You receive all current and future Core7 Courses, Ebooks, & Materials:

• How To Create a Core7 Networking Group: (The Masterclass, Resource Center, and all the Core7 Networking Group Tools (SCRIPTS, QUESTIONNAIRES, WORKBOOKS, 1 on 1 PARTNERSHIP PLANNING WORKSHEETS, THE QUARTERLY FINANCIAL REVIEW, PRIVATE FACEBOOK GROUP (Only for Real Estate Mortgage, Tax, Insurance, & Financial Pros), THE RECRUITING PACKAGE & MUCH MORE
• The 30-Day Mortgage Jumpstart: 

  This module 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

• Awesome Loan Officer & Financial Advisor Partnerships: 

LESSON #1: How these partnerships typically work

LESSON #2: The hurdles and the benefits of the Partnership

LESSON #3: How to prospect for Financial Advisors (Scripts, Emails, & Letters included)

LESSON #4: Interviewing the Financial Advisor (Questionnaire Included)

LESSON #5: The Unique Meeting Presentation (templates, emails, forms, etc. included)

LESSON #6: The Mortgage Review and the 2 questions to generate outgoing referrals

LESSON #7: How clients benefit the most: full team collaborating on their behalf.

LESSON #8: How Financial Advisors can be a Loan Officer's secret weapon in adding value to Realtor partners

LESSON #9: The 4 Realtor Referral Opportunities for a Financial Advisor (All scripts and emails included)

LESSON #10: The best way for Advisors and Loan Officers to help each other (introductions to other professionals)

• Awesome Realtor & Loan Officer Partnerships: 

LESSON #1: How these partnerships typically work

LESSON #2:The hurdles and the benefits of the Partnership

LESSON #3:How to prospect for Realtors (Scripts, Emails, & Letters included)

LESSON #4: Interviewing the Realtor (Questionnaire Included)

LESSON #5: The Unique Meeting Presentation (templates, emails, forms, etc. included)

LESSON #6: The Mortgage Review and the 2 questions to generate outgoing referrals

LESSON #7: How clients benefit the most: full team collaborating on their behalf.

LESSON #8: How Financial Advisors can be a Loan Officer's secret weapon in adding value to Realtor partners

LESSON #9: The 4 Realtor Referral Opportunities for a Financial Advisor (All scripts and emails included)

LESSON #10: The best way for Realtors and Loan Officers to help each other (introductions to other professionals)

• The Core7 Mortgage Originator System: 

  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:

  1. Scheduling the Loan Consultation
  2. Delivery and Explanation of the Pre-Consultation Worksheets

  THE PRE-CONSULTATION WORKSHEETS:

  1. Review of all forms sent to the client
  2. Handling Client Pushback  

  REVIEWING THE DOCUMENTS: (The next 3 Modules cover this topic. PART 1,2,3)

  1. An In-depth review of the Pre-Consultation Worksheets
  2. A review of each question in detail with possible responses to each. (What to look for and why?)
  3. How to use the information to prepare for The Loan Consultation.

  THE LOAN CONSULTATION:

  1. A step by step example of a Loan Consultation
  2. A Unique Prospecting Method
  3. All scripting, emails, cross-selling, and referral generation

  READY FOR PRE-APPROVAL:

  1. Issuing REAL pre-approvals
  2. Endorsing your Referral partners
  3. The Importance of maintaining contact

  ACCEPTED OFFER:

  1. First steps when a client's offer is accepted
  2. How to get a commitment to move forward
  3. Dealing with Rate Shoppers (The .125% Policy/Agreement)

  THE RE-CONSULTATION: (after accepted offer & borrower commitment to the process):

  1. Educating the client about Interest Rates and Rate Movement
  2. Scripting for Referral/Cross-Selling and Prospecting activities
  3. Creating a LOCK STRATEGY with your client

   LOCKING STRATEGY: 

  1. Steps to create a Locking Strategy
  2. Addressing the Total Cost Analysis and Interest Rate Concerns
  3. The Rate Lock Confirmation
  4. The Loan Program Confirmation

  PROPERTY & CASUALTY CROSS SELL:

  1. Referring the P&C Agent (EASY)
  2. The Umbrella Policy
  3. Financial Advisor Cross-Sell/Referrals
  4. Company/Corporate Benefit Cross-Selling

   THE LOAN IS APPROVED:

  1. Business Building and Cross-Selling steps you can take when the loan is approved

  THE MID-PROCESS SURVEY:

  1. 3 Great Reasons to Conduct a Mid-Process Survey

   COMMUNICATION & OPERATIONAL LETTERS: 

  1. 7-10 Day Update Template
  2. Rate Lock Reminder
  3. 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: 

  1. Mortgage Originator referrals to the Financial Advisor at Closing
  2. Real Estate Attorney/Escrow Officer referrals to the Financial Advisor at Closing
  3. Refinance Referrals to the Financial Advisor using Mortgage Coach and The Total Cost Analysis
  4. The "Mortgage Protection" Cross sell referral

  AFTER CLOSING FOLLOW-UP MARKETING:

  1. 3 & 6 Month Realtor Endorsement Emails (BCC Realtor)
  2. Birthday Follow-Up
  3. 1 - 3 Month Referral from Mortgage Planning Analysis Follow-Up
  4. Tax Time Business Owner Cross-Sell

  THE MORTGAGE REVIEW:

  1. 4 Questions that generate consistent referrals
  2. How Mortgage Originators generate unlimited outgoing referrals to Realtors & Financial Advisors
  3. The Referral Generator
  4. The Refinance Referral- Using The Equity Assessment 

  BONUSES:

  1. Real Estate Attorney/Escrow Officer Closing Package
  2. In-Process Copy & Paste Emails for Real Estate Attorneys & Escrow Officers to communicate and assist clients during the Home Buying Process.
  3. 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.)

