COURSE TRAINING VIDEOS: TABLE OF CONTENTS FOR ALL PRODUCTS

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.

Module #4 -THE LOAN CONSULTATION:

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

Module #5 -READY FOR PRE-APPROVAL:

Issuing REAL pre-approvals
Endorsing your Referral partners
The Importance of maintaining contact

Module #6 -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)

Module #7 -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

Module #8 -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

Module #9 -PROPERTY & CASUALTY CROSS SELL:

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

Module #10 -THE LOAN IS APPROVED:

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

Module #11 -THE MID-PROCESS SURVEY:

3 Great Reasons to Conduct a Mid-Process Survey

Module #12 - 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?)

Module #13- 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

Module #14 -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

Module #15 -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

The Core7 Financial Advisor

1) FINANCIAL PROFESSIONAL OVERVIEW:

2) 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)

3) 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

4) 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

5) 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

6) 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

7) 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

8) SCHEDULE THE CORE7 ACTION PLAN REVIEW:

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

9) 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

10) REVIEWING PRODUCTS:

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

11) 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

12) THE CORE7 RELATIONSHIP BUILDER:

All the key Information needed to build your database
This working document that will deepen your relationships with your clients.

The First Time Homebuyers Toolkit

Introduction

E-Book: How To Buy A Home & Secure Your Financial Future At The Same Time

Real Estate & Financial Tools

Forms & Information

Build your Real Estate & Financial Team

Awesome Loan Officer & Realtor Partnerships

Introduction To The Partnership

3 Key Principles That Our Partnership Is Built On

The Process

Pre-Approval VS Pre-Qualification

Gathering Documentation

The Strategy Call

The Questions To Ask a Lender As a Listing Agent

How Realtors & Loan Officer Work With Financial Advisors

How PARTNERS Handle Hurdles, Extensions, and Bad News

3 Lender Actions That Make All The Difference

Advice to a New Loan Officer & a New Realtor

Realtor Tools

Lender Tools

Invite Other Pros To Join Your Core7 Roladex

LINK TO SEND FOR PROS TO OPT IN

How to be a great Core7 Roladex Member (For NON CORE7 PROS)

Core7 Employee Home Benefit- Corporate Lunch & Learn

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

Table Of Contents For all Products

Core7 Real Estate Agent

The First Time Homebuyers Toolkit

Core7 Employee Home Benefit- Corporate Lunch & Learn

Two Step