WATCH THIS 3-MINUTE JIM MCMAHAN VIDEO:Jim Turns Price Into Advice in Just 60 Seconds
How long do you think it would take you to create a Total Cost Analysis report? What if I said you could do it in 60 seconds? You can, and I can prove it.
In the attached 3-minute video, Jim McMahan shows how quickly and easily you can start giving mortgage planning advice and turning a conversation around from short-term rates to long-term value.
Take a couple of quick minutes out of your day — and your sales team’s day — to see how quickly and easily Jim populates the columns with basic information — a 30 year fixed, an option ARM and a 5 year, arrives at freedom points and begins dollarizing the difference.
The point: mortgage planning does not take years of practice and experience. Within 60 seconds of your phone ringing, and while you are on the first call, you can be changing someone’s life. Then, you can email the TCA to them while you’re on the phone so you can both be looking at it together.
It’s that easy, and everyone wins:
- The homeowner wins because now they can make a truly informed decision and achieve their overall financial goals as opposed to simply owning a home.
- The mortgage professional wins because now they have a competitive advantage against other transaction-focused originators;
- And mortgage planners keep winning because they get more refererrals and repeat business from the customers for whom they have helped achieve their long-term goals and gained their trust.
Check out this video today and start winning more.
http://www.mortgagecoach.com/_flashpaper/?report=/learning_center/video/mcmahan_quick


Hi Dave and Jim -
I see the value of the predefined loan templates.
Some Mortgage Coach users (as an alternative to describing on the phone, printing to a pdf, emailing, waiting for the client to receive pdf, and then review the TCA) would ask at the beginning of the conversation "Do you have access to the internet now? Please type in your browser meetjim.com."
The client then joins a Virtual Mortgage Meeting. They see the TCA (and LO) almost like they were sitting across the desk.
Any changes or "what if's" are made in real time, as the client watches. Conversation flow and momentum is maintained, rather than interrupted.
The virtual presentation speeds understanding, improves the clients experience, shortens the sales cycle, and set's the LO apart again from any competitors.
For phone presentations, it's like having your prospect sitting across your desk. It brings the power of the Mortgage Coach right to their PC and eyes.
Posted by: Jim Enright | May 14, 2007 at 04:57 PM