Learning from the best: How to create a killer presentation
To listen to the audio, join the conference call: 712-432-1001, access code 460056852#
“The most successful originators have one thing in common: they are master influencers”
-Roberto Monaco
go to www.mortgagecoach.com
To listen to the audio, join the conference call: 712-432-1001, access code 460056852#
MC Members ask questions in CHAT
To listen to the audio, join the conference call: 712-432-1001, access code 460056852#
1. Flip open, turn on, or touch you mobile phone2. Create/Compose a new txt message3. Where it says “TO:” put the number 64636 – (this is
where you would usually put a phone number4. In the txt, just put “Webinar” – Nothing else needed5. Take a deep breath and enjoy the sensation of taking a
leap forward in a tough market.
Change you business in 30 seconds flat!
“Our #1 Commitment is to your personal success. This service is provided free to help ensure you always have
access to the best insight and advice as leading mortgage professionals.”
webinar
To: 64636
Dave Savage
Tools
Coaching
Metrics
Processes
Strategy
How clear is your strategy?
Do you have the right processes?
Are you measuring the right things?
Are you getting the right coaching & training?
Do you have the right tools to win?
Review your mortgage practice
Strategy = a plan, method, or series of maneuvers for obtaining a specific goal or result
How important do believe it is to deliver an amazing presentation?
• Extremely important • Important• Average• Not important • Unnecessary
On same scale how quality is your current presentation?
• World-class• Great• Good• Average • Bad
Big problems
• What happens when rates go up?
Big problems
• What happens when rates go up?• Having problems keeping buyers in escrow?
Big problems
• What happens when rates go up?• Having problems keeping buyers in escrow?• Or for that matter even getting properties into
escrow?
Big problems
• What happens when rates go up?• Having problems keeping buyers in escrow?• Or for that matter even getting properties into
escrow? • Most loan officers don’t’ generate enough
LEADS
Big problems
1. What happens when rates go up?2. Having problems keeping buyers in escrow?3. Or for that matter even getting properties
into escrow? 4. Loan officers need more LEADS5. Loan officers need more influence with
partners and clients
How to be come a LEAD MACHINE by creating killer presentations
Today’s Big Idea
The quality of your presentations has a direct relationship on your financial success
The quality of your presentation is easy to improve…
…it just requires the knowledge and effort
Has generated 18 leads from 2 Realtors over the
past 30 days
Dylan Kramer
He funded 11last month while receiving 30+ leads
from 12 different Realtors
Scott Nicholson
She has gone from 3 loans per month to 9 loans over
the past 90 days
Tracy Cavanaugh
She has completely changed her game over
the past 4 weeks
Ann Marie Jenkins
Meet Roberto Monaco
My process for analyzing everyone’s presentation
Watch the video Watch each video 2-3 more times
Document what’s great and what
can be improved
My Formula for Creating Killer Presentations and Videos
Developing Content
WhatWhyHow
What if you doWhat if you don’t
Why notWhat’s next
Presentation Structure
OpeningPre-Frame
Body Pre-close
Close
Unleashing Influence
Who am I storyStorySelling
Killing the monster while it is littleStatistics
MonetizationInfluence Laws
Delivery
Scott’s good to GREAT VIDEO
www.MortgageCoachVideo.com
What’s GREAT about Scott’s video • I love Breaking News• Date of the presentation• Brand new info• You and I language• I loved the illustrations• I like the questions…what does that mean?• Great example • Very creative!!• Great CTA awesome…love it • Clear path• Great use of technology
What could be even better
• Once in a lifetime because (pre-frame better)…only because people are living longer these days (back up with data)
• You need to make sure you blow up the numbers in your solutions/problems
• Work on your transitions • What the “amms…”• add “urgency story”• Two reasons: a) you can refi b) you can buy• How can I benefit from it?• Not addressing how long the home client is in the house• Cause and effect = lower the rates = inflation or higher rates
(explain)
Mortgage Coach Powers Today’s Most Important
Presentations
Win more loans and increase your profits with RateWatch
www.MortgageCoachVideo.com
Get listings into escrow with the Seller Buydown Strategy
Blow it up
Get more First Time Home Buyers into escrow with the Rent vs. Own
Blow it up over 60 months
Blow it up over 120 months
Make your value obvious
MC Video Presentation ACTION PACK
Tools
Coaching
Metrics
Processes
Strategy
MC powers a strategy that provides obvious tangible value to homeowners
MC provides you will a unique process that delivers obvious value
MC help you measure the right things for your clients
MC provides you will weekly coaching and training – but you need to take action on your own
MC is everything you need to win in the marketplace
Change Your Game
Mortgage Coach Membership
• $595 per year
RateWatch Membership
• $595 per year
Investment
Special Offer
Mortgage Coach Membership
• $595 per year
RateWatch Membership
• $595 per year
Bottom-line Mortgage Coach helps you generate more leads, win more loans and
make more profits
We guarantee results, if you don’t generate an extra 1-3 loans in your first 30 days we will give
you a full refund
12 Conversations
3 Additional Closed Opportunities
More than $6K in additional monthly commissions
Your going to pay for Mortgage Coach one way or another…
$595 per year OR $3K+ per month
Don’t wait take action today
• Join myself and the experts at next Tuesday’s Coaching Call at 9 am PST
• Join Jacob on Thursday at 9 am PST for group training
• Don’t forget to request your VIDEO ACTION PACK
Call 800-485-7251www.RateWatch.com
Survey after webinar
• How likely are you to refer a friend to a future MC webinar? (1-10)
• How would you rate Dave Savage? (1-10) • How would you rate Roberto Monaco? (1-10) • What was your biggest takeaway? • Are you an MC member? • Do you want to learn more about MC? • What other topics or speakers would you like feature in future
webinars?