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?
1. ________________________________ 2. ________________________________ 3. ________________________________ 4. ________________________________ 5. ________________________________ 6. ________________________________
Whatareyourtop3mortgagevalues?
1. ________________________________ 2. ________________________________ 3. ________________________________
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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