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Loan Officer's Practical Guide to Marketing

Loan Officer's Practical Guide to Marketing
Author: Thomas A. Morgan
Publisher: Createspace Independent Publishing Platform
Total Pages: 154
Release: 2014-10-28
Genre:
ISBN: 9781503014565
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The Loan Officer's Practical Guide to Selling and Marketing Mortgage Services - Developing a Loan Officer Marketing Plan You know how to make a mortgage loan, but how do you go to originate one? This product teaches you how to understand the needs of your customer or referral source - and then solve them. For each situation, there are materials and tools for addressing solutions. The reader learns the basic job of a loan officer from the sales perspective. Understand how to source loans from: Real Estate Agents Home Builders Property Managers Financial Planners Investment Advisers Accountants Attorneys Understanding the primary sources for business, the new originator is initiated into the process of identifying a territory and the markets within that territory. A workbook assists in the planning of strategy. Tools, letters, presentations, flyers, and other resources are provided to help work these sources. Other marketing tools include Open House Spreadsheets in Excel, Rate sheets, Application Kits, Forms for Complete Applications, Marketing and Promotional Materials, Product Discussion Sheet, Customize-able Marketing Letters to Realtors, Builders, Accountants and Financial Advisers. Similar, but less robust, products are sold for nearly 5 times the cost. All of our products are designed to give the highest possible value.

The Loan Officer's Practical Guide to Marketing

The Loan Officer's Practical Guide to Marketing
Author: Thomas Morgan
Publisher:
Total Pages: 109
Release: 2004
Genre:
ISBN: 9780971820517
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A complement to the Loan Officer's Practical Guide to Residential Finance - you know how to make a mortgage loan, how do you go to get one? This product teaches you how to understand the needs of your customer or referral source - then solve them. For each situation, there are materials and tools for addressing solutions. The reader learns the basic job of a loan officer from the sales perspective. Understanding the primary sources for business, the new lender is initiated into the process of identifying a territory and the markets within that territory. Based on this analysis the loan officer proceeds to learn how to market to referral sources - real estate agents, homebuilders, attorneys, financial planners/accountants, and other lenders as well as a multitude of sources we call secondary referral sources. Each business source requires it's own approach and a campaign for each referral source type is identified, including sample letters ready to use in Word. Mail Merge instructions are included to help the loan officer create their own individualized, custom mass-mailings.

Loan Officer's Practical Guide to Residential Finance 2014

Loan Officer's Practical Guide to Residential Finance 2014
Author: Thomas A. Morgan
Publisher:
Total Pages: 0
Release: 2014-06-26
Genre: Housing
ISBN: 9781500328825
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This is the Updated 2014 Edition of the first book in the "Practical Guide" series for the mortgage industry. The May 2014 Version has been updated to meet the requirements of the SAFE Act, CFPB, Dodd-Frank and many other changes. We have also made many of the changes recommended by Amazon readers and reviewers. With all of the changes in the industry, keeping this product up-to-date is a full time job.The book covers all of the vocational skills required of the loan originator, but also includes all Federal law, ethics, predatory lending and fraud components required by the Federal SAFE loan originator licensing Act of 2008.Published since 1992, and updated annually, this 390 page textbook was written as an answer to the "sink-or-swim" training methods of many mortgage firms. The format is designed to give the newly initiated loan officer/agent, lender, processor, or other initiate the practical information they need to do the loan officer's job.The reader learns how to understand rate and point quotes, how to use a financial calculator, how to make basic computations customers require, how to understand loan programs and compare product features. The student progresses through understanding loan specifications - Conventional Conforming, Jumbo, FHA/VA and Sub-Prime program guidelines - to a practical understanding of ratios, income, assets and closing costs, debts and credit history. This is then placed in the context of the loan application - how to collect all the required documents and disclosures and supervise a loan from application to closing. Beyond the basics, students learn how to finance various property types; condos, PUDs, new construction and investment property. A detailed chapter on refinancing addresses the issues which most often confront the loan officer in a period of heavy refinancing - 10 reasons to refinance.Finally, understanding how loans are made in the secondary market and the basics of interest rate quoting and behavior are covered.This product is submitted for approval for use in continuing education in all states which have, or are adopting, a requirement. Many companies use this product as a handout to prospective new loan officers. Many loan officers give this product to their referral sources to help educate them to the requirements of the industry.

