GRAB THIS COURSE & HERE'S WHAT YOU'LL GET:
- ONE EASY TO IMPLEMENT STEP EACH DAY FOR 50 DAYS!
- Learn the Core7 Referral Methodology and How To Run Your Core7 Networking Groups & 1 on 1 Partnership Planning Sessions.
- How to consistently recruit professionals every day with customized recruiting emails designed to find partners and clients through social media
- We give you the tools and resources to build your database the right way with the best information to get close with your clients.
- We have specific content for each individual professional that will help you benefit your clients, build your professional team, create a marketing system to prospect for new clients and business partners and stay in touch and nurture your relationships on autopilot
- We also give you lead magnets and sales funnels that have already been created by Core7 that we will share with you.
- As well as ongoing assistance in building your funnels and your team you also get a 30 - Day free trial
HERE'S THE 50 DAY SCHEDULE:
STEP #1: BUILDING YOUR DATABASE (The basic information do you need)
STEP #2: BUILDING YOUR DATABASE (The email to find who is on your team)
STEP #3: BUILDING YOUR DATABASE (Using the Relationship Builder)
STEP #4: BUILDING YOUR DATABASE (Lead Magnets & Sales Funnels
STEP #5: SEND OUT DATABASE QUALIFYING EMAIL TO SOCIAL MEADIA
STEP #6: ADD VALUE TO PROFESSIONALS
STEP #7: A,B,C,D YOUR DATABASE
STEP #8: PROSPECTING FOR PROS FROM A TARGETED LIST
STEP #9: PROSPECTING FOR PROS THROUGH SOCIAL MEDIA
STEP #10: WHAT TO DO WHEN YOU MEET/INTRODUCED: THE INTERVIEW
STEP #11: THE PROSPECT FOLLOW UP FUNNEL
STEP #12: SEND 5 APPRECIATION EMAILS TO CLIENTS
STEP #13: SEND 5 APPRECIATION EMAILS TO PROFESSIONALS
STEP #14: GENERATE OUTGOING REFERRALS FOR YOUR TEAM
STEP #15: INTERVIEWING A REALTOR
STEP #16: INTERVIEWING A FINANCIAL ADVISOR
STEP #17: YOUR UNIQUE PRESENTATION
STEP #18: USING SURVEYS AS PART OF YOUR PROCESS
STEP #19: SEND YOUR ANNUAL REVIEW OFFER EMAIL
STEP #20: DO THE REVIEW & ASK THE MAGIC QUESTIONS
STEP #21: USING THE REVIEW TO GENERATE REFERRALS
STEP #22: THE CROSSOVER
STEP #23: THE CORE7 PERMISSION TO REFER SCRIPT
STEP #24: THE PRIMARY REFERRAL TARGETS FOR THE REALTOR
STEP #25: THE PRIMARY REFERRAL TARGETS FOR THE MORTGAGE ORIGINATOR
STEP #26: THE PRIMARY REFERRAL TARGETS FOR THE RE ATTY.
STEP #27: THE PRIMARY REFERRAL TARGETS FOR THE FINANCIAL ADVISOR
STEP #28: THE PRIMARY REFERRAL TARGETS FOR THE ESTATE PLANNER
STEP #29: THE PRIMARY REFERRAL TARGETS FOR THE ACCOUNTANT
STEP #30: THE PRIMARY REFERRAL TARGETS FOR THE P&C AGENT
STEP #31: THE REFERRAL METHODOLGY: FULL TEAM FOR FTHB
STEP #32: CREATING CORE7 DIAMONDS
STEP #33: THE COMMITMENT
STEP #34: WHAT'S NEW & POSITIVE? & WHO DO I NEED TO MEET?
