CORE7 NETWORKING GROUPS
MORTGAGE JUMPSTART
Day #1: Start With The Right Business Mindset
Day #2:Building Your Database
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.
Day #9: How Much Do You Want To Learn? And How Many Closings Do You Need?
Day #10: Choosing A Closing Attorney Or Escrow Officer
Day #11: Partner Prospecting Interviews
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
Day #17: Creating Your Introduction Letter For Prospecting
Day #19: Start A Core7 Mastermind Group
Day #20: Find A Credit Repair Expert
Day #21: Create Your Daily Schedule
CORPORATE LUNCH & LEARNS
MARKETING
LUNCH & LEARN - Team Services Discount
LUNCH & LEARN - REALTOR- Existing Client Benefit Package
LUNCH & LEARN - Rate Watch
LUNCH & LEARN - Pre-Approval
LUNCH & LEARN - Overview
LUNCH & LEARN - Existing Client Mortgage Benefits
LUNCH & LEARN - Legal Services Discount
LUNCH & LEARN - Corporate Mortgage Benefit
LUNCH & LEARN - Corporate Mortgage Benefit Marketing Flyer
LUNCH & LEARN - Corporate Mortgage Benefit Flyer
LUNCH & LEARN - Corporate Mortgage Benefit Flyer
LUNCH & LEARN - Feedback Form
LUNCH & LEARN - H.R Email
LUNCH & LEARN - Client Permission Email
LUNCH & LEARN - Attorney Flyer
RESOURCE- Sample Lunch & Learn Seminar
THE CORE7 MORTGAGE ORIGINATOR
Mortgage Module #1
Checklist - Mortgage Module #1
Core7 Loan Application
Core7 Loan Application that Populates
Mortgage Planning Questionnaire
Mortgage Planning Questionnaire that Populates
SCRIPT TO SCHEDULE THE LOAN CONSULTATION/EXPLAIN THE PROCESS
SCRIPT TO SCHEDULE THE LOAN CONSULTATION/ENDORSE REFERRAL SOURCE
SCRIPT TO SCHEDULE THE LOAN CONSULTATION/EMAIL QUESTIONNAIRE
SCRIPT-Schedule loan consult. -client hasn't decided to work w/Referral Source
Referral Partner Presentation
Referral Partner Presentation Financial Advisor
Realtor Partner Presentation Overview
Financial Advisor Presentation Overview
Do's & Don'ts When Obtaining A Mortgage
Documentation Checklist
Email to schedule the Loan Consultation for a Purchase/Request docs
Email to schedule the Loan Consultation for a Refinance/Request docs
Email- referral partner endorsement if client has not committed to working w/them
Email To Endorse A Referral Partner
Mortgage Module #2
Checklist - Mortgage Module #2
Loan Application
Core7 Loan Application that Populates
Mortgage Planning Questionnaire
Mortgage Planning Questionnaire that Populates
Documentation Checklist
Script requesting documentation for a refinance
Script for handling pushback when requesting documentation
Do's & Don'ts When Obtaining A Mortgage
Mortgage Module #3
Checklist - Mortgage Module #3
Loan Application
Core7 Loan Application that Populates
Mortgage Planning Questionnaire
Mortgage Planning Questionnaire that Populates
Script to reschedule when Docs Not in
Script to refer realtor for an Equity Assessment
Script to refer Financial Advisor (Retirement)
Script to a client w/out a Financial Advisor
Script-Financial Advisor received a low rating
Script-Financial Advisor received a high rating
What Makes Us Different
Resource- NPNC Refinance- Why do I need $ to close?