The Official Loan Officer Strategy Guide

The Official Loan Officer Strategy Guide
Author: Nicholaus Carpenter
Publisher: Independently Published
Total Pages: 130
Release: 2019-06-20
Genre:
ISBN: 9781075279522
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Mortgage marketing can be complex and hard to win in today's social media landscape unless you know the cheat codes and shortcuts. Nick Carpenter created The Official Loan Officer Strategy Guide for mortgage professionals to win the marketing game faster. Inside you will find 31 of the best mortgage marketing tips, strategies, ideas and secret shortcuts you can use to attract Realtors, generate consumer direct leads and grow your business in the quickest and most sustainable ways. Nick breaks down concepts including Facebook ads, lead conversion, video marketing, hosting live events, getting inbound Realtor appointments, and 26 other ways to have inbound leads Realtors committing their referral business to you. These are some of the strategies Nick teaches in The Legion of Loan Officers and now is sharing them publicly in The Official Loan Officer Strategy Guide full of hints, tips and secret passages to win the mortgage marketing game faster. This beefy guide is 8" x 10" and will be the perfect desk piece to reference multiple times per week when you need marketing ideas and inspiration to grow your mortgage business quickly. Come back and leave a review so other Loan Officers know they also need to read this book.

Loan Officer's Practical Guide to Residential Finance 2016

Loan Officer's Practical Guide to Residential Finance 2016
Author: Thomas A. Morgan
Publisher: Createspace Independent Publishing Platform
Total Pages: 390
Release: 2016-07-26
Genre:
ISBN: 9781535563338
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This is the Updated 2016 Edition of the first book in the "Practical Guide" series for the mortgage industry. The July 2016 Version has been updated to meet the requirements of the TRID Rules, SAFE Act, CFPB, Dodd-Frank and many other changes. We have also made many of the changes recommended by Amazon readers and reviewers. With all of the changes in the industry, keeping this product up-to-date is a full time job. The book covers all of the vocational skills required of the loan originator, but also includes all Federal law, ethics, predatory lending and fraud components required by the Federal SAFE loan originator licensing Act of 2008. Published since 1992, and updated annually, this 390 page textbook was written as an answer to the "sink-or-swim" training methods of many mortgage firms. The format is designed to give the newly initiated loan officer/agent, lender, processor, or other initiate the practical information they need to do the loan officer's job. The reader learns how to understand rate and point quotes, how to use a financial calculator, how to make basic computations customers require, how to understand loan programs and compare product features. The student progresses through understanding loan specifications - Conventional Conforming, Jumbo, FHA/VA and Sub-Prime program guidelines - to a practical understanding of ratios, income, assets and closing costs, debts and credit history. This is then placed in the context of the loan application - how to collect all the required documents and disclosures and supervise a loan from application to closing. Beyond the basics, students learn how to finance various property types; condos, PUDs, new construction and investment property. A detailed chapter on refinancing addresses the issues which most often confront the loan officer in a period of heavy refinancing - 10 reasons to refinance. Finally, understanding how loans are made in the secondary market and the basics of interest rate quoting and behavior are covered. This product is submitted for approval for use in continuing education in all states which have, or are adopting, a requirement. Many companies use this product as a handout to prospective new loan officers. Many loan officers give this product to their referral sources to help educate them to the requirements of the industry.

The Loan Officer's Complete Guide to Marketing and Selling Mortgage Services

The Loan Officer's Complete Guide to Marketing and Selling Mortgage Services
Author: David L. Hershman
Publisher:
Total Pages: 260
Release: 1992-01
Genre:
ISBN: 9780945359128
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THE LOAN OFFICER'S COMPLETE GUIDE TO MARKETING & SELLING MORTGAGE SERVICES presents creative selling techniques for loan officers & branch managers to increase their mortgage loan sales. The book carefully takes the reader through the loan process, from prospecting new borrowers to closing the loan. Along the way, time proven sales tools, such as developing mailing lists, organizing sales seminars, overcoming objections, & managing time, are offered to improve profits. Highly informative exhibits, situational scripts, & marketing samples make the book a "hands on" reference for any financial institution involved in mortgage financing. Chapter titles include: The Loan Originator's Functions & Responsibilities; The Tools & Systems of Sales; Selling Through Seminars & Presentations; Targeting Your Market; Time Management; Overcoming Objections & Coming to the Close; & Sales Training. The author, David L. Hersham, is a seasoned mortgage banking production executive, who used the techniques presented in his book to originate over $50 million in loans during his first 18 months of production.