STEP #35: REFERRAL TRACKING
STEP #36: THE CORE7 LESSON
STEP #37: GUEST PRESENTER
STEP #38: ASSIGNMENTS FOR 1 ON 1 PARTNERSHIPS MEETINGS
STEP #39: THE QUARTERLY REFERRAL SCORECARD REVIEW
STEP #40: THE SELF PROBATION POLICY
STEP #41: ASKING YOUR CURRENT PARTNERS TO JOIN YOUR GROUP
STEP #42: ASKING FRIENDS FOR INTRODUCTIONS TO JOIN YOUR GROUP
STEP #43: ASKING SALES MANAGERS FOR INTRODUCTIONS TO JOIN YOUR GROUP
STEP #44: USING FACEBOOK GROUPS TO FIND PROS TO JOIN YOUR GROUP
STEP #45: USING THE RECRUITING WEBINAR & DIR OF SELECTION QUESTIONNAIRE
STEP #46: HOW THE CORE7 ROLODEX WORKS
STEP #47: CORE7 ROLODEX: EMAILS TO SEND TO FACEBOOK
STEP #48: CORE7 GROUP REMINDERS
STEP #49: SEND THIS MARKETING PIECE TO YOUR NETWORK
STEP #50: GIVE YOUR PARTNERS A RATE UPDATE LOS ONLY
STEP #51: CREATE AN ONLINE COMMUNITY
STEP #52 CREATE YOUR 5 CIRCLE GOALS
STEP #53: CREATE YOUR SCHEDULE
STEP #54: SHOW APPRECIATION FOR YOUR CLIENTS & PARTNERS
And here's the big bonus we also give you all of these bonus products
BONUS COURSES
- THE 30 DAY MORTGAGE JUMPSTART:
Mortgage Jumpstart
This course walks through the first month to jumpstart your mortgage business or started from scratch the right way! It is created to assist a new mortgage originator, but can also be a way to recharge your existing mortgage business. The highlights of this module: Creating your database, automate your marketing, your mortgage consultation, generating outgoing referrals to your partners, communicating with your clients and Real Estate Partners, and much more!
ONLY A COUPLE HOURS A DAY!!!!!
What you will learn:
Day #1: Start With The Right Business Mindset
Day #2: Building Your Database ( attached is the core 7 database Builder)
Day #3 - #8: ( part 1) Create A Process To Obtain And Gather Loan Documentation Up Front.
Day #3 - #8: (part 2) Schedule The Loan Consultation And Receive Permission To Send The Pre-Consultation Worksheets. ( the pre-consultation worksheets will be attached to this post)
Day #3 - #8: ( part 3) A Walkthrough Of Each Section Of The Pre-Consultation Worksheets And Handling Clients Pushback.
Day #9: How Much Do You Want To Learn? And How Many Closings Do You Need? ( attached is the core 7 income calculator)
Day #10: Choosing A Closing Attorney Or Escrow Officer
Day #11: Partner Prospecting Interviews ( attached is the realtor and financial planner questionnaires)
Day #12: Call On Your Prospects Introduced By Your Attorney Or Escrow Officer
Day #13: Where Will You Get Your Business? The Business Pillars.
Day #14: Create A Referral Directory
( attached will be the prospecting letter and the core 7 referral directory template)
Day #15: Design Your Follow-Up Plan.
Day #16: Develop Your Unique Selling Proposition (USP)
( attached is the what's your rate book discount)
Day #17: Creating Your Introduction Letter For Prospecting
( attached is the realtor follow up email, the realtor introduction letter, and the realtor no response follow up email.)
Day #18: Build Your List Of Prospects Using The Core7 Approach System.
( attached is the email follow-up. the wrong attachment is on this one. The attachment on this one should be in day 19.)
Day #19: Start A Core7 Mastermind Group
( included is The Mastermind agenda and core 7 cheat sheet. It may be much more simple to include the core 7 recruiting information package?)
Day #20: Find A Credit Repair Expert
Day #21: Create Your Daily Schedule
Day #22: Time Blocking And Managing Your Voicemail
Day #23: Become Financially Literate
Day #24: Used Loan Presentation Software
Day #25: Learn Your Elevator Scripts Based On Your Unique Selling Proposition.
( attached is an example of the core 7 Mastermind agenda)
Day #26: Other Networking Groups
Day #27: Pick One Prospecting Activity That You Enjoy That You Will Do Every Single Day.
Day #28: A TIP- Make Good Service A Prospecting Activity
THE CORE7 MORTGAGE ORIGINATOR PROCESS:
The step-by-step Core7 mortgage process from start to finish. From when a referral comes into the annual mortgage review. included are all the In- process templates, referral strips, copy and paste emails including the referral generator, fact finders, mortgage planning questionnaire, mortgage review and much more. Highlights of this module, how to generate outgoing referrals to realtors and financial advisors. How to minimize rate shopping. What is included:
THE REFERRAL IS RECEIVED:
Scheduling the Loan Consultation
Delivery and Explanation of the Pre-Consultation Worksheets
THE PRE-CONSULTATION WORKSHEETS:
Review of all forms sent to the client
Handling Client Pushback
REVIEWING THE DOCUMENTS: (The next 3 Modules cover this topic. PART 1,2,3)
An In-depth review of the Pre-Consultation Worksheets
A review of each question in detail with possible responses to each. (What to look for and why?)
