Strategic Partners

Strategic Partners Business Development Support:

Below, you will find brief descriptions of some of the business development programs and arrangements that is in the process of establishing to help our new Branch Partners achieve higher levels of success.

1. Life and Business Planning:

Coaching, for the athlete or the business professional, is the art of taking what you know in your head, and making it a part of your heart for the purpose of affecting positive change. Utilizing their proven One-on-One Coaching System will empower you to gain clarity of purpose, develop a life strategy, and see your plans to completion. The result is a life that measures up to it's potential.

Todd Duncan is America's premier leader for inspiring and teaching mortgage professionals how to be successful and live significantly.

2. Essential Knowledge: 

The CMPS Certification is the first and most prestigious mortgage planning certification program in the mortgage industry.

3. Recommended Tools and Resources:

With more than 20 years in the mortgage business, Barry Habib's financial advice and experience is highly sought after by everyone from major news networks and large corporations to independent professionals. He is consistently recognized as one of America's top loan originators. You can use the Mortgage Market Guide to stay on top of the latest market news and conditions so you can help your clients get the best deals and make smart decisions.

LoanToolbox is the mortgage industry's premier resource for loan originators, providing all the tools successful loan originators need to close more loans and make more money- including proven systems, automated marketing, training and business planning.

4. Presentation Solutions:

The Mortgage Coach is a sales system and software program designed to give Loan Officers a competitive advantage at point of sale. Recognized as one of the most exciting technology achievements in the mortgage industry, Mortgage Coach will help you stand out as a "Trusted Advisors" in the eyes of your client and referral partners.

Loan Magic is a far less expensive alternative to Mortgage Coach that offers nearly the same functionality as Mortgage Coach.

5. Lead Generation: 

LoanXEngine is the only solution to offer full eligibility, best execution pricing, CRM, lead management, rate watch, ratesheet generation and web point-of-sale in one web-based system. Unifying functionality only previously available in multiple systems, LoanXEngine has emerged as the feature leader in mortgage automation, pricing and CRM systems for mortgage professionals.¢ç- Connect with motivated, qualified borrowers who are actively searching for their next loan. Powered by the number one online advertiser (Experian), delivers high-quality leads and reliable volume. Last year, more than 1.2 million consumers used to help fund more than $17 billion in loan originations. Our commitment to the success of our clients has earned the reputation as the mortgage community's most valued marketing partner.¢ç Scalable. Targeted. Reliable. Co-branded.

LendingTree, LLC is the nation's number one online lending exchange, providing a marketplace that connects consumers with multiple lenders that compete for their business. LendingTree has facilitated over $200 billion in closed loans and real estate transactions since its inception in 1998, serving more than 20 million consumers.

GetSmart is a service of LendingTree, focused on smart consumers in a hurry. GetSmart provides a convenient, simple, secure way to save money for savvy consumers -- fast. They make a borrower's life easy by providing a short form that only takes two minutes to fill out and immediately matches them with up to five Lenders.

6. Client and Referral Partner Relationship Building Strategies: 

We believe this service is the number one Realtor Unique Selling Proposition (USP) you can have to attract an unlimited number of Realtor Referral Partners.