Advanced Mortgage Loan Officer Business Development Practices

Advanced Mortgage Loan Officer Business Development Practices
Author: Kenneth W. Poole
Publisher:
Total Pages: 214
Release: 2012-12
Genre:
ISBN: 9780615740317
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Comprehensive marketing and business development manual for residential mortgage loan officers. Describes exactly where to find and how to cultivate direct and referral business. It discloses the secrets of earning a seven figure income. Written by one of America's most successful mortgage loan officers with a 40 year career as a mortgage banker.

The Mortgage Marketing Manifesto

The Mortgage Marketing Manifesto
Author: Andrew Pawlak
Publisher: Createspace Independent Publishing Platform
Total Pages: 326
Release: 2016-09-20
Genre:
ISBN: 9781537419978
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In an age where individual loan officers and small to medium sized mortgage shops are competing with billion dollar mortgage operations and lead generation companies, there are ways for mortgage originators to tap into the market and create their own fresh, interested, and targeted leads -- minus the millions of dollars spent on advertising. It's time for these strategies and systems to be made available to mortgage professionals who are committed to growing their careers and increasing their incomes. Through Andrew Pawlak's years of helping everyone from individual LOs and Realtors to publicly traded mortgage lead generation technology companies, he has used the secrets in this book to help clients increase ROI and get more out of every dollar they spend on marketing and business development. Now, Andrew is sharing this life-changing information with every mortgage professional who works hard, but needs to get better results from the time and effort they put into growing their business. Inside, you'll discover: 17 critical components of a mortgage website that produces loans and referrals 15 key elements that make for a high-converting mortgage landing page Secrets the billion dollar mortgage lead generators use to convert clicks into leads How to effectively optimize both digital and traditional marketing to get more clients out of every dollar you spend on advertising Ways to better brand YOU as the preferred mortgage professional in your local market Strategies for creating consistent leads through social media and retargeting campaigns Techniques for using real estate marketing to drive 5X more purchase leads A complete game plan for getting more business from producing Realtors Everything you need to know about search engine marketing for mortgage loans Proven scripts to open up doors and generate more referral business How to integrate plug-and-play mortgage lead funnels to revolutionize your marketing ROI Methods for streamlining and finessing advertising efforts so they work for you 24/7

Mortgage Loan Officer Success Guide

Mortgage Loan Officer Success Guide
Author: Michael Zuren, Ph.d.
Publisher:
Total Pages: 108
Release: 2016-09-25
Genre:
ISBN: 9781539089957
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The key to a new, successful, and highly profitable career in the mortgage sales industry is at your fingertips! In his tell-all guide to achieving your goals as a mortgage loan officer, Michael D. Zuren, PhD, outlines the steps all accomplished officers in the business have used to create a top-notch business and reach their career and financial goals. He covers the basics, such as understanding the industry and how mortgages work, knowing how to get hired (and which employers to seek out), and creating a framework for an amazing career. He also covers more advanced tips, tricks, and techniques-from creating and sustaining an effective marketing campaign to knowing how to build rapport and excellent customer service, which are critical to business success. Perfect for both brand-new agents and seasoned veterans, Mortgage Loan Officer Success Guide gives you everything you need to make your dream job a reality!

Loan Officer Training

Loan Officer Training
Author: Alex Johnson
Publisher: Lulu.com
Total Pages: 188
Release: 2007-12-01
Genre: Business & Economics
ISBN: 0615177824
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Thinking about a career as a residential mortgage loan officer? Our Manual provides loan officer training and mortgage broker training for individuals at every level of the mortgage industry-from basic training for those just starting out