How to use the information to prepare for The Loan Consultation.
THE LOAN CONSULTATION:
A step by step example of a Loan Consultation
A Unique Prospecting Method
All scripting, emails, cross-selling, and referral generation
READY FOR PRE-APPROVAL:
Issuing REAL pre-approvals
Endorsing your Referral partners
The Importance of maintaining contact
ACCEPTED OFFER:
First steps when a client's offer is accepted
How to get a commitment to move forward
Dealing with Rate Shoppers (The .125% Policy/Agreement)
THE RE-CONSULTATION: (after accepted offer & borrower commitment to the process):
Educating the client about Interest Rates and Rate Movement
Scripting for Referral/Cross-Selling and Prospecting activities
Creating a LOCK STRATEGY with your client
LOCKING STRATEGY:
Steps to create a Locking Strategy
Addressing the Total Cost Analysis and Interest Rate Concerns
The Rate Lock Confirmation
The Loan Program Confirmation
PROPERTY & CASUALTY CROSS SELL:
Referring the P&C Agent (EASY)
The Umbrella Policy
Financial Advisor Cross-Sell/Referrals
Company/Corporate Benefit Cross-Selling
THE LOAN IS APPROVED:
Business Building and Cross-Selling steps you can take when the loan is approved
THE MID-PROCESS SURVEY:
3 Great Reasons to Conduct a Mid-Process Survey
COMMUNICATION & OPERATIONAL LETTERS:
7-10 Day Update Template
Rate Lock Reminder
No Points/No Closing Cost Refi Explanation ("Why do I have to bring money to closing when I'm doing a no cost loan?)
POST CLOSING CROSS SELL:
Mortgage Originator referrals to the Financial Advisor at Closing
Real Estate Attorney/Escrow Officer referrals to the Financial Advisor at Closing
Refinance Referrals to the Financial Advisor using Mortgage Coach and The Total Cost Analysis
The "Mortgage Protection" Cross sell referral
AFTER CLOSING FOLLOW-UP MARKETING:
3 & 6 Month Realtor Endorsement Emails (BCC Realtor)
Birthday Follow-Up
1 - 3 Month Referral from Mortgage Planning Analysis Follow-Up
Tax Time Business Owner Cross-Sell
THE MORTGAGE REVIEW:
4 Questions that generate consistent referrals
How Mortgage Originators generate unlimited outgoing referrals to Realtors & Financial Advisors
The Referral Generator
The Refinance Referral- Using The Equity Assessment
AWESOME LOAN OFFICER & REALTOR PARTNERSHIPS:
1. Introduction To The Partnership
2. 3 Key Principles That Our Partnership Is Built On
3. Pre-Approval VS Pre-Qualification
4. The Strategy Call
5. The Questions To Ask a Lender As a Listing Agent
6. How Realtors & Loan Officer Work With Financial Advisors
7. How PARTNERS Handle Hurdles, Extensions, and Bad News
8. 3 Lender Actions That Make All The Difference.
AWESOME LOAN OFFICER & REALTOR PARTNERSHIPS:
1. Introduction To The Partnership
2. 3 Key Principles That Our Partnership Is Built On
3. Pre-Approval VS Pre-Qualification
4. The Strategy Call
5. The Questions To Ask a Lender As a Listing Agent
6. How Realtors & Loan Officer Work With Financial Advisors
7. How PARTNERS Handle Hurdles, Extensions, and Bad News
8. 3 Lender Actions That Make All The Difference.
AWESOME LOAN OFFICER & FINANCIAL ADVISOR PARTNERSHIPS:
This course outlines how to create awesome Loan Officer & Financial Advisor Partnerships!
Here’s what’s included in the course:
- How these partnerships typically work
- The hurdles and the benefits of the Partnership
- How to prospect for Financial Advisors (Scripts, Emails, & Letters included)
- Interviewing the Financial Advisor (Questionnaire Included)
- The Unique Meeting Presentation (templates, emails, forms, etc. included)
- The Mortgage Review and the 2 questions to generate outgoing referrals
- How clients benefit the most: full team collaborating on their behalf.