Lunch & Learn Presentation
Closing Costs Needed
LUNCH & LEARN- Team Services Discount
Documentation Checklist
LUNCH & LEARN- Realtor Existing Client Benefit
LUNCH & LEARN- Rate Watch
LUNCH & LEARN- Pre-Approval Flyer
LUNCH & LEARN- Existing Client Mortgage Benefits
LUNCH & LEARN- Legal Services Discount
LUNCH & LEARN- Corporate Mortgage Discount Program
LUNCH & LEARN- Why you want a Mortgage Discount Program
LUNCH & LEARN- Mortgage Discount Program Flyer
LUNCH & LEARN- Mortgage Discount Program Flyer #2
LUNCH & LEARN- Feedback Form
LUNCH & LEARN- H.R E-mail
LUNCH & LEARN- Client permission E-mail
LUNCH & LEARN- Corporate Benefits Flyer
LUNCH & LEARN- Attorney/Escrow Officer Flyer
LUNCH & LEARN- Tri-Fold Flyer
FLYER- Lunch & Learn Presentation
FLYER- Lunch & Learn Presentation #2
Email that goes with What Makes Us Different
Email- P&C Full Coverage Review
Email- P&C Follow up Email
Email- P&C Cross-Sell Refinance
Email- P&C Cross-Sell Purchase
Email- RE: Large Deposit
Email- RE: Closing Costs
Email follow Up if no contact re: Cash Flow Analysis
Email RE: NPNC Refinance
Email RE: Client possibly needing to increase Insurance
Email RE: Realtor Equity Assessment
Email RE: Financial Advisor Referral
Email RE: Financial Advisor Referral to client who has no F.A
Email RE: Financial Advisor Referral to client who received a low rating
Email RE: Financial Advisor Referral to client who received a high rating
Email RE: Financial Advisor Referral (COMPROMISE)
Email RE: Financial Advisor Closing Referral (Earlier)
Email RE: Financial Advisor Closing Cross-Sell Referral
Email RE: Financial Advisor Closing Referral (Client has an advisor)
Email RE: Financial Advisor Cash-Flow Cross Sell
LUNCH & LEARN- Corporate Mortgage Benefit Program (Overview)
Closing Cost Buckets
Estimated Closing Costs breakdown
Mortgage Module #4
Script-Cash Flow Analysis Cross-Sell
Probing questions
Pre-Approval letter
Mortgage Qualifying Worksheet
Email w/Pre-Approval Letter
Pre-Aproval email sent if client has not committed to working w/Referral source
Checklist - Mortgage Module #4
Mortgage Module #5
Checklist - Mortgage Module #5
SCRIPT- To schedule review of options
Script-Client wants to shop
SCRIPT- .125% policy
Full Consultation
Do's & Don'ts When Obtaining A Mortgage
Disclosure Package Doc
.125% Policy
Property Information Sheet
Email- Application submitted to process
EMAIL- Team introduction
EMAIL- Locking In/Interest Rates
Rate Movement Article
Mortgage Module #6
Checklist - Mortgage Module #6
Pre- Qualification Letter
Pre-Approval letter
Loan Qualification Worksheet
EMAIL- w/Pre-Qualification
Pre-Qualification if client has not committed to working w/Referral Source
EMAIL- w/Pre-Approval
Pre-Approval email sent when client has not selected the referral source
Mortgage Module #7
Checklist - Mortgage Module #7
SCRIPT- Re-Consultation Agenda
SCRIPT- Permission to review financial team
SCRIPT- Interest rate example
Script for handling client pushback when referring
Script for handling client pushback when referring (No ADVISOR)
Script F.A Cross-sell (No ADVISOR)
Script F.A Cross-sell (Advisor Received Low rating)
Script F.A Cross-sell (Advisor Received High rating)
Rate Movement Article
EMAIL- To Schedule Rate Lock Strategy Discussion
EMAIL- Closing cross-sell refi (re-Allocate)
EMAIL- Lock Specialist introduction
EMAIL- No Reply Follow Up
EMAIL- F.A Referral (no advisor)
EMAIL- F.A Referral (advisor received low rating)
EMAIL- F.A Referral (advisor received high rating)
EMAIL- F.A Referral (to client In-process)
Email RE: Financial Advisor Closing Cross-Sell Referral (w/Total Cost Analysis)
Email RE: Financial Advisor Closing Cross-Sell Referral (Client has F.A)
Mortgage Module #8
Checklist - Mortgage Module #8
Rate Confirmation Email
Loan Program confirmation email
FINANCIAL PROFESSIONAL MODULE #1.
What's Your Rate? E-Book
FINANCIAL PROFESSIONAL MODULE #2.
CHECKLIST - Financial Professional Module #2
Script to segue in discussing the Wealth Strategy Analysis (W.S.A)
Script- W.S.A is declined
Script to schedule Cash-Flow Analysis
CHECKLIST - Financial Professional Module #2
Script- Permission to follow up
Script to request permission to send the Wealth Strategy Analysis (W.S.A)
Script when the Cash-Flow Analysis is not returned
Email follow-up to the Lender's Closing Cross Sell
Email follow-up to the Lender's Referral
Email follow-up by the Lender if there is NO RESPONSE
Core7 Cash-Flow Analysis
FINANCIAL PROFESSIONAL MODULE #3.
