytimemanagementtool.Becauseithelps mecounterobjectionsbeforetheyariseandcreateopportunitiesbyincludingRealtorsandpartnerson presentations.

KEVIN MARTINI | BENCHMARK

ItismypersonalmissiontohelpmyclientsandpartnerscreatewealthwithrealestateandIdoitby providingtrustedadvicesomyclients`knowbeforetheyowe'andhavepriceandcostclaritysotheycan feelconfidentwhenshoppingfortheirnewhome.EveryfamilyisprovidedwiththeMortgageCoachTotal CostAnalysisbecauseitsimplyandeffectivelyhelpscommunicatetheavailableoptions.IalsousetheMC TotalCostAnalysiswithmyRealtorssotheyunderstandthevalueIbringtotheirclients.

MortgageCoachWHYCollection

MARTYPRESTON | BENCHMARK

Ibelievethemortgage industryhasbeencommoditizednotbyconsumersbutratherbythepeople insideourindustry.Mostloanofficersseethemselvesassalespeoplewhosellaproduct.Whyelsewould theybesoworriedaboutwhatratetheircompanyisoffering?Aprofessionaladvisorisaproviderof servicesanditistheVALUEofthatperson'sservicethatdeterminesthecost.Oneattorneymaycharge $2000perhourandhaveawaitinglistforclientswhileanothermaycharge$20perhourandbe strugglingtofindoneclient.ThesameistruewithCPA's,financialadvisorsandanyothertrueprofessional serviceprovider.MortgageCoachenablesmetoSHOW myclientsthatIam aprofessionaladvisorand notamortgagesalesman.

KATHRYNPEDERSEN | BAYEQUITY

Mymissionisthateveryclientthatleavesmyofficemoreeducatedthanwhentheywalkedin.Mortgage CoachgivesmeasimpleeducationaltoolthatIcanuseforclientsandrealestateagents.Itlaysoutloan optionsclearlyandprofessionally,givingmyclientssomethingvisualtobasetheirloandecisionson.My clientshaveatoolthattheyreferenceastheyshopgivingthem serviceevenwhenIam awayfrom my desk.Hightouchserviceonthego!

NIKKIGROFFS | WALLLIK&VOLK

EDGEisextremelyhelpfulwhentalkingwithaclient.Itallowstheclienttoseetheoverallcostoftheloan anddoesnotfocusasmuchonrate(whichisimportantinaTBDconsult).OncethereisacontractEdgeis extremelyhelpfulingivingspecificexampleswithvisualaidestotheclient,againfocusingonthecostof theoverallloannotjustrate.ExamplesarewhenanFHAloan'srateislowerandaconventionalishigher;it ismucheasiertodiscussthecostoftheMIonaFHAvsPMIonaconventionaliftheyqualifyforboth.It usuallyisveryclearwhichproductmakessincefortheclient.EDGEallowstheGroffTeam topresent optiontotheclientinaprofessionalmanor.EDGEalsoaddsvaluetoboththeclientandusasaGroff Team allowingustodeliverclear,concise&usableinformationtoourclientswhentheyarelookingat mortgageneeds.

ANDREW STORTEBOOM |FAIRWAY

BecomeI'm intheadvicebusinessandMortgageCoachhelpsmedeliversuperioradvice.Notonlydoesit givemethemostaccurateinformationbutitisinaformatmyclientslove.Itistrulyinvaluable.

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