- How Financial Advisors can be a Loan Officer's secret weapon in adding value to Realtor partners
- The 4 Realtor Referral Opportunities for a Financial Advisor (All scripts and emails included)
- The best way for Advisors and Loan Officers to help each other (introductions to other professionals)
THE CORE7 REALTOR BUYER PROCESS:
The step-by-step core-7 realtor process from start to finish. From when the referral first comes into the annual equity review. Included are all of the templates, Scripts, copy and paste emails, fact finders, the Core7 buyer presentation, transaction worksheet, and much more. What's included:
THE 3 STEPS WHEN A REFERRAL IS RECEIVED:
- Scheduling the appointment
- Sending the Buyer questionnaire
- Thanking the Referral Source
THE BUYER QUESTIONNAIRE IS RECEIVED: (The next 3 Modules cover this topic. PART 1,2,3)
- An in-depth look at the Buyer Questionnaire
- A review of each question in detail with possible responses to each
- How the information fits into your preparation for The Buyers Meeting
PRE-MEETING DATA ANALYSIS:
- Using information from the Buyer Questionnaire
- Steps to prepare for the Buyer Meeting
THE BUYER MEETING:
- An Example/Role Play of a Buyer Meeting using The 6-Step Buyer Meeting Process
- Using The Core7 Realtor Powerpoint Presentation (Located below- Be sure to edit and customize)
A CLOSER LOOK AT REFERRALS:
- The Why & How of making Referrals
- How to respond if a buyer is already working with a Lender/Mortgage Originator
- How to follow up after the referral is made
SHOWINGS & GUIDELINES: (This is an Overview and how Showings work in The Core7 Referral System)
MAKING AN OFFER:
- Pre-Qualification/Pre-Approval Strategy
- Mortgage Contingencies
- Buyer Preparation
ACCEPTED OFFER:
- Steps when an offer is accepted
- Coaching, Managing Expectations, and Buyer's Remorse
- Making Referrals
- Preparing The Core7 Realtor Transaction Sheet/Set-Up Sheet
NEGOTIATING THE PURCHASE & SALE:
- Steps after the offer is accepted
- The Importance of communication with your Core7 Partners at this point
REVIEWING THE COMMITMENT LETTER:
- Process of reviewing the Commitment Letter
- How to handle Extensions. Scripting and Timing.
CLEAR TO CLOSE:
- Review of Final Preparations
- Steps for a smooth closing
THE WALK THROUGH: (This is an Overview and how The Walk Through works in The Core7 Referral System)
THE CLOSING:
- How The Core7 System applies to The Closing
POST CLOSING:
- The Core7 System for staying in touch with clients and maintaining the relationship
- The Top 5 Post Closing Referrals a Realtor can make
- Cross-Sell Scripting and Copy & Paste Emails
THE ANNUAL EQUITY REVIEW:
- The Equity Review and the many referrals and opportunities it creates
BONUSES:
Chef's Table:
One of the best ways to strengthen relationships with existing clients and meet new clients all why enjoying a great meal.
Attorney/Escrow Officer Closing Package:
In-Process Copy & Paste Emails for Real Estate Attorneys & Escrow Officers to communicate and assist clients during the Home Buying Process.
THE CORE7 FINANCIAL PROFESSIONAL PROCESS:
The step by step Core7 financial professional process from start to finish. Illustrating the detailed steps when a referral comes in during the purchase or refinance of a home and also building a full financial plan highlighted by the core 7 quarterly financial health checkup. Included are the fact finders, worksheets, well strategy analysis, the core 7 relationship builder, Scripts, copy and paste emails and much more. Module highlights: learn to run a fee based business based on the quarterly financial health check up, creating action plans and generating outgoing referrals for all of your partners. What’s included:
REFERRAL DURING THE MORTGAGE LOAN PROCESS:
- Steps for handling referrals during the mortgage loan process
- Referral scripting and value opportunities. Including The Cash Flow Analysis and The Relationship Visualization Question (R.V.Q)
THE CORE7 CASH FLOW ANALYSIS:
- How to conduct a Cash Flow Analysis during the mortgage loan process
- Key aspects to focus on to assist your Core7 Partner
DIRECT REFERRALS:
- Working with a client AFTER the close of a mortgage loan, or when referred directly
- Value Creation: Leadership, Relationship, Creativity
- Relationship Visualization Question (R.V.Q) Scripting
THE CORE7 T.O.A REVIEW:
- Next steps after the R.V.Q (Relationship Visualization Question)