CHECKLIST - Financial Professional Module #3
SCRIPT RE: Vacation Spending
SCRIPT RE: Personal Spending
SCRIPT RE: Entertainment Spending
Do's & Don'ts When Obtaining A Mortgage
Core7 Cash-Flow Analysis
CHECKLIST - Financial Professional Module #3
FINANCIAL PROFESSIONAL MODULE #4
Core RVQ
CHECKLIST - Financial Professional Module #4
SCRIPT RE: Relationship Visualization Question example to guide the client
SCRIPT to ask the Relationship Visualization Question
Core7 Relationship Visualization Question (R.V.Q)
FINANCIAL PROFESSIONAL MODULE #5.
FINANCIAL PROFESSIONAL MODULE #5.
Core7 RVQ and TOA
Core7 TOA
CHECKLIST - Financial Professional Module #5
SCRIPT to ask questions on The T.O.A (Threats, Opportunities, & Advantages)
Script to acknowledge frustration
Core7 T.O.A (Threats, Opportunities, & Advantages Document)
Core7 RVQ and TOA
Core7 TOA
CHECKLIST - Financial Professional Module #5
SCRIPT to ask questions on The T.O.A (Threats, Opportunities, & Advantages)
Script to acknowledge frustration
Core7 T.O.A (Threats, Opportunities, & Advantages Document)
FINANCIAL PROFESSIONAL MODULE #6
Core7 Wealth Strategy Analysis WSA
SCRIPT: CORE7 WSA PREPARATION
SCRIPT: RENTAL INCOME REALTOR CROSS SELL
CORE7 REFERRAL SCRIPT WHEN A CLIENT DOES NOT HAVE AN ADVISOR
SCRIPT: LUNCH & LEARN CROSS SELL
SCRIPT: LOAN RESTRUCTURING EQUITY REVIEW REALTOR CROSS SELL
SCRIPT TO INTRODUCE THE WEALTH STRATEGY ANALYSIS (W.S.A)
SCRIPT: INFREQUENT CONTACT ADVISOR REFERRAL
SCRIPT: INFREQUENT CONTACT ADVISOR REFERRAL
SCRIPT: GOOD RELATIONSHIP ADVISOR NETWORKING
SCRIPT: GOOD RATE LENDER CROSS SELL
SCRIPT: EQUITY ANALYSIS REALTOR CROSS SELL
SCRIPT: POOR RELATIONSHIP ADVISOR REFERRAL
CORE7 WEALTH STRATEGY ANALYSIS (W.S.A)
CHECKLIST - Financial Professional Module #6
FINANCIAL PROFESSIONAL MODULE #7.
Core7 Action Letter
Core7 Action Worksheet
CHECKLIST - Financial Professional Module #7
Core7 Action Worksheet
Core7 Action Worksheet & Letter
Core7 Action Letter
FINANCIAL PROFESSIONAL MODULE #8.
Core7 Action Letter
Core7 Action Worksheet
CHECKLIST - Financial Professional Module #8
Email to schedule the Action Plan
Core7 Action Worksheet
Core7 Action Letter
FINANCIAL PROFESSIONAL MODULE #9.
Script to introduce the Quarterly Financial Review (Q.F.R)
CHECKLIST - Financial Professional Module #9
FINANCIAL PROFESSIONAL MODULE #10.
CHECKLIST - Financial Professional Module #10
FINANCIAL PROFESSIONAL MODULE #11
CORE7 WEALTH STRATEGY ANALYSIS (W.S.A)
CHECKLIST - Financial Professional Module #11
SCRIPT- Mortgage Management Cross Sell
CORE7 WEALTH STRATEGY ANALYSIS (W.S.A)
CORE7 Cash-Flow Analysis
FINANCIAL PROFESSIONAL MODULE #12.
