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Jim Enright

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.

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