- How to organize the input and information from your client using The T.O.A (Threats, Opportunities, & Advantages Tool)
- Creating the foundation for the Action Plan
THE CORE7 WEALTH STRATEGY ANALYSIS (W.S.A):
- Step by Step review using the Wealth Strategy Analysis. Including scripting to introduce your Core7 System, your Core7 Team, and your unique process
- This module reviews each question in detail with possible responses to each
THE CORE7 ACTION PLAN:
- How to use the information in the R.V.Q (Relationship Visualization Question) and the T.O.A (Threats, Opportunities, & Advantages Tool) to create The Core7 Action Plan
- Tools to create a Strategic Action Plan: The Action Worksheet & The Action Letter to present the information
- Step by Step review of each document with scripting
SCHEDULE THE CORE7 ACTION PLAN REVIEW:
- Scripting and Emails to assist in making the appointment to review the Core7 Action Plan
REVIEWING THE CORE7 ACTION PLAN:
- How to review the Action Plan
- Conveying your value and asking for the business
- Introducing your Quarterly Financial Review (Q.F.R)
- Implementing Financial products
REVIEWING PRODUCTS:
- Implementing the products in the Core7 Action Plan
- Scheduling your Quarterly Financial Review (Q.F.A)
- Set Financial Goals
CORE7 QUARTERLY FINANCIAL REVIEW:
- Step by Step review of The Quarterly Financial Review (Q.F.R) and it's overall benefit to the client
- Why you should be a FEE BASED Financial Advisor
- The Quarterly Financial Review (Q.F.R) is the foundation and Unique Selling Proposition of The Core7 Financial Professional Process
THE CORE7 RELATIONSHIP BUILDER:
- All the key Information needed to build your database
- This working document that will deepen your relationships with your clients.
BONUSES:
Financial Advisor Referrals From The First 2 Pages Of A Tax Return:
There are so many easy referral introductions to a financial advisor from the first two pages of a tax return. In this module, we walk through each opportunity and give multiple options to use "the referral generator". This module contains great strategies for any professionals who work with personal tax returns. (accountants, mortgage originator, insurance professionals, etc.)
HOW TO CONDUCT CORPORATE LUNCH & LEARNS:
The What’s Your Rate? Product is a Consumer Direct Product geared towards obtaining Continuing Education Workshops and Corporate Lunch & Learns. All of the content is based on The Amazon Best Selling Book What’s Your Rate? - How to buy a home and Secure Your Financial Future At The Same Time
What's included:
Continuing Education Package:
- Letter to Continuing Education Director
- Seminar proposal
- First steps to purchasing a home and creating a secure financial team at the same time
- What’$ Your Rate? discount order form
CORPORATE LUNCH & LEARN PACKAGE:
What’s Included:
- Corporate Mortgage Benefit Overview
- In process cross-sell letters and emails
- Why you should have preferred housing
- What Makes Us Different attachment
- Next Steps to purchase a home
- Corporate Finance program flyers
- *30% Discount on the book: What’$ Your Rate? How to buy a home a secure and secure your financial future at the same time.
Seminar Materials for Continuing Education Seminars and Lunch & Learn Presentations:
What’s Included:
- Seminar Check list
- Intake form
- Closing cost coupon
- Credit worthiness certificate
- Conditional credit worthiness certificate
SPREADSHEETS THAT POPULATE:
Spreadsheets that you can email to your clients to add value.
- Profit & Loss Statement
- Balance Sheet
- Cash-Flow Analysis
- Net Proceeds Worksheet
MASTER WORKBOOK & VIDEO WALKTHROUGH -What'$ Your Rate? Presentation:
Included are:
- What’$ Your Rate? Seminar Workbook Master Copy (Follows the book ‘What’$ Your Rate?’)
- Video walkthrough of the workbook by Mark Maiocca offering suggestions for your presentation
What'$ Your Rate? Seminar Workbook (Client Copy)
Included are:
- What’$ Your Rate? Seminar Workbook Master Copy (Follows the book ‘What’$ Your Rate?’)
What'$ Your Rate? Client Information Package:
- Spreadsheets
- Forms to start Process: (Applications, Forms, and Questionnaires)
- Financing Articles For Information Package
THE FIRST TIME HOMEBUYER TOOLKIT:
Here are the tools and extras that you receive:
- All the How To's
- Financial tools to get you ready for the process
- A full assessment to test your knowledge
- & we help you meet a team you can trust to guide you.
& MUCH MORE!!!