THE CORE7 RELATIONSHIP BUILDER
CHECKLIST - Financial Professional Module #12
THE CORE7 RELATIONSHIP BUILDER
THE CORE7 REAL ESTATE AGENT
Realtor Module #1
Email to send with Buyer Questionnaire
Core7 Realtor Home Buying Checklist
Core7 Realtor Buyer Questionnaire
Core7 Realtor Seller Questionnaire
Realtor Scripting
Realtor Module #2
Email to send with Buyer Questionnaire
Core7 Realtor Home Buyer Questionnaire
Core7 Realtor Home Seller Questionnaire
Core7 Realtor Home Buying Checklist
Home Buying Checklist 2
Realtor Module #4
Core7 Realtor Home Buyer Power point Presentation
Realtor Module #5
REALTOR- Primary & Secondary Referral Target Scripts
Realtor Module #6
Core7 Realtor Showings & Guidelines
Realtor Module #7
Offer Cover Letter
Realtor Module #8
Core7 Realtor Transaction Sheet
Realtor Module #12
Email - Walkthrough & Closing Reminders
Core7 Realtor Walk Through
Realtor Module #15
Core7 Realtor Equity Review
CHEF'S TABLE MODULE
Chef's Table Checklist
For Realtors who want all the granular details of how they should do an inspection, walkthrough, etc. These are the details from Chuck Silverston, a Core7 real estate agent who is averages over 50 closings a year.
Core7 Realtor Showings & Guidelines
Core7 Realtor Inspection
Core7 Realtor Walk Through
The Core7 Relationship Builder
Core7 Relationship Builder
Loan Officer/Financial Advisor Partnerships
Module #5: Prospecting For Financial Advisors
Financial Advisor Prospecting Letter/Email
Financial Advisor Prospecting Follow Up Email
Financial Advisor Prospecting No Response Email
Financial Advisor Prospecting: Client gives FA a High Rating
Financial Advisor Prospecting Email during the loan process
Financial Advisor Prospecting Script: Client gives FA a High Rating
Module #7: Interviewing The Financial Advisor (Questionnaire Included)
Financial Advisor Presentation & Questionnaire Overview
Financial Advisor Questionnaire & Presentation
Module #8: The Unique Loan Officer Presentation That Financial Advisors Will Love
Mortgage Planning Questionnaire #1
Mortgage Planning Questionnaire #2
Module #9: The Mortgage Review & The 2 Magic Questions To Generate Referrals
Mortgage Review
Mortgage Review Request
Mortgage Review Introduction
Why Reverse Mortgage Are An Essential Tool In A Clients Overall Financial Plan Pt #1
3 Bucket PDF
Reverse Mortgage Financial Advisor Presentation
3 Bucket Presentation for Financial Advisors
Bucket Sheet
Module #3: The Process
Chuck's Buyer Questionnaire
Chuck's Powerpoint Presentation w/Training Video (This can be branded as your own)
Module #7: The Questions To Ask a Lender As a Listing Agent
Core7 Seller Questionnaire
The First Time Homebuyers Toolkit
Module #1: E-Book: How To Buy A Home & Secure Your Financial Future At The Same Time
Balance Sheet
Profit & Loss
Net Proceeds Worksheet
Investment Property Analysis
FORMS & INFORMATION
What's Your Rate? Step By Step Process
Loan Application
What isn't covered by your Homeowners Insurance
Mortgage Planning Questionnaire
Hand Out: Rate Movement
FAQ's About Mortgages
Documentation Checklist
Do's & Don'ts
Buyer Questionnaire
Basics Of Title Insurance
Module #1: First Steps When Looking To Buy
Home Buyer Questionnaire
Module #2: Making An Offer
Home Buyer Checklist
Module #5: The Mortgage Process
What Makes Interest Rates Move?
How Much Are The Closing Costs
The Do's & Don'ts When Applying For A Mortgage
Documentation Checklist
Mortgage Planning
Questionnaire
Mortgage Application
Module #6: The Next Steps After An Accepted Offer
Closing Cost Breakdown
Module #8: Value After The Closing
Relationship Builder
Module #9: First Steps When Selling A Property
Home Seller Questionnaire
Net Proceeds Worksheet
Interview with a Core7 Estate Planning Attorney: The top Estate Planning tips that a First Time Homebuyer needs to consider.
Estate Planning Questionnaire
Interview with a Core7 Financial Advisor: The top Financial Planning tips that a First Time Homebuyer needs to consider.
Wealth Strategy Analysis: Fact Finder
Financial Fact Finder: Business Owner Specific
Interview With A Core7 Accountant: The top Tax Planning tips that a First Time Homebuyer needs to consider.
Tax Planning Questionnaire
Interview with a Core7 Property & Casualty Insurance Agent
P&C Insurance Client Questionnaire