• The Core7 Realtor System: 

  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:

  1. Scheduling the appointment
  2. Sending the Buyer questionnaire
  3. Thanking the Referral Source

  THE BUYER QUESTIONNAIRE IS RECEIVED: (The next 3 Modules cover this topic. PART 1,2,3)

  1. An in-depth look at the Buyer Questionnaire
  2. A review of each question in detail with possible responses to each
  3. How the information fits into your preparation for The Buyers Meeting 

  PRE-MEETING DATA ANALYSIS:

  1. Using information from the Buyer Questionnaire
  2. Steps to prepare for the Buyer Meeting 

  THE BUYER MEETING:

  1. An Example/Role Play of a Buyer Meeting using The 6-Step Buyer Meeting Process
  2. Using The Core7 Realtor Powerpoint Presentation (Located below- Be sure to edit and customize)

  A CLOSER LOOK AT REFERRALS:

  1. The Why & How of making Referrals
  2. How to respond if a buyer is already working with a Lender/Mortgage Originator
  3. 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:

  1. Pre-Qualification/Pre-Approval Strategy
  2. Mortgage Contingencies
  3. Buyer Preparation

  ACCEPTED OFFER:

  1. Steps when an offer is accepted
  2. Coaching, Managing Expectations, and Buyer's Remorse
  3. Making Referrals
  4. Preparing The Core7 Realtor Transaction Sheet/Set-Up Sheet

  NEGOTIATING THE PURCHASE & SALE:

  1. Steps after the offer is accepted
  2. The Importance of communication with your Core7 Partners at this point

  REVIEWING THE COMMITMENT LETTER:

  1. Process of reviewing the Commitment Letter
  2. How to handle Extensions. Scripting and Timing.

   CLEAR TO CLOSE:

  1. Review of Final Preparations
  2. 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:

  1. How The Core7 System applies to The Closing

  POST CLOSING:

  1. The Core7 System for staying in touch with clients and maintaining the relationship
  2. The Top 5 Post Closing Referrals a Realtor can make
  3. Cross-Sell Scripting and Copy & Paste Emails

   THE ANNUAL EQUITY REVIEW:

  1. 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 Advisor 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:

  1. Steps for handling referrals during the mortgage loan process
  2. Referral scripting and value opportunities. Including The Cash Flow Analysis and The Relationship Visualization Question (R.V.Q) 

  THE CORE7 CASH FLOW ANALYSIS:

  1. How to conduct a Cash Flow Analysis during the mortgage loan process
  2. Key aspects to focus on to assist your Core7 Partner

  DIRECT REFERRALS:

  1. Working with a client AFTER the close of a mortgage loan, or when referred directly
  2. Value Creation: Leadership, Relationship, Creativity
  3. Relationship Visualization Question (R.V.Q) Scripting

  THE CORE7 T.O.A REVIEW:

  1. Next steps after the R.V.Q (Relationship Visualization Question)
  2. How to organize the input and information from your client using The T.O.A (Threats, Opportunities, & Advantages Tool)
  3. Creating the foundation for the Action Plan

  THE CORE7 WEALTH STRATEGY ANALYSIS (W.S.A):

  1. Step by Step review using the Wealth Strategy Analysis. Including scripting to introduce your Core7 System, your Core7 Team, and your unique process
  2. This module reviews each question in detail with possible responses to each

  THE CORE7 ACTION PLAN:

  1. 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
  2. Tools to create a Strategic Action Plan: The Action Worksheet & The Action Letter to present the information
  3. Step by Step review of each document with scripting 

  SCHEDULE THE CORE7 ACTION PLAN REVIEW:

  1. Scripting and Emails to assist in making the appointment to review the Core7 Action Plan

  REVIEWING THE CORE7 ACTION PLAN:

  1. How to review the Action Plan
  2. Conveying your value and asking for the business
  3. Introducing your Quarterly Financial Review (Q.F.R)
  4. Implementing Financial products

  REVIEWING PRODUCTS:

  1. Implementing the products in the Core7 Action Plan
  2. Scheduling your Quarterly Financial Review (Q.F.A)
  3. Set Financial Goals

  CORE7 QUARTERLY FINANCIAL REVIEW:

  1. Step by Step review of The Quarterly Financial Review (Q.F.R) and it's overall benefit to the client
  2. Why you should be a FEE BASED Financial Advisor
  3. The Quarterly Financial Review (Q.F.R) is the foundation and Unique Selling Proposition of The Core7 Financial Professional Process

  THE CORE7 RELATIONSHIP BUILDER:

  1. All the key Information needed to build your database
  2. 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.) 

• Employee Workplace Solutions: 

  What's included:

   Continuing Education Package:

  1. Letter to Continuing Education Director
  2. Seminar proposal
  3. First steps to purchasing a home and creating a secure financial team at the same time 
  4. 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: 

  Purchase The First Time Homebuyer Toolkit & Buy Your Home The Right Way.

  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.