Savage Insights

CASE STUDY STRATEGY ALERT: Listen to How Chik Quintans Turned 1 Loan Into 3, Just Last Week

Chik Quintans has built a successful mortgage practice over 11 years by offering services that his competition can’t duplicate. This Case Study Strategy Alert is full of unique ideas that separates Chik from the competition in the marketplace, including his “Client Priority Needs Analysis” and “BlueSky” review program.

In fact, recently, Chik was able to turn one loan into three using his unique sales process, presentations and tools. Hear how on this latest Strategy Alert Case Study call.

To listen to the Strategy Alert call for this case study:

or you can grab the 20Mb file here

Be sure to open Chik’s PDF and follow along while you’re listening to the call:

To view Chick Quintans’ Client Priority Needs Analysis form:
http://www.leveragestrategies.com/xSites/Mortgage/boston/Content/UploadedFiles/LS.UP.ClientPriorityNeedsAnalysis.pdf

To learn more about Chik’s BlueSky system:
http://www.leveragestrategies.com/TheLoanProcessBluesky

To check out Chik’s website:
http://www.leveragestrategies.com

To contact Chik:
chik@leveragestrategies.com

STRATEGY ALERT With Stewart Hunter: How and Why “Defined Values” Can Give You a Competitive Advantage

Stewart Hunter of Benchmark Mortgage (Dallas, TX) is a 14-year veteran of the mortgage industry. He has over 260 branches and 300-plus Mortgage Coach-driven loan officers. In total, Benchmark has 61,824 mortgages under management, and averages 700 to 1,000 loans per month of about $193,000 each.

Stewart is a mentor to many loan officers on a daily basis and has great insight on what he feels is necessary in this marketplace to be successful.

His strategy is centered around five “defined values”. In this brief Strategy Alert, you’ll hear Stewart talk about how these values have not only shielded his business from the perils of today’s down market but, as he says, “money is chasing us”.

“Having defined values is the ultimate separator for our loan officers,” he says.  “When people know you by what you stand for, that transfer of trust is easy. You will be able to make a lot of money, and they’ll want you to because they believe in you.”

To hear more on these and other inspirational insights from Stewart Hunter, follow the links below

or you can grab the 20Mb file here

Sometimes CHANGE Is Required!

Rene Rodriguez can help.

As soon as I met Rene, I knew that I had to introduce him to Mortgage Coach users. A faculty member of Loan Toolbox, he is an amazing leader, but he doesn’t come from a mortgage industry background — he’s a change agent.

More specifically, Rene is a change management consultant. For the past 12 years, he has been working with companies of all sizes, including firms as large as Microsoft and Coca-Cola, to help them manage change.

Nowhere is there more change today than in the mortgage industry. Since 2006, at least 36% of the marketplace — that’s 200,000 loan officers — have left the industry. And that defection is continuing to move at a pace of 3-5% every month. Yet, at the same time, sales are only down 3%, so there is much business to be had and many fewer loan officers going after that business. The point: things are not as bad as they look, so stop worrying.

I recorded this call with Rene to help Mortgage Coach users manage the change going on around them to their advantage and to help any LOs who might have a negative attitude or fear about the current marketplace to be able to turn that negative emotion — which pushes customers away — into positive energy.

In this call, Rene:
• Offers three steps for turning a negative attitude into a positive one.
• Dispels the myth that we’re not in control of our emotions and shows how to use our emotions to our positive advantage.
• Discusses how to overcome the paradox of technology (resulting in how to use Mortgage Coach better).
• Reveals his 6 money-making strategies for sales success. 

Today’s marketplace represents a tremendous opportunity to those who not only embrace CHANGE but for those who capitalize on CHANGE.

Take a few minutes out of your day to listen to this call, and play it for your team at your next sales meeting – the more people on your team who embrace Rene’s message, the faster you will take advantage of today’s opportunities.

Listen to the interview with Rene here:

or you can grab the 30